potpourri schreef op 30 september 2016 09:27:
dit was tot nu toe zonder twijfel het belangrijkste event
" TT important partnership - feedback Nvidia conference "
impact : positive
(samenvattend)
TT's map-making will be combined with NVDIA's deep learning capabilities
in our view , both technologies are key enablers for autonomous driving
the partership underlines TT's medium-term potential in autonomous driving via its HAD and RoadDNA for maps.
we believe the partnership could be an important step-up towards more technology partnerships at TT to further develop autonomous driving
Autonomous driving is a big upside scenario for TT as the added value of te maps grows exponentially as it moves from nice-to-have to need-to-have
after the earlier partnerships with VW on highly automated driving and Bosch on HAD / ADAS and the client contracts with Apple and UBER we see this NVIDIA technology cooperation as important support for autonomous driving capabilities of TT
- TT acceleration ahead
- TT's map platform is better than that of HERE
- up-to-date map is crucial for automated and self-driving cars
- the favourable dynamics are not reflected in valuation
zo beste vrienden, relax, die 10 die komt wel en anders gaat het in 2017 van de beurs, linksom of rechtsom aan 12
verzelfstandigen van Telematics is goed voor 15 euro, my preferred scenario
dus sit tight, in de loopgraven en laat de serieuze analistenen de markt hun werk doen.