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Bullboard - Stock Discussion Forum Edgewater Wireless Systems Inc V.YFI

Alternate Symbol(s):  KPIFF

Edgewater Wireless Systems Inc. is engaged in Spectrum Slicing technology for residential and commercial markets. The Company develops advanced wireless fidelity (Wi-Fi) silicon solutions, access points, and intellectual property (IP) licensing designed to meet the service needs of service providers and their customers. Its physical layer Spectrum Slicing allows a frequency band to be divided... see more

TSXV:YFI - Post Discussion

Edgewater Wireless Systems Inc > To the obvious detractors.
View:
Post by RobJob on Nov 19, 2024 4:51pm

To the obvious detractors.

ARM compatibility is not just a checkbox it’s a calculated, forward-thinking move to secure Edgewater’s position in the future of hardware innovation. ARM dominates in efficiency, scalability, and relevance, especially in IoT and mobile markets. The cost of licensing is far outweighed by the opportunities it unlocks access to new markets, expanded partnerships, and an ecosystem that sets the global standard for modern technology.

 

The success of Silicon Labs and Broadcom in ARM-based SoC WiFi solutions underscores the market’s vast potential. Edgewater’s entry into this space, backed by the ARM Access Program, isn’t just a hopeful gamble; it’s a strategic alignment. With ARM’s tools and support, Edgewater has a chance to compete, disrupt, and address unmet needs—something incumbents often overlook. Decades of experience don’t guarantee immunity from challengers; they create openings for innovative newcomers to rewrite the rules.

 

The idea that ARM’s involvement is merely a name-drop is laughable. ARM’s ecosystem isn’t built on fluff; it’s the backbone of some of the most successful technology ventures in the world. Being part of this ecosystem enhances Edgewater’s credibility and opens doors to resources and partnerships others only dream of. This isn’t marketing spin—it’s a tactical advantage.

 

Critics conveniently ignore the real impact of the ARM Access Program. By lowering the barriers to ARM architecture, it allows resource-limited companies like Edgewater to innovate and compete on a global scale without incurring massive upfront costs. This program is a launchpad, not a crutch, and for a company that’s already achieved so much with minimal funding, the potential is staggering.

 

Let’s not overlook the track record here: Andrew and his team have shown remarkable ingenuity and resilience, advancing Edgewater’s capabilities despite operating with tight resources. To dismiss this company as “just another startup” is both uninformed and deeply biased. Imagine the scale of what they could achieve with real funding—$5 million? $25 million? The possibilities aren’t theoretical they’re transformative. With the right tools Edgewater could drive innovation and disrupt markets in ways that other companies have failed to do for decades.

 

And here’s the most glaring oversight in the criticism: Access to ARM’s program isn’t just about architecture or tools; it’s about relationships. High-level introductions to potential capital sources, partnerships, and joint ventures are game-changers. This isn’t speculation I t’s the kind of strategic positioning that creates opportunities other startups only dream of.

 

The bias against Edgewater here is clear, but the facts speak louder. This isn’t some random company on the street. Edgewater has a proven track record, an undeniable strategic vision, and access to a program that could catapult it into an entirely new league. To underestimate them now is not only shortsighted it’s flatout wrong.

Comment by leodevoe on Nov 19, 2024 5:36pm
LOL. Like the shifting sands of time every move Yfi makes is an amazing play even if it breaks with the past. Now Yfi isn't selling  IP they are renting it. Seems strange for the world wide leader in spectrum slicing.  Yfi isn't part of an ecosystem in any relevant sense. They are simply licensing better tech than they have which can be used at a starting point to design ...more  
Comment by Pandora on Nov 19, 2024 10:47pm
Sometimes it does not take more than 3 guys. Sometimes it also takes a bit of time. In the following case the numbers were much bigger and success, such as it was, did not take 12 years but it was more than 3 years.(A little history below if anyone is interested. It is a bunch of excerpts so it does not flow that well. Founders Steve Jobs, Steve Wozniak, and Ronald Wayne created Apple Computer Co ...more  
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