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Chris Hofmann
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Personal investor focused on small/micro cap stocks, often tech based, with a 6 to 18 month holding period.
  • Is Uni-Pixel Working With Synaptics? 5 comments
    Apr 26, 2013 9:32 AM | about stocks: UNXL

    Last night, Synaptics had their earnings report, crushing estimates and guiding even higher. During the Q&A of the Conference Call, Raji Gill from Needham & Company asked about ITO replacements for large screens (didn't mention any names), The response was as follows:

    Hey, Raj it's kind of number one supplier in touch we have to look at multiple technologies across the board because it can really depend by the OEM, the application and so on.

    So as OGS approaches it seems to be primarily you're talking about the larger touchscreen. That is the clear market leader at this point which uses ITO obviously. But we are seeing a lot of interest in Metal Mesh as well and then other things metal and glass and future concepts.

    So we support the ecosystem, so in the case of Metal Mesh, there is Uni-Pixel, there is OhmFilm, JTouch Fuji etcetera. that's actually a fairly long list of potential suppliers there and we work with the ones that ultimately be OEMs want us to work with.

    Notice - Uni-Pixel is first on the list AND "we work with the ones that ultimately [the] OEMs want us to work with". This supports all the rumors that Synaptics is working with Uni-Pixel (NASDAQ:UNXL) for Dell.

    Most importantly, however, is that Uni-Pixel has a huge short interest based on claims of fraudulent activity, lies, and scams. This proof that Synaptics has not only worked with UNXL touch screens but also has approved it completely belittles this thesis.

    The only remaining risk is mass manufacturing which I expect we will hear positive updates on during UNXL's conference call Tuesday April 30th.

    Disclosure: I am long UNXL.

    Stocks: UNXL
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Comments (4)
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  • Green River Asset
    , contributor
    Comments (309) | Send Message
    Thanks, Chris. What makes you think Synaptics isn't in on the scam with Intel, Kodak, Dell, Texas Instruments, and NTrig? ;o)
    26 Apr 2013, 10:14 AM Reply Like
  • netmore
    , contributor
    Comments (37) | Send Message
    Thank you, Chris!
    26 Apr 2013, 10:28 AM Reply Like
  • Aristides Capital
    , contributor
    Comments (527) | Send Message
    that Synaptics has chosen UNXL as one of the firms it is working with has been known by the analyst community (and therefore by you) for several months now.


    make hay while the sun shines, man, because reality is going to be cold and hard when it comes.
    29 Apr 2013, 09:15 AM Reply Like
  • JBird61
    , contributor
    Comments (293) | Send Message
    Who cares about your 0.2% comments?
    Put your money where your mouth is.


    The author is presenting facts, and yes it is a fact that Synaptics has worked with Unipixel, but the news is that not only did Synaptics mention Unipixel at the top of the list, but confirmed that the driver for that relationship has been the OEM. In other words, the rumors have been substantiated. "This supports all the rumors that Synaptics is working with Uni-Pixel (UNXL) for Dell."
    29 Apr 2013, 10:48 AM Reply Like
  • Ives Research
    , contributor
    Comments (6) | Send Message
    Chris, I hear JT Marlin is hiring. You'd fit in great there.
    12 Jun 2013, 04:02 PM Reply Like
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