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Ivan Jimenez
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I'm an aircraft mechanic by trade.
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  • BlackBerry Should Make Android And Windows Hardware

    Even though BlackBerry's (NASDAQ:BBRY) market share has fallen, their design prowess is still top of the line. BlackBerry designs such as the Z3, Z10, Z30 and the Passport have earned multiple design awards. Blackberry's design prowess lies in creating great keyboards and durable phones. For example, the Blackberry Passport survived a 20 feet drop-test virtually unscratched.

    Best in Class Keyboards

    BlackBerry won a legal dispute against Typo for the unauthorized use of BlackBerry's style in the manufacturing of keyboard accessories for the iPhone. BlackBerry was awarded $860,000 in damages and gained an injunction preventing Typo from selling the infringing keyboard product.

    The Typo keyboard vs. BlackBerry

    Image: The Typo keyboard vs. BlackBerry's Q10

    The fact that Typo has imitated the BlackBerry keyboard and is selling keyboard accessories for the iPhone demonstrates that there is a market for BlackBerry's physical keyboards for smartphones. BlackBerry could take advantage of this and use its expertise to manufacture original BlackBerry keyboards accessories for the iPhone.

    The iPhone, the King of the Hill

    The iPhone dominates the enterprise market with a 73% market-share. So it comes with no surprise that both Samsung and Microsoft are salivating to get a piece of the enterprise business. And who better to introduce Android and Windows Phone 10 to enterprise costumers than former enterprise champion BlackBerry.

    BlackBerry Partners with Samsung

    BlackBerry has already partnered with Samsung (OTC:SSNLF) to support its secured environment Knox. Under the agreement BlackBerry and Samsung will "sell each other's mobile-security technology in an effort to win more enterprise customers."

    But Knox is not exclusive to Samsung as it was created with the collaboration of Google (NASDAQ:GOOG). Many of Knox's features have now been integrated into Android's Lollipop. BlackBerry could start manufacturing devices based on Android's Lollipop and claim some of the security that Knox has.

    Windows Phone Sings the Blues

    Microsoft (NASDAQ:MSFT) is desperately seeking to popularize its Windows Phone OS and is even giving its Windows Phone OS free to any manufacturer willing to manufacture the device. Microsoft has attracted a few ODMs to the Windows Phone platform such as HTC, Samsung, and Huawei. But after two year Huawei gave-up on the Windows Phone explaining:

    We were losing money for two years on those phones. So for now we've decided to put any releases of new Windows phones on hold.

    On April 2014, Microsoft acquired Nokia for 7.2 Billion in an effort to solidify the its presence in the mobile market but the effort has proven to be futile as the Windows Phone market share dropped under 3%. As a result Microsoft is clossing two Nokia factories in China and firing 9000 employees. Even Nokia's brand name is in danger of disappearing as Microsoft drops the Nokia name in favor of the Microsoft brand name.

    Image: Microsoft Lumia 535 phone

    It seems that Microsoft's last hope is the enterprise market due to the Windows Phone strong integration with Microsoft Office 365. But Microsoft has already delivered mobile versions of Microsoft Office 365 to the Android and iOS platforms killing any differentiating factor. It would greatly help Microsoft if BlackBerry joins the fray of ODMs supporting the Windows Phone OS.

    BlackBerry's Lack of Visibility

    The biggest problem that BlackBerry has is lack of visibility. If you walk inside a local smartphone store chances is that you will not find a BlackBerry phone on display. BlackBerry has recently doubled its efforts to have carries carry their phones but most sales are still being done on-line or directly to corporations.

    Even though BlackBerry's has a strong name in the corporate world because of its security. In the consumer world BlackBerry's brand name is synonymous with "outdated". By manufacturing Android and Windows devices BlackBerry can increase its visibility and start repairing its much-damaged brand name.

    Let the Consumers Decide

    BlackBerry must use its hardware expertise to built top quality Android and Windows devices. BlackBerry must give the choice to consumers to decide which platform better suits their needs. By doing so consumers can do side by side comparison between the platforms and make a better informed decision.

    Scale

    It is no secret that larger manufacturing scale reduces costs. Apple uses this technique to lower its manufacturing expenses. Scale gives you purchasing power to buy parts at a cheaper price. By manufacturing Android and Windows devices BlackBerry can achieve higher scale and reduce its manufacturing costs across the board. Even BB10 devices will enjoy reduced manufacturing costs because the hardware across the platforms will be similar and the real difference will in the OS.

    Costumer Loyalty

    BlackBerry's loyalist will scream that by manufacturing Android and Windows phones BlackBerry is neglecting its loyal BB10 costumers but the truth is the contrary. The biggest threat that the BB10 platform has is lack of profitability. By manufacturing Android and Windows devices BlackBerry can make a profit that can be used to further develop the BB10 platform.

    Conclusion

    I'm not recommending BlackBerry as a buy or as a sale. I'm just pointing out that for BlackBerry to survive it needs to adapt. BlackBerry has the capability to make a comeback and the only thing stopping it is its pride. If BlackBerry had adopted Android for its consumer products when it first came out it wouldn't be in the position it is now. Like BlackBerry's CEO John Chen recently said:

    The advantage that I have is that I didn't have any emotional baggage… I didn't had this thing that I got to have the coolest phone... I needed to focus on: How do you highlight the assets of the company? And what the market needs in the future that could give you good growth and good valuation for our share holders. That's what I focus on. I love phones... I equally love making money.

    Tags: BBRY
    Apr 08 4:40 PM | Link | 3 Comments
  • Comment On UniPixel

    Dear UniPixel

    It was fun while it lasted. You created a cult of blind followers with lies and deceptions and it was up to me to bring you down and expose you for the scam that you were. You were supposed to be the goose of the golden eggs but the gold was all fake.

    I got attacked and name called and ridiculed just because I saw through you. I was accused of having a short position when I didn't even know what a short position was. I did it because it was the right thing to do.

    Your mechanical process doesn't lend it self for mass production, not at 6 microns. This I knew.

    Green River Assets, Alpodel and Chris all said that I was buffoon but now we know who the buffoons were.

    Well it was fun but the game is now over.

    And here concludes the story of UniPixel of a little Texas scam. Many people were hurt and some still believe. But by all practical purposes this game is over.

    Good bye!

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: UNXL
    Jan 07 8:13 AM | Link | 2 Comments
  • XSense Colorado Fab Tour & Video

    The Gazette

    Serving Colorado Springs & the Pikes Peak region since 1872

    Monday, December 2, 2013

    Atmel in Colorado Springs devotes part of plant to touchscreen technology

    "Taiwanese computer manufacturer ASUS became the first this year to incorporate XSense into a product, its 7-inch MeMO Pad tablet computer. Hewlett-Packard introduced a 10-inch Omni tablet that uses XSense last week and Atmel told stock analysts last month that it will soon begin generating sales from products made by other manufacturers that it did not identify."

    "XSense is being used in a smartphone with a 3.2-inch screen and tablet computers with 6-, 7- and 10-inch screens and that it could be used in a laptop computer with a screen of up to 15.6 inches."

    Price: "$2 to $25 for each unit, depending on the size of the screen on the device where it will be installed."

    "XSense offers thinner, lighter, faster and cheaper. We have cutting-edge technology that can be used in a flexible form (can be folded or bent) and high performance. This technology totally revolutionizes the way we go forward. If companies don't adopt the new technology, they will be left behind."

    The process

    "The rest of the manufacturing process includes sending the film through a bath of chemicals for conditioning, adding a protective layer and then testing each sensor before it is shipped to the mobile device manufacturer."

    Analysts Take

    "Craig Hettenbach, a technology analyst for Morgan Stanley & Co. LLC, estimated in October that Atmel could capture as much as 25 percent of the market for sensors in touchscreens 9 inches and larger within three years, representing $250 million in annual sales."

    Pictures

    (click to enlarge)Clean Room

    Plating line?

    (click to enlarge)

    The Visual Tester

    This is a standard vial tester by Northfield Automation Systems. This is probably done after the film has been printed and before the film is metalized.

    Also electrical test will be required after metalization.

    (click to enlarge)

    This pic didn't had a description - I think is just another visual test station.

    (click to enlarge)

    The Finisher (I think this step ads a protective film for shipping. "Adding a protective layer" )

    The Video

    YouTube: Atmel - A behind-the-scenes look at the XSEnse fab tour in Colorado Spings

    (click to enlarge)

    Plating Line

    (click to enlarge)

    (click to enlarge)

    Photo-Engraver (Opto-something...)

    (click to enlarge)

    Chemical bath? This section is an ad-on to the plating line.

    (click to enlarge)

    Here you can see the electrical test points of the sensor. These test point will be cut off during die cutting.

    (click to enlarge)

    Here you can see the electrical test. The tester clamps on the test points for the test.

    (click to enlarge)

    Disclosure: I am long ATML.

    Tags: ATML, UNXL
    Dec 02 9:15 AM | Link | 30 Comments
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