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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Qone0 who wrote (33747)	8/18/2021 11:38:17 AM
From: Lou Weed	1 Recommendation Recommended By roto Respond to of 97945

Wow - that's a fuck ton of FUD......

To: Qone0 who wrote (33747)	8/18/2021 12:27:42 PM
From: Sun Tzu	1 Recommendation Recommended By ajtj99 Read Replies (1) \| Respond to of 97945

188 pages is a lot of reading, but I read most of it with an open mind and skimmed most the rest. I am unconvinced. I have worked in leading edge labs and R&D. Being secretive is part of their DNA and for good reasons. I can easily explain away everything that document says if I start with the presumption of innocence. This does not mean that QS could not be a fraud. But Scorpion is a very long way from proving its case or even creating reasonable doubt. Here is a link to interviews from Glassdoor glassdoor.com The only negative feedback is from an employee who left 5 years ago. A lot can change in a startup over a 5 year term. To know better about QS claims and technology we'll have to analyze their data. That is unlikely to be published, but I will keep my eyes (and my mind) open. In the meantime good technical analysis and insider watching should provide clues about the truth. One last thing: startups often create "marchitecture" slides for their roadshow. I've been hired in the past to help some with such "proof of concept" architectures. They are just wishful thinking but not terribly unreasonably so. I didn't see the reference to where those QS slides came from. If they are within the past 12 months (and can be read in full) then I can scrutinize them. But if they are old or are not publicly available in full, then it is possible (likely?) that Scorpion is selectively choosing them to make their case.

To: Qone0 who wrote (33747)	8/18/2021 12:57:59 PM
From: Sun Tzu	1 Recommendation Recommended By LoveAG Read Replies (1) \| Respond to of 97945

Are you sure your animal friends are not whispering in your ear? My spidey senses are saying we should be selling NQ and probably ES too.

To: Qone0 who wrote (33747)	8/18/2021 3:31:56 PM
From: Sun Tzu	3 Recommendations Recommended By ajtj99 tntpal towerdog Read Replies (1) \| Respond to of 97945

Little fun stories to share...in the late '80s I worked at a major R&D lab. We had a policy to search every bag and briefcase on its way out (ya, they were very nice internally and provided a lot of perks, but no compromises on the security and secrecy - more on this later). One day a VP of some company came to visit us and take a tour. To his shock, he was asked to open his briefcase on his way out. When he objected, the security pointed to his consent on the sign-in sheet. So eventually he relented b/c they assured him the briefcase was not going to leave the building until it was searched. Long story short, security found one of our prototype boards in his briefcase. Prior to that, I worked in an IBM lab. To get to my office, first you had to have a special badge to let you into that specific building (company badge was not enough). Then you needed a separate badge just for the hallway that led to my side of the floor. And finally you had to punch in a code into the room that was a raised floor. My desk was there. It was just me and one other colleague working in that room (plus the sensitive equipment, of course). Anyways, one day we got bored and decided to redecorate the room by moving our desks around and change the setup. Suddenly alarms sounded, red lights flashed, and the door got bolted. Security contacted us over the speakers to ask what is going on. We told him that we moved the desks but all is ok. He said, that is fine. But next time please schedule it so we know what to expect. Turns out the floor had pressure sensors in case someone tried to steal one of the minicomputers or other equipment. R&D is always an attack target and companies are always very protective of it. So QS being secretive doesn't surprise me. Of course this also provides a cover for fraud. But being secretive is not an indication of hiding something illegitimate. And you are right that they are not expected to have something to sell until 2025 and many things can happen till then. Which is why I say they should be treated like a phase 2 biotech.