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Richard X Roe  

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  • Key Takeaways From Neonode's Most Recent Quarter [View article]
    Tech Aquisitions: Your statement that Neonode had no market share in the auto space a year ago contradicts Neonode's filings with the SEC. As I mentioned, actual numbers show that Neonode is already losing share in the auto space.
    May 13, 2015. 04:16 PM | 1 Like Like |Link to Comment
  • Key Takeaways From Neonode's Most Recent Quarter [View article]
    stampcollect15: I did not make the statement you attribute to me. However, I stated that Neonode is losing share in the automotive space. And that is basic math.

    Using your example: Five of the widgets last year had capacitive or infrared touch (95 widgets used resistive). Now 50 have capacitive or infrared touch (and 50 have resistive). Company B's share went from 40% last year (2 out of 5) to 20% (10 out of 50) now. That's called a share decline. Company A's share grew infinitely. The market grew 900% (from 5 to 50).

    In reality, things are much worse for Neonode - IHS does not even consider innfrared a credible technology in the auto market - for obvious reasons (which TPK has also spelled out).
    May 13, 2015. 04:14 PM | Likes Like |Link to Comment
  • Key Takeaways From Neonode's Most Recent Quarter [View article]
    stampcollect15: You can't read. The capacitive touch in autotomotive is growing faster than Neonode's tech. Therefore, Neonode is already losing share in automotive. Let's repeat for those who can't read: the numbers of actual design wins over the past year for TPK and Neonode show that Neonode's share in automotive is declining.

    There is a difference between unit growth and share growth. Newsflash for you: unit growth can still result in share loss, if the competitors are growing faster. Neonode's share was tiny and is now even tinier. Can you say 0.1% and declining?

    Apparently stamp collectors can't read and have wild imagination.
    May 13, 2015. 03:26 PM | 1 Like Like |Link to Comment
  • Key Takeaways From Neonode's Most Recent Quarter [View article]
    stampcollect15: TPK was in zero models a year ago and is now in over 100. That's infinitely faster share growth than Neonode's. Basic math.

    Capacitive touch is indeed growing faster than 900% in the auto market for infotainment systems. At the expense of resistive. Infrared touch does not even register.

    Management lied on the call about the sequential growth in HP revenues (or lied in its 10Qs and on previous calls about HP revenues).

    You are welcome.
    May 13, 2015. 03:02 PM | Likes Like |Link to Comment
  • Key Takeaways From Neonode's Most Recent Quarter [View article]
    stampcollect15:

    Neonode is already losing share in automotive. Neonode's car model wins - less than 10 over the past year. TPK's car model wins: 102. TPK does capacitive touch modules, and TPK has less than 10% share in capacitive touch. According to IHS, most cars will be designed with capacitive touch in 2017, with the rest using resistive touch - infrared is not even in the picture.

    Neonode's revenues from HP declined in Q1 vs Q4, according to Neonode's disclosures. Capacitive touch makers have flooded the printer segment now that the phone market growth has slowed and tablet market has declined, and capacitive touch is cheaper than infrared.

    Factual, not counterfactual. Stamp collectors rely on luck.
    May 13, 2015. 01:00 PM | Likes Like |Link to Comment
  • Key Takeaways From Neonode's Most Recent Quarter [View article]
    Daniel Carlson: Amazing article, as usual. Two questions:

    1. In which quarter did Neonode's technology become cheaper but of equal (or better) performance compared to capacitive touch? The reason I am asking is that Neonode's technology is actually more expensive than capacitive touch and it offers quantifiably worse performance, for all the diagonal sizes that matter.

    2. What is Neonode's current market share and what was it a year ago? The reason I am asking is that Neonode's is already losing its market share in printers and automotive (just as it has been losing share for some time in phones, tablets, and eReaders), using Neonode's own definition of the touch market, which pins Neonode's market share to less than 0.2%. Infrared, in general, is about to disappear from all computing devices, including AIO PCs in 2016, according to IHS.

    Dilutive financing is imminent. Stock's fair value continues to be zero.
    May 13, 2015. 11:59 AM | 1 Like Like |Link to Comment
  • UniPixel expects 2015 XSense revenue of "at least" $10M [View news story]
    Stock Market Mike: XSense's margins have been disclosed by Atmel. Gross margin was negative 80% in Q1 2015, and operating margin was negative 190%. Why do you say that Atmel's overhead was high?
    May 12, 2015. 10:20 PM | 1 Like Like |Link to Comment
  • Neonode's Lucrative Autoliv Deal Putting Doubt To Rest [View article]
    Aaron Faulkner: How so?
    May 6, 2015. 09:34 AM | Likes Like |Link to Comment
  • Neonode's Lucrative Autoliv Deal Putting Doubt To Rest [View article]
    32881815: You saw wrong. Cash was $6.1 million at the end of December 2014 and was down to $4.5 million at the end of March 2015, according to the press release and the 10Q. Not only is Neonode's technology obsolete and outdated, but Neonode can't even keep track of the NN1001 chips. The company is, of course, worth zero.
    May 6, 2015. 09:30 AM | 1 Like Like |Link to Comment
  • Uni-Pixel Finally Completes Its 'Go To Market' Strategy [View article]
    tommyboy1: Read the 8K filed by UniPixel (CIT supplied the film to Atmel for $0.74/sqft). UniPixel's film cannot work with Atmel's machines, because UniPixel's film is plain polyester while Atmel's machines need polyester film coated with catalyst that can be process with lithography.
    Apr 23, 2015. 10:00 PM | Likes Like |Link to Comment
  • Uni-Pixel Finally Completes Its 'Go To Market' Strategy [View article]
    tommyboy1: Paulo told you - Uni-Pixel's "own" technology (which actually came from CIT, the same company that supplied it to Atmel) has failed. Elo does not plan to use any 23-inch AIO sensors.
    Apr 23, 2015. 02:05 PM | Likes Like |Link to Comment
  • Uni-Pixel Finally Completes Its 'Go To Market' Strategy [View article]
    tommyboy1: According to DisplaySearch, the research outfit most often quoted by Uni-Pixel because its founder sits on Uni-Pixel's Board, embedded touch sensors accounted for 30% of smartphone touch sensors units last year. This year, the share could double, as high-profile phones such as Xiaomi's have moved to embedded sensors. Embedded sensors are now available for tablets and notebooks, too - basically, in all high-volume applications. Uni-Pixel can get whatever slivers you wish, but the problem is that embedded touch sensors are free, so Uni-Pixel will have to sell at an ASP of $0.00. The only exceptions are low-volume applications like AIO touch sensors, but those are already taken by the real metal mesh companies and Atmel's technology can't address them (the film's width is not enough). Good luck!
    Apr 23, 2015. 01:10 PM | Likes Like |Link to Comment
  • Uni-Pixel Finally Completes Its 'Go To Market' Strategy [View article]
    LindonT: I do not think they were Uni-Pixel employees yet: http://1.usa.gov/1GfGIeC , Section 6.5: Seller (Atmel) agrees not to terminate the Business Employees for a period of thirty (30) days from the Closing Date (April 16);
    Apr 21, 2015. 03:49 PM | Likes Like |Link to Comment
  • Are Neonode And Harman Teaming Up For A $900 Million GM Deal? [View article]
    917: The new SUV called "Baojun 560" is not a good example for you?
    Apr 20, 2015. 07:00 PM | Likes Like |Link to Comment
  • Are Neonode And Harman Teaming Up For A $900 Million GM Deal? [View article]
    TechViking: Of course Neonode has competitors for infrared touch screens in the automotive segment. One such competitor, according to TPK, is KUTOUCH ( http://www.sinobrave.com ). Infrared is an outdated and obsolete technology and out of patent.
    Apr 20, 2015. 02:46 PM | 1 Like Like |Link to Comment
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