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  • Why Is Uni-Pixel Falling? [View article]
    As for the MDB Research reports...if you click on the links for any of the companies you'll see none of them are currently working - not just UniPixel's.

    Also, in full disclosure you should have disclosed your short position.
    Jan 25, 2013. 11:02 AM | 2 Likes Like |Link to Comment
  • Uni-Pixel: Independent Market Analysis Suggests Losses For 2013 [View article]
    These lame attempts to discredit UniPixel, it's product and it's management will certainly continue even though they are filled with errors to mislead investors. However, their impact on the stock price is diminishing and soon, sooner than many think, the formal sales and marketing agreement with Texas Instruments will be out and the next preferred pricing deal. Desparation seems to be these peoples only hope.
    Jan 16, 2013. 07:51 PM | Likes Like |Link to Comment
  • After Mark Hurd resigned as H-P's (HPQ) CEO in 2010, Steve Jobs told Hurd and other friends he feared H-P's board would now "send the company spiraling into chaos," according to BloombergBusinessweek. As Jobs' fears have arguably been realized, many inside H-P have accused Hurd of mortgaging H-P's future. But while some of those critiques may be valid, "they fail to capture why HP’s prospects got so much worse so quickly after Hurd left," the magazine notes The constant through it all has been chairman Ray Lane, accused at times of filling H-P's oft-criticized board with cronies. [View news story]
    Carly, Mark, Leo and now Meg. Compaq, Palm, EDS, and Autonomy. A ship of fools and their foolish moves. HP's recovery, if it indeed happens, will take a long time.
    Jan 12, 2013. 05:01 PM | 9 Likes Like |Link to Comment
  • House Republicans - including House Majority Leader Eric Cantor - are reportedly overwhelmingly opposed to the fiscal cliff deal approved by the Senate. The House appears poised to amend the deal and send it back to the Senate, setting up a legislative high-wire act. [View news story]
    Amen to that - unfortunately spending cuts and higher taxes are the answer..
    Jan 1, 2013. 06:00 PM | Likes Like |Link to Comment
  • LeapFrog Shares Could Double In 2013 [View article]
    Really liked your article - quite thorough.
    Dec 28, 2012. 08:14 AM | 3 Likes Like |Link to Comment
  • Uni-Pixel - Stock Blooms With The First Of Many Deals To Come [View article]
    On the last conference call the CEO Reed Killion said that they had already had four design wins for tablets and they currently are working with something like 30 oem's in sampling & testing UniBoss. The first deal is always the toughest one to get. I'm not sure when we'll see the next but I believe we'll see quite a few in 2013.
    Dec 11, 2012. 07:59 AM | Likes Like |Link to Comment
  • Touch Sensors: The Next Generation [View article]
    Eduard, in my opinion you should check out UNXL and think about picking up some of their shares. Only about 9 million shares outstanding, great future prospects and increasing institutional ownership. The possible stock price appreciation is truly great.
    Nov 18, 2012. 02:45 PM | 2 Likes Like |Link to Comment
  • Touch Sensors: The Next Generation [View article]
    He isn't "wildly" off the mark. The main coating process for ITO use in touch screen production is sputter deposition process in most cases. There are many more manufacturing steps involved in the ITO touch screen process than with metal mesh and the rare earth elements that are used for ITO are expensive and mainly controlled by China.

    ITO is on the wane and the new technologies will replace most of its uses in touch screen production.

    On a side note, what did you wind up doing after Applied Material purchased Applied Films?
    Nov 18, 2012. 11:23 AM | Likes Like |Link to Comment
  • Hewlett-Packard's Focus On Tablet Market And Restructuring Efforts Make It A Buy [View article]
    "HP suffered a considerable loss of $8.9 billion in the last quarter, primarily due to the drastic decrease in computer sales, the economic turmoil in Europe and slow growth in China."

    That was to adjust for the goodwill on the books from the EDS purchase not "a drastic decline in computer sales". The company is still not anywhere near a buy at this point but that statement is way off base.
    Aug 25, 2012. 10:15 AM | 2 Likes Like |Link to Comment
  • 6 Reasons To Stay Away From Hewlett-Packard [View article]
    "meg whitman clearly stated on the last conference call that cost cuts will be plowed back into the company to drive innovation"

    I'll believe that when I see it. HP has completely forgotten how to innovate. Carly, Mark and Leo were all very damaging to HP in their own different ways. I don't see Meg being successful with that. The company needs to get back to its engineering roots and hire a CEO that to some degree has an engineering background.

    As for the $50 to $60 price target...I don't see that at all. The only stable margins they have are the low margins from their "me too" businesses. Their margins in pc's and services will shrink over the next few years as the competition gets more fierce.
    Jul 5, 2012. 09:16 PM | Likes Like |Link to Comment
  • Hewlett-Packard: Recent Director Stock Purchases... Much Ado About Nothing? [View article]
    HP Shareholder - I totally agree and that's why I wrote the piece. I hated the way the story kept on being touted that there was this huge insider buy and that this must be the time to jump in and buy HP stock. It was essentially pre-arranged due to the director agreement. I agree...lets see Whitman put a significant amount of skin in the game as a vote of confidence.
    Jun 14, 2012. 12:18 AM | Likes Like |Link to Comment
  • Microvision's Disruptive Imaging Technology Is Starting To Emerge [View article]
    I think both are likely to use it in the future but let me qualify that a bit. I would imagine that we'll eventually see it in an Android item / phone first. Apple volumes are just way too big to handle right out of the gate. However, management's goal is to head towards a licensing model kind of like PANL. In an Apple situation they'd license the technology to Apple and let Apple source the DGL's and use their own supply chain.

    Management has said that their is a lot of interest from auto manufacturers in using Microvision's technology for the HUD. In fact, they signed an development agreement with an auto manufacturer a while ago to work with them on it. Wasn't revealed who it is.

    HUD, Game Gun, Notebook / Tablet then eventually smart phone. That's kind of the progression I'm expecting.
    Jun 12, 2012. 08:18 AM | Likes Like |Link to Comment
  • Microvision's Disruptive Imaging Technology Is Starting To Emerge [View article]
    Having followed the company for years I think I would phrase it as "Great technology but a horrible investment for investors". However, I truly think the investment part is turning the corner.
    Jun 12, 2012. 08:10 AM | Likes Like |Link to Comment
  • OK, You Sold In May... Now What? [View article]
    The piece was not intended to provide "new ideas" for investments. It was aimed more as a reminder to new investors to be cautious in their investing during less than certain economic times.

    I obviously have just started to contribute to SA and haven't written the number of articles that you have. However, the first two I wrote were in my opinion excellent investment opportunities. The first was on UNXL which has fantastic growth potential and the other was on MDU which provides a nice dividend and a growth as well. You might want to check them out. Thanks for being so critical.
    Jun 6, 2012. 09:34 AM | 2 Likes Like |Link to Comment
  • MDU Resources Group - A Safe Dividend Play With Growth Built In [View article]
    The company is really in a very good position right now. Their increased investments into their Baaken properties is going to pay off nicely for them in the short term and even better in the long term. Their other diverse businesses will do ok in this economy and will excel when the economy eventually gets going again.
    Jun 5, 2012. 10:58 PM | Likes Like |Link to Comment