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InvenSense and drones ?1

12:09 05-Feb-15


It's possible that I'm wrong about the potential of drones for InvenSense, but I don't think so.  Certainly regulation in China is less than in the western world, as evidenced by Alibaba's first drone delivery, but even if this were to become widespread, it doesn't hit InvenSense's core and developing competencies.  The volumes pale in comparison to other markets as well.