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Richard X Roe

 
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  • An Update Of Uni-Pixel's Production Status [View article]
    Nomo123: INTC is not overstepping any bounds. It was UNXL's miscommunication that caused INTC to put false information into a tutorial presentation. INTC is simply disclosing what UNXL told it after the "incident." The fact that UNXL has failed again is not a material non-public information as far as INTC is concerned. In fact, it should not be a surprise to anyone who knows anything about UNXL as UNXL's touch sensor product has been a failure since 2010 - read this - http://seekingalpha.co... .
    Jun 17 02:08 PM | Likes Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    Nomo123: If UniPixel had started production or was about to start anytime soon, why would UniPixel decide to forgo the opportunity to tell the good news to potential customers and potential investors? Computex Taiwan is the industry show where OEM and ODM companies go to find potential suppliers by looking at the products first hand. If UniPixel had a functioning product but kept it secret, how are those potential clients going to learn about it?
    Jun 17 02:03 PM | Likes Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    Nomo123: I have a proof (in the form of a digital record) that UNXL told INTC directly earlier this month that production has not started. I also have a proof that, based on UNXL's feedback, INTC no longer expects that UNXL will start production anytime soon. No flaw in my logic, I am afraid.

    The indirect evidence I have presented further supports INTC's view that UNXL won't start production in July, August, and September.

    Of course, instead of asking INTC or UNXL, you are welcome to wait till June 25 to learn the truth.

    By the way, the fact that UNXL has not started production and is not about to start anytime soon is in no way material non-public information, as far as INTC is concerned.
    Jun 17 01:58 PM | Likes Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    libertyfree: Not true. UniPixel's co-CEO (now simply a Director) stated in early January (sometime between January 6 and 15) that touch-screen commercial production was scheduled to begin by July 1:

    "Although Yankowski admitted that it is challenging to get the manufacturing facility up and running to produce working touch screens, and UniPixel is still "fine-tuning" its production process, he holds that the first touch-screen commercial production is scheduled to begin by July 1."

    I provided the link - http://bit.ly/1jwuiSg - in my article.

    So you have been misinformed about when production was supposed to start.

    June 5 is important, because on that date UniPixel decided to keep investors in the dark about the fact that production has not started, and instead scheduled a call for June 25. Intel was told directly by UniPixel that production has not started, and Intel now has no idea when UniPixel will start production, which means that production is not going to start anytime soon.
    Jun 17 01:32 PM | Likes Like |Link to Comment
  • An Update Of Uni-Pixel's Production Status [View article]
    BenRab: If you have doubts, you should address them to UniPixel. UniPixel, after all, is a public company. It is not clear to me why the shorts need to cover before June 25 if UniPixel told Intel earlier this month that production has not started (it was supposed to start by July 1, according to UniPixel's then co-CEO and now Director).

    I am not playing a game, UniPixel is. UniPixel had the opportunity to tell the truth to investors on June 5 (the truth that production has not started, which it told only to Intel). Instead, UniPixel decided to keep investors in the dark until June 25. If I were lying, why isn't UniPixel suing me?
    Jun 17 12:27 PM | 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]
    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: 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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