Last quote about Mobileye Intel
All quotes about Mobileye Intel
I believe people can do far more than they think they can.
INTC's use of cash for M&A makes us wonder if the market is drifting away from x86. The bar is low, but we think its P/E multiple drifts down.
It's an area where the company (Intel) has had very little presence – the automotive market, and so this is a tremendous opportunity for them to get into a market that has significant growth opportunities. Mobileye's technology is very critical … The price seems fair.
Together, we can accelerate the future of autonomous driving.
By pooling together our infrastructure and resources, we can enhance and accelerate our combined know-how.
Time and space will become the luxury goods of the future.
If you want exposure in the area as a short, it's not Nvidia anymore, but rather more of a focus on Mobileye.
They're really a one-trick pony. ... With autonomous driving, you could even buy Google and get this whole area for free. … Right now, Mobileye is bringing a knife to a gunfight. You have to give them credit for saying, Autonomous driving is the way of the future.' ... But since then, everyone has leapfrogged them.
Our business has never been better than today. I don't really understand ... we don't follow the shares too much ... not too much. This is the privilege of co-founders running the company, we look at it long term.
It is wave so big that no one can stop it anymore. It's created because of a strategic engagement of regulators to reduce accidents, and strong acceptance from automakers.
We expect continued growth in 2017.
The Volkswagen agreement is a turning point. [T]he agreement provides a framework for industry-wide cooperation between automobile manufacturers to jointly produce the map contents that are needed for autonomous driving.
We see the ADAS [advanced driver assistance systems] market growing faster than consensus anticipates, but we also see a more rapid commoditization of the enabling tech and sensitivities around data sharing. We lower our [price target] … on higher R&D costs, lower share and greater competition.