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Richard X Roe

 
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  • Zacks' Bear Of The Day: Uni-Pixel [View article]
    Greenfire87: How can you mass produce without manufacturing?
    Jan 10 10:13 PM | Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Uni-Pixel [View article]
    Greenfire87: Why does UniPixel need Kodak when UniPixel had 10 million sqft/month touch sensor making capacity installed and calibrated in June 2010?
    Jan 10 10:09 PM | Likes Like |Link to Comment
  • UniPixel delays InTouch sensor production to Q2, shares -5.4% AH [View news story]
    Buysider2: Mr. Berg was so great that he was working two jobs, being a Managing Director of Mountain Associates till February 2013 and working in Minnesota's Multek out of New York since 2010 and then was strategically out of work in August 2012. You should ask Mr. Berg about the pricing of ITO touch modules and how does that pricing compare to the pricing of touch modules with UniPixel's sensors offered to OEMs - if you won't do it, UniPixel potential clients will, and UniPixel will never make a sale, even if by some miracle it manages to produce a working sensor.

    UniPixel never had any customers and does not have any customers today, using your definition. And, of course, UniPixel cannot have any customers in the future, as UniPixel has no intention to ever manufacture anything functional. UniPixel's only purpose is to prolong the Techno Ponzi as long as possible.

    There have been many companies vying to provide an alternative touch solutions - hell, UniPixel claimed to have the capability to replace the entire touch screen market in 2010 - but the fact is that none of those solutions can compete with ITO today. My previous article shows exactly how ITO modules are 20% even 30% cheaper than UniPixel's touch modules offered to OEMs, even assuming that UniPixel gives away its touch sensors for free.
    Jan 10 07:48 PM | Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Uni-Pixel [View article]
    TheeDudeness: Thank you for commenting on my word usage. Now, would you tell us what happened to the 4 UniPixel analysts and their pretty high price targets? Those analysts were willing to put their name on their reports, right? You still think this company has a real product?

    An investment in this company needs to be made based off belief in the product, and that the current Kodak partnership holds water. Now that the product has failed to materialize and Kodak has failed to commence production as promised, how has that changed your worldview?

    UniPixel is a Techno Ponzi, and I have presented sufficient evidence to prove it. Period.
    Jan 10 01:31 PM | Likes Like |Link to Comment
  • Uni-Pixel's Declining Production Capability And Inconsequential Purchase Orders [View article]
    John: You are not the only one that thinks that MNTech is not the world leader in mesh. But the facts speak for themselves: MNTech shipped $25 million worth of metal mesh touchscreens in the first 9 months of 2013, according to its quarterly financial filing. Now, if you can show me another company that has shipped more metal mesh in 2013 or will ship that dollar volume in 2014, please do so!

    Yes, EK does not make touch sensors, it just supplies some of the raw materials and helps "markets" the sensors, or so says Kingsbury. I know we use different criteria for a complete failure - but the fact is there are no touch-enabled products on the market with Kodak's silver halide films. Moreover, Kingsbury and Kodak have been very hesitant to disclose actual pricing and costs, because they know that their sensors and the modules made with their sensors are simply not competitive with ITO-based ones.

    Yes, AGFA is not a complete failure by my definition, but a failure anyway. The blue high-resistance PEDOT has even less market penetration than metal mesh and silver nanowires, with no proven cost advantages on module level compared to ITO.
    Jan 10 01:22 PM | Likes Like |Link to Comment
  • Uni-Pixel's Declining Production Capability And Inconsequential Purchase Orders [View article]
    John: I read J Touch's financials filings, where they claimed that they are developing their own silver mesh program, and if I remember correctly, the filings stated that they were supposed to be shipping in the second half of last year. Now they have resorted to buying expensive, and therefore uncompetitive, patterned silver halide film from Kingsbury/Kodak (assuming, of course, that Kingsbury and Kodak will actually deliver anything in volume, which is far from certain). That tells me that J Touch's own program has failed.

    Well, nice to hear that Xymox does "custom" stuff. So, since you know them well, which Xymox products, specifically, use PEDOT, and where can I buy them? Or is custom an euphemism of vaporware? Until I can buy an actual product made with Kodak's PEDOT, I, and you, have to assume that Kodak, and its partner Xymox, are complete failures as far as PEDOT touch sensors are concerned.

    I know that you have the experience and numerous connection. You also know that there are quite a few bad apples in this business. Until an actual product can be bought and inspected, without signing an NDA, it is safe to assume that the product does not exist. Or am I missing something?
    Jan 10 12:51 PM | Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Uni-Pixel [View article]
    giosef: That is correct. 6-micron-wide features cannot be printed with a flexographic process reliably. If you don't know, maybe you should ask the experts who put together the Flexographic Image Reproduction Specifications & Tolerances document? 6-micron-wide features can be printed with a gravure printing process, but UniPixel gave up on that in 2011.

    Kodak has not been able to verify anything - that is why Kodak is not producing any touch sensors using UniPixel's flexo process.

    There is no risk here. UniPixel's process simply does not work and cannot be made to work. UniPixel is a Techno Ponzi.
    Jan 10 11:19 AM | Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Uni-Pixel [View article]
    Greenfire87: UniPixel has had the ability to pattern conductive lines at less than 5-micron width in a metal mesh since 2010, according to its corporate presentation (see my article), yet it has zero production revenue. Other companies, who are not Techno Poznis, have sucessfully shipped over 200,000 sqft of metal mesh touch sensors. So there must be some difference between the output of a Techno Ponzi and an actual product, no?
    Jan 10 11:13 AM | Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Uni-Pixel [View article]
    Greenfire87: MNTech's silver metal mesh has been in actual devices, Samsung AIOs, on the store shelves of BestBuy, Staples, etc., since the end of 2012. MNTech embosses and deposits the organosilver ink directly into 10-micron wide mesh lines - unlike UniPixel's fantasy, MNTech's process does not utilize any flexo printing or electroless plating. UniPixel's entire production level output since its 10 million sqft/month sensor capacity was installed and calibrated in June 2011 till today, 50 sqft of units in total, has been completely rejected by the potential customer in May 2013. Silly indeed.
    Jan 10 10:54 AM | Likes Like |Link to Comment
  • Uni-Pixel's Declining Production Capability And Inconsequential Purchase Orders [View article]
    Greenfire87: I am sure John could use a little from you with his research. Can you help him? For example, how many units of 21 and 23 inch metal mesh touch sensors were shipped to Samsung last year by MNtech, the worldwide market leader in metal mesh? As MNTech is a public company, we know that the number was over 100,000 as of September 2013 end. Kodak, on the other hand, has shipped zero units of PEDOT touch sensors, zero units of silver halide touch sensors, zero units of copper mesh sensors, and zero units of any touch sensors whatsoever till today. So, a little help for John here?
    Jan 10 10:40 AM | Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Uni-Pixel [View article]
    giosef: UniPixel claims that printing is not enough. After printing, UniPixel needs to plate. MNTech, on the other hand, does not need to plate. MNTech was the worldwide market leader in metal mesh last year.
    Jan 10 10:08 AM | Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Uni-Pixel [View article]
    hackman328: Of course there is a problem with the process. The entire output of UniPixel's process to date, 50 production units handpicked by UniPixel, was rejected completely by the prospective customer in May 2013, as disclosed at the Cowen conference last year. We already know what the new testing equipment will do. You can see pictures of it in my article.
    Jan 10 10:05 AM | Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Uni-Pixel [View article]
    Ivan - what you say may not be entirely correct. Gravure printing, as supposed to flexo, may actually get to less than 10 micron, although at relatively slow speeds and not necessarily roll-to-roll or double-sided. Here is one example: http://bit.ly/1a6sspN Here is another example: http://bit.ly/1a6sspP
    I also believe that MNTech patterns its 10 micron lines by simply embossing organosilver ink, although I am not 100% sure.

    The nice thing about gravure printing of conductive metal inks is that it eliminates the need for plating. UniPixel relies on plating, which may look like an additive process, but in fact generates enormous toxic water waste and requires special environmental permits.
    Jan 10 09:49 AM | Likes Like |Link to Comment
  • UniPixel delays InTouch sensor production to Q2, shares -5.4% AH [View news story]
    Buysider2: One of the current co-CEO has been a Chairman of UniPixel's Board since May 2008. The other co-CEOs has been a Director since March 2007. They have approved all the actions of the ousted CEO, at least until May 2013 and got rewarded for it with stock options. So, they were well aware that the August 2011 statement by the company was a lie, yet they approved of it.

    Mr. Berg was not a valued executive of Flextronics. Whoever is feeding you these lies is just being "polite." Here is some hint about his departure: http://bit.ly/1lHh48L . But, even better, you should ask Mr. Berg to compare current ITO touch module prices with UniPixel's quotes to the OEMs, and you will know all you need to know about him. Of course, he knows that those prices are irrelevant anyway, as UniPixel's manufacturing process simply does not work - both front and back-end yields are atrocious and can't be fixed. More details from me at the appropriate time...

    The people who brought Kodak down have nothing to do with film. The current CEO of Kodak you so much admire initiated a bunch of money-losing "repositioning" projects, including the dismal consumer inkjet printer failure, and is now on its way out (his departure is set for the Fall of 2014). Kodak's complete failure in the touch sensor market dates back to the PEDOT co-development with Heraeus, initiated under the current CEO of Kodak.

    So, there is no new management at UniPixel and there is no new management at Kodak either. And a Techno Ponzi won't stop just because the SEC is investigating - this company has been lying for more than 5 years with the approval of the same Chairman and Board of Directors - but will once the investigation is concluded.

    UniPixel's customers could not have indicated anything to anybody, as UniPixel does not have any customers given that it has no production revenues. Moreover, why would anyone want an alternative touch solution, when ITO solutions are better and at least 20% cheaper?
    Jan 10 01:21 AM | Likes Like |Link to Comment
  • UniPixel delays InTouch sensor production to Q2, shares -5.4% AH [View news story]
    Buysider2: Don't pretend that you haven't read my article. In it I show how UniPixel, with the approval of the Board, lied on the earnings call in August 2011, with the CTO present, that the company had installed and calibrated 10 million sqft/month sensor manufacturing capacity by the end of June 2011. That was no projection - it was an outright lie.

    I am unfamiliar with Mr. Rusenko, but where was he while UniPixel, with the approval of the Board, was misleading investors last year? I am however quite familiar with Mr. Berg. And that is why I have no doubts that UniPixel was and still is a Techno Ponzi.

    Regarding Kodak - those are the same people who brought the company to its knees into bankruptcy. I wrote about it in a previous article, and former Kodak employees agree with me - the new Kodak cannot change the laws of physics, despite your hopeful wishes. The evidence that InTouch cannot work reliably in volume is readily available - just ask any flexo print expert!
    Jan 9 09:09 PM | Likes Like |Link to Comment
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