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Richard X Roe

 
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  • Atmel: Why This Chipmaker Deserves Your Attention [View article]
    What, no more XSense talk? I thought Atmel had capacity to bring $100 million in XSense revenues this year at 50% gross margin. Atmel's management is simply not to be trusted.
    Aug 13, 2014. 11:07 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, 2014. 04:37 AM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    Buysider:

    Alpha Exposure made a mistake, it seems: http://bit.ly/19H412Y . Texas Instruments is the market leader in touch screen controllers, offering resistive and capacitive touch and haptic feedback solutions to support a broad range of performance options from simple, single-touch to high performance, multi-touch controllers.

    So the touch controller line is not discontinued. What Texas Instruments did was discontinue its relationship with UniPixel, permanently. And UniPixel failed to inform you.
    Aug 4, 2013. 10:52 PM | 1 Like Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    LindonT:

    I have it in writing. Remember, all Atmel and Carclo have said in the past was that XSense was "featured in some versions" of ASUS MeMO Pad 7-inch tablet. It turns out none of those versions made it on the store shelves. So, Atmel/Carclo did not really lie, they simply misled you!
    Aug 3, 2013. 02:32 PM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    LindonT:

    Give it up! The Asus tablet that Atmel/Carclo initially claimed contained XSense was the 7-inch MeMO Pad (model ME172V), which started shipping in February 2013, but was not really available in stores in US and Europe until April 2013. I did the inspections in May. All this is irrelevant now anyway, as an Atmel official has essentially admitted that no product on the store shelves, at least in the US, uses XSense currently. Contact Atmel directly, and you will learn the truth!
    Aug 3, 2013. 01:19 PM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    LindonT:

    UniPixel's "current" production process for UniBoss does not involve any embossing.

    If Atmel's XSense could be used to develop a touch module that could compete with ITO modules on cost, optical clarity, and performance, every OEM would be using it within 6-9 months (which is the typical design cycle). But now, more than a year has passed since Atmel/Carclo announced their first commercial order and no product on the shelves uses XSense. Which proves that Atmel's XSense is not competitive. Note also that the world-wide touch screen market is 26 million sq mtrs, so your imaginary capacity of "1 billion sq mtrs" for XSense is more than 38x the whole world-wide market (in other words, quite idiotic).

    Anyway, capacity is irrelevant when yield and process issues result in modules that can't compete with ITO.
    Aug 3, 2013. 01:04 PM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    jgassel:

    Are you saying that UniPixel's touch screens only work for consumer products but not for Audio & Imaging Products, including commercial and automotive? If that were the case, why did UniPixel's CEO make a big deal about automotive applications such as the Mercedes-Benz DICE at the Cowen conference on May 30th?

    Note also that Texas Instruments announced moving away from consumer electronics devices towards embedded applications such as commercial and automotive in September 2012. Yet, UniPixel's CEO insisted on the November 7, 2012 earnings call that UniPIxel was EXPANDING the relationship with Texas Instruments at the time (listen at about 20m:10s into the call).

    So, yes, we both know how the Synaptics thing is going to end.

    What vast majority of evidence are you talking about? All UniPixel has done since early 2010 is issue enthusiastic press releases about UniBoss and put together a few malfunctioning prototypes, yet it has received zero purchase orders. At least Atmel received an order for XSense in May 2012.

    And those are the facts.
    Aug 3, 2013. 12:34 PM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    Buysider:

    As already mentioned, in February 2012 Gaurang Shah, vice president of Audio & Imaging Products at Texas Instruments, supposedly expressed the same enthusiasm for partner Uni-Pixel: "UniBoss offers unparalleled cost and performance benefits that make it a perfect match for TI touch screen controllers. Together, UniPixel and TI will bring to market high-quality touch screen solutions at an extraordinarily low cost."

    Shortly thereafter, Texas Instruments abruptly stopped working with UniPixel, and no longer wishes to be associated with UniPixel in any shape or form. If you don't believe me, contact TI's IR or Mr. Shah directly.

    In other words, the CEO of touch-controller leader Synaptics is about to disassociate itself from UniPixel within a few short months! Just like TI, Carestream, Samsung, Targus, and, soon, Dell, Intel, and Kodak. But you already knew that.
    Aug 3, 2013. 01:29 AM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    LindonT:

    Billions, millions, it is all zero at the end. One billion sq mtrs is almost 11 billion sq ft. Assuming pricing of about $1 per inch, it comes to over $150 billion in annual XSense revenue at full capacity using your capacity number. If that's the case why the "expectation" of only $100 million in revenue for calendar 2014 for XSense (that is, less than 0.06% utilization)? In fact, why no product on the store shelves in US and UK uses any XSense?
    Aug 2, 2013. 07:14 PM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    Chris,

    My "proof" is public information, as Unipixel's CEO made the statement in a public forum in front of plenty of people, so the "proof" must already be reflected in the stock price which is down 30% since the statement was made. So, there is no reason to post it on the internet, for now. It is only YOU that claims that a Unipixel officer and Unipixel IR employee have denied to you that the CEO made such a statement in a public forum. But I do have the mp3, just in case it turns out that indeed a Unipixel officer intentionally lied to an investor.
    Aug 2, 2013. 09:27 AM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    Chris:

    If you have followed the career of Mr. Stone, you will know that his pattern of operation is to support the companies with which Cowen has entered into an underwriting agreement for a while, and only then do the eventual downgrade (long before the bankruptcy). However, I doubt that Mr. Stone has the stones to deny a statement made by a CEO in his presence in a public forum. So you go ahead and ask him!

    Not a few, all the 50 sensors previously announced as shipped to the PC OEM in late April, had to be reshipped due to a "design issue," according to Unipixel's CEO. And as of May 30, UniPixel was nowhere near ready with the new "design" (and was nowhere near ready reshipping them), according to Unipixel's CEO. Don't dig yourself into a deeper hole!
    Aug 2, 2013. 09:11 AM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    I actually demand that Chris sends me the names of the people (an officer of Unipixel and/or an employee of UniPixel's IR) who DENIED that the CEO has made such a statement, but he refuses. In other words, Chris is either 1) lying about the "denials" or 2) trying to protect people who lie to investors.

    Until he changes his mind, he won't get the mp3.
    Aug 2, 2013. 08:58 AM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    Chris Hofmann has now admitted that he never contacted Cowen's analyst, Robert Stone, regarding the statement by Unpixel's CEO made at the Cowen's conference. So, Chris Hofmann did not tell the truth when he wrote "I've done both."

    Mr. Stone, who was obviously present while the statement was made, will confirm that the CEO stated that the so-called "major PC" OEM discarded the sensors less than a month after receiving them from UniPixel due to "a design issue."
    Aug 2, 2013. 08:50 AM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    Chris:

    1. You have not contacted TI's IR or Mr. Gaurang Shah recently, have you?
    2. Actually, they will definitely mention a thing about UNXL.
    3. Only after you send me the name of the employee of UniPixel or UniPixel's IR who denied to you that the CEO has made the statement.
    Aug 1, 2013. 11:04 PM | Likes Like |Link to Comment
  • Atmel Needs To Show That Touch Can Be A Growth Business Again [View article]
    Chris:

    In February 2012 Gaurang Shah, vice president of Audio & Imaging Products at Texas Instruments, commented: "UniBoss offers unparalleled cost and performance benefits that make it a perfect match for TI touch screen controllers. Together, UniPixel and TI will bring to market high-quality touch screen solutions at an extraordinarily low cost."

    But shortly thereafter, Texas Instruments abruptly stopped working with UniPixel, and no longer wishes to be associated with UniPixel in any shape or form. If you don't believe me, contact TI's IR. What's new?

    And I now have in my possession an mp3 recording of that statement by the CEO about the 50 discarded units by the PC OEM due to the "design issue." Let me know who, specifically, told you that the CEO did not made such a statement in a public forum on May 30!
    Aug 1, 2013. 10:14 PM | Likes Like |Link to Comment
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