Seeking Alpha

Richard X Roe

View as an RSS Feed
View Richard X Roe's Comments BY TICKER:
Latest  |  Highest rated
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    johnnyvolvo: Well, here is a puzzle for the "little smarter and much more serious" investors: In October 2012, Neonode claimed to have 12 YTD automotive designs wins, including platform wins at multiple Tier-One global automobile OEMs: http://bit.ly/1eQsGXb Now, how many actual vehicles on the road had touchscreens using Neonode's tech as of the end of 2013?
    Apr 18 09:28 AM | Likes Like |Link to Comment
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    Bayless Capital: First, Neonode would have issued a press release, if indeed it were in Volvo's CarPlay system. Like it did last year, when it announced that it is in Volvo's Sensus Connected Touch dealer-installed option ( http://bit.ly/1hRDTa4 ), a misguided "solution" that specifically excluded the XC90 ( http://bit.ly/1hRDQLn ) and is now clearly deemed a failure.

    Did Mr. Daniel Gelbtuch teach you that a capacitive screen requires cover glass? How did he explain to you in-cell and on-cell capacitive touch, both of which have the sensor below the top polarizer? Have you ever heard of iPhone 5? You should consult this nice intro tutorial http://bit.ly/13sHLGn , written by the former evangelist of NextWindow, the company that used to command the lion share in infrared touch for large displays and AIOs.

    It is not true that Neonode's tech has all the features and performance of capacitive touch. Specifically, Neonode's solution suffers from ghosting, has poor multitouch performance, requires an extra bezel, and cannot survive dust and direct light. It is also no longer true that Neonode's solution is cheaper than capacitive, since current capacitive touch modules can be as low as $0.50 a diagonal inch, which is cheaper than Neonode's solution. In other words, there is no reason why Neonode's obsolete tech would ever gain a significant market share in cars (already dominated by capacitive). It hasn't in the past 40 years, and it won't ever.

    There is no irony here. Neonode is a perpetual money-losing company that is suffering from declining revenues and severe cash drain, always on the brink of insolvency - exactly what one would expect from a consulting (insurance-selling?) outfit that masquerades as a technology company. Neonode has been late to the Windows 8 certification game and already lost the PC business to the dominant multitouch infrared touch solutions that have been Windows 8 certified for more than a year. According to Neonode's own disclosures, Visteon and Alpine have not generated significant revenues, and Pro Point (that is, Volvo) and BYD revenues were each just about $0.1 million last year. Since Neonode is effectively selling cheap litigation insurance (about $1 per device) calling it "a license," I fail to understand the meaning of "a return."
    Apr 17 10:03 PM | Likes Like |Link to Comment
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    johnnyvolvo: Apple has survived without paying a cent to NEON or buying a single share of NEON since 2002 (the filing year for the much ballyhooed 8095879 patent). Why would Apple suddenly change its mind?

    And, again, what makes you think that the Volvo video shows Neonode's tech? Based on the interface shown on the video, Volvo seems to have moved to capacitive touch, away from Neonode's infrared touch.
    Apr 17 12:35 PM | Likes Like |Link to Comment
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    Alex3388: Yeah, the greatest success stories out there, sure. Hitting a 52-week low every day, perpetually losing money, and always on the brink of insolvency. Wait, it actually already went bankrupt once... So, good luck with your buying!

    It is not easy to stay afloat with a 40-year old outdated tech that is out of patent protection and suffers from various performance issues. If Neonode did not try to intentionally mislead, please post here the address or phone number of a store that carries a printer that uses Neonode's tech. Where are the printers with Neonode's tech that were supposedly made in Q4, according to Neonode? Why are they collecting dust? Dust, by the way, kills Neonode's tech.
    Apr 15 03:35 PM | Likes Like |Link to Comment
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    Alex3388: The printers were shown in late February at the MWC in Barcelona (after being supposedly made in Q4). How many more months before the printers appear in the stores? Will Neonode file for another bankruptcy by then?
    Apr 15 02:16 PM | Likes Like |Link to Comment
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    Alex3388: I see reflections on the the enclosure, but no lightguide. I know that HP has stuffed the channel with overpriced printers and I also know that no HP printer currently in any store uses any Neonode's tech. I also know that NEON just a hit a new 52-week low.
    Apr 15 01:13 PM | Likes Like |Link to Comment
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    axb7092: As of today, the store you identified does not carry any HP Officejet Pro 8610 or 8620 or 8630, or any other printer that could possibly use Neonode's tech. This can be verified by simply going on bestbuy.com and searching for these printers.
    Apr 15 12:04 PM | Likes Like |Link to Comment
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    axb7092: The "new" ones can't be found in any store as of today, despite HP promising them for April 7. If they were so great, why is HP reluctant to sell them? In other words, no printer using any Neonode's tech can be bought in a store today. Unless you can provide an address or a phone number of a store that carries such a printer, of course...
    Apr 15 11:10 AM | Likes Like |Link to Comment
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    axb7092: All the links you provided point to HP Officejet Pro 8600, which has been in stores since 2012 and uses resistive touch.
    Apr 15 11:02 AM | Likes Like |Link to Comment
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    stoda100: Well, all Apple's touch is capacitive, so the video shows a capacitive touchscreen. The printers don't have to say anything - they just have to be in the stores, but they are not. It is very easy to verify Neonode's tech - you put a small piece of paper in the corner of the screen - if the touchscreen stops functioning, then it is Neonode's tech - it is as simple as that.
    Apr 15 10:45 AM | Likes Like |Link to Comment
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    axb7092: Yes, Neonode is exactly the company that would do that. Where can I buy any HP (or any other) printer that uses Neonode's tech today? Please give me the address or phone number of the store, so I can verify?
    Apr 15 10:28 AM | 1 Like Like |Link to Comment
  • Neonode Working With Apple In CarPlay And HP Printers Finally Gets Announced [View article]
    First, the video you linked seems to show that Volvo's new telematics infotainment system, which is powered by Apple's (AAPL) CarPlay, will be using a capacitive touchscreen. So, doesn't the video prove that Volvo has abandoned Neonode?

    Second, I can't find any actual HP printer that uses Neonode's tech. If the new printers are so great, why did HP fail to put them in the stores on April 7, as previously promised?

    Third, why did NEON hit a 52-week low yesterday? Did NEON run out of money again? How many shares will be offered this time and at what price?
    Apr 15 08:37 AM | 2 Likes Like |Link to Comment
  • UniPixel hires LCD equipment vet to be its CEO [View news story]
    John:

    Have you heard of any of the ITO alternatives gaining traction recently (that is, getting into real devices)? From what I can tell, all the enthusiasm has evaporated given that ITO module prices continue to drop.
    Apr 14 03:41 PM | Likes Like |Link to Comment
  • Are LeapFrog Tablets Going The Way Of The Dodo? [View article]
    How many tablets (LeapFrog Ultra) has LF shipped last year? Neonode (NEON), the company that supplies the infrared touchscreens for these devices reported about $445,000 in revenues from LF in 2013 (almost all in Q3), meaning that LF has produced about 400,000 tablets last year (most of the production occurring in Q2-Q3). How many of those got sold?
    Apr 4 12:22 AM | Likes Like |Link to Comment
  • Neonode Is A Strong Buy: Invest In Groundbreaking Patented Technology For Just $5 A Share [View article]
    Bayless Capital: If NEON's proximity sensing solution is so fabulous, why has NEON failed to sell even one license for it? A full 2-dimensional application is nothing special - you just need a few more LEDs and photodiodes, and a few more lines of code. And infrared cameras are not expensive - they are actually effectively cheaper than photodiodes - you can have 500 sensing "elements" in just one camera that the ODMs buy for $1. The ODMs are using these cameras in basically all the Windows 8 certified infrared multitouch solutions for displays and AIOs currently on the market.

    Sure, Neonode is talking to everybody, but talking does not mean revenues or profits, as revenues are declining and profits are non-existent. The HP printer news will be a disappointment, as the failure rate of any printer using Neonode's tech will be elevated and easily noticed. So, I suspect Mr. King misled Vishay while he was still at HP, and got rewarded by Neonode. If Vishay can say something about HP, why can't Neonode say the same thing?

    Volvo did abandon Neonode. The proof is in the $0.1 million license revenue in 2013 - licenses for 25,000(?) overpriced Sensus devices that nobody wants, partially because of poor support and software availability. Neonode's license revenues from Alpine were zero, the last time I checked.

    If Neonode's UI patent was so compelling, why did Neonode AB go bankrupt? Neonode has monetized exactly zero of its patents, which, by the way, will not stand in court because infrared touch has been around for more than 20 years, you know.
    Apr 3 03:56 PM | Likes Like |Link to Comment
COMMENTS STATS
807 Comments
184 Likes