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Richard X Roe

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  • An Update Of Uni-Pixel's Production Status [View article]
    Keubiko: Actually, since 2010. The company officially announced its roll-to-roll touch sensor technology, UniBoss, in May 2010. At the time Uni-Pixel claimed to be "scaling up the process for full scale production" with plans to have pilot production quantities available by the end of September 2010.
    Jun 17 10:52 AM | 2 Likes Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    libertyfree: Here is what a senior Intel employee told me after the June 5 press release went out: "I do not know when Uni-Pixel will start production, and I am very unwilling to guess, given the recent incident."

    I wouldn't call that an interpretation. Intel is UniPixel's eco-system partner, and UniPixel claims to have a great and close relationship with Intel.

    UNXL's objection was specific - production had no started (as of early June). You can contact UNXL's management, and they will tell you the same thing. Or you can wait till June 25.
    Jun 17 10:44 AM | 2 Likes Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    Options_SS: That is correct. I have a digital record of the fact that UNXL told INTC directly that UNXL has not started production. Wasn't it clear from the article?
    Jun 17 10:20 AM | Likes Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    kcchris: You should read my article.

    It is unclear how Uni-Pixel became aware of Intel's presentation (although an investor request for clarification was sent to Uni-Pixel on June 3), but the company contacted Intel, objecting to that statement, since, in fact, production had not started yet. Intel then removed the incorrect statement from the materials on June 4th. Another slide with a description of Uni-Pixel's manufacturing process was also removed, just to be "as conservative as possible," even though Uni-Pixel had not asked for that other change. The next morning, Uni-Pixel issued the press release about the upcoming operational update.

    In a follow-up, Intel's representative stated (personal communication):

    "I do not know when Uni-Pixel will start production, and I am very unwilling to guess, given the recent incident."
    Jun 17 10:11 AM | 2 Likes Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    kcchris: Why schedule an update for June 25, when management could have told the truth on June 5?

    The truth is that UniPixel has told Intel directly earlier this month that production has not started and is not about to start anytime soon. If UniPixel is delivering in July or August, why miss Computex and those conferences?

    Thank you.
    Jun 17 09:51 AM | 1 Like Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    Small correction: The Liolios Group Gateway Conference is scheduled for September 4, not September 7.
    Jun 17 09:40 AM | Likes Like |Link to Comment
  • Atmel Now An Execution Story [View article]
    On XSense: You say that revenue has disappointed so far and the business is pulling down margins as a result. It appears that Asus, Atmel's first XSense customer, lost interest in the product very quickly, and HP is probably not far behind. So, how much revenue has XSense generated for Atmel since it was commercialized in 2012 and how many sensors have been shipped trough the end of March 2014?

    Simple back-of-the-envelope calculations show that Atmel's XSense cost of manufacturing is not competitive with that of ITO sensors. An ASP of about $10 for a 10-inch sensor at 50% gross margin implies cost of manufacturing of about $10 per sqft, while ITO film and OGS sensors appear to be less than $8 per sqft, for sizes 15-inch diagonal or less. Since all the sensors shipments so far have been bundled with touch controllers, is Atmel giving away the sensors or the touch controllers for free?
    May 15 04:37 AM | Likes Like |Link to Comment
  • First Of Many HP Printers With Neonode Touch On Sale; Bloated Shorts Begging For A Squeeze [View article]
    axb7092: Investors who don't understand that accounts receivable are created exactly at the moment revenues are generated, not prior to revenue recognition, deserve their losses.

    On a separate note, wasn't someone arguing that $700K in revenues from HP printers would be recognized in Q1?

    Finally, there are no NDAs, because there is no reason for any NDAs. Infrared touch is not something special - HP knew how to do it in 1983 ( see http://bit.ly/PrtuCg ).
    May 13 10:22 PM | Likes Like |Link to Comment
  • First Of Many HP Printers With Neonode Touch On Sale; Bloated Shorts Begging For A Squeeze [View article]
    mikeasa: How does the stock market work?
    May 9 12:38 PM | 1 Like Like |Link to Comment
  • First Of Many HP Printers With Neonode Touch On Sale; Bloated Shorts Begging For A Squeeze [View article]
    mikeasa: You can't crash the shorts by offering your stock at $4, a price not seen since 2012.
    May 9 12:14 PM | Likes Like |Link to Comment
  • Neonode: 6 Reasons To Buy This $6 Stock [View article]
    mikeasa: A new day, a new 52-week low.
    May 9 10:59 AM | Likes Like |Link to Comment
  • Neonode: 6 Reasons To Buy This $6 Stock [View article]
    J.J. Cohen: So it is a $4 stock, not a $6 stock?
    May 9 10:42 AM | Likes Like |Link to Comment
  • UniPixel hires LCD equipment vet to be its CEO [View news story]
    John:

    Samsung has been using MNTech's silver metal mesh in all its touch-enabled monitors and all-in-ones since late 2012 on the shelves in major electronics stores (see DP700A3D, for example). MNTech was the worldwide leader in micro mesh last year, but is no longer producing anything (allegedly due to a fire in its facilities late last year). Atmel has a few thousand copper micro mesh sensors in the HP Omni 10 tablet and two other low-volume HP products. And that is all, as far as I can tell, despite various Windows 8/8.1 certification and design wins from Fujifilm, O-film, etc - there are no other real products, from what I can tell.
    May 5 12:54 PM | Likes Like |Link to Comment
  • First Of Many HP Printers With Neonode Touch On Sale; Bloated Shorts Begging For A Squeeze [View article]
    axb7092: Yes, Neonode is "running out of ammo and excuses." The stock hit a 52-week low last month. End of story.
    May 3 09:30 PM | Likes Like |Link to Comment
  • First Of Many HP Printers With Neonode Touch On Sale; Bloated Shorts Begging For A Squeeze [View article]
    axb7092: Well, if that were the case, why is the market share of Neonode's licensees so insignificant? There were about 1.5 billion touchscreens shipped in 2013 ( http://bit.ly/1fZgq1q ), of which Neonode's licensees did about 0.003 billion in total, resulting in 0.2% market share. Neonode's revenues declined in 2013, while the market grew over 25%. What is Neonode not telling you?
    May 3 07:47 PM | Likes Like |Link to Comment
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