Seeking Alpha

Ivan Jimenez's  Instablog

Ivan Jimenez
Send Message
I'm an aircraft mechanic by trade.
  • Vote Of Non-Confidence For UNXL 6 comments
    May 31, 2013 6:24 AM | about stocks: UNXL

    Investors have given a vote of non-confidence to UniPixel and Aristide Capital explained why. Basically they said one thing and then another thing raising questions.

    UniPixel what is your yield?

    Is it 70% or are you trying to reach 70% or in theory it should be 70%?

    How you know what yield are you going to have if you are not in mass-production yet?

    What a dilemma!

    This is what I don't get!

    Why spend so much money in Kodak and Asian tours if you can't get your pilot line right?

    If it was me I would get my pilot line working and producing and then after I got all the bugs work out I would go big.

    But UniPixel wants to go big first and then start mass-production.

    If it was me I would take care of my costumer that paid me 5 million to get a production line ready.

    Why look for new costumers when you haven't even taken care of your first costumer?

    Little White Lies

    There was once a little Texas company that had a technology to make small copper lines. Their yields were not good but the company was going bankrupt so they said. Lets say that we can mass-produce this thing. I think that with some money we can make it work. So they went and got 5 million from Dell. They had samples and that was all what they needed to make the deal go through. Now they had some money and lots of hype about their "amazing" technology that will revolutionize the industry.

    Then they realised "We can't get this working. Yields are all bad" Petrovich boy said. And Killion boy said "I got an idea lets get with Kodak I know they can help us get this done right." Lets do a public offering and raise millions. I know that with Kodak and a few millions we can get this working." And they did and the little white lie grew and even Intel got interested and invited them to China for a tour and Killion proudly demonstrated its amazing 50 sensors and everyone was amaze. And then SYNA got interested and said "Oh my, what an amazing technology".

    Then the word got out and investors started to pour in money. Families invested their life savings in this amazing stock and one day the analyst realised they are being had and pulled the carped and lots of innocent people got margin calls and lost everything.

    Lesson to Learn

    I hope I'm wrong and UniPixel goes into mass production and takes over the market but I think they are full of it. I think this company will fail and it will go bankrupt.

    I know you pixies think that this is a big plot to lower UNXL price so shorts can get on-board but no. The market has spoken and given a big vote of non-confidence to UNXL.

    Sorry for your lost.

    Stocks: UNXL
Back To Ivan Jimenez's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (6)
Track new comments
  • JBird61
    , contributor
    Comments (284) | Send Message
     
    It is truly SAD, Ivan, that you have to resort to children's storybooks to create fiction for your short thesis.
    Your timeline is all wrong, by the way. The Little Red Riding Hood meets up with the wolf before the woodsman gets involved.

     

    Now that the FACT that ATML is working with UNXL has been uncovered, are you going to quit dissing the little company from TX? They may be the savior of your ATML stock future value, because obviously CIT/Carclo are on their way out at ATML.
    3 Jun 2013, 09:56 PM Reply Like
  • Ivan Jimenez
    , contributor
    Comments (400) | Send Message
     
    Author’s reply » "Now that the FACT that ATML is working with UNXL"

     

    I think your story of fiction is as creative as mine ;-)
    4 Jun 2013, 01:26 AM Reply Like
  • JBird61
    , contributor
    Comments (284) | Send Message
     
    You don't believe the Cowen analyst knows what was demo-ed at the Cowen conference?
    Or is Barrons writing fiction also? (and don't compare these data with the opinions in Avi Salzman's article).

     

    "At the Cowen TMT Conference, UNXL had two working versions of UniBoss: a 10.1-inch Chi Mei Innolux display with an N-trig controller, and a 13.3-inch LG display with an Atmel controller. "
    http://bit.ly/ZrnpuQ

     

    Do not tell me you are unaware of that, because I don't think you are that 'out of touch'. Tell me how a UniBoss demo has an Atmel controller without the two companies working together, please. TIA
    4 Jun 2013, 01:06 PM Reply Like
  • Ivan Jimenez
    , contributor
    Comments (400) | Send Message
     
    Author’s reply » Hi

     

    I don't think that Atmel would discriminate against UNXL like SYNA says in their earnings call they will work with any touch screen supplier the costumer would request.

     

    That's if Atmel had any involvement in getting that controller there. This could have been done by a technician outside of Atmel's jurisdiction. Atmel gives controller samples to anyone and probably Dell has some Atmel samples.

     

    Like I said it happens that Atmel is one of the few supplier that have touch controllers customized for the low resistance values of metal mesh using their controller does not constitute an endorsement by Atmel.

     

    4 Jun 2013, 02:29 PM Reply Like
  • JBird61
    , contributor
    Comments (284) | Send Message
     
    You are in total denial. You continue to ignore every datum that disagrees with your preconceived view of the past, present & future.
    4 Jun 2013, 04:47 PM Reply Like
  • Ivan Jimenez
    , contributor
    Comments (400) | Send Message
     
    Author’s reply » And you continue to speculate and assume things that are not there.
    4 Jun 2013, 04:53 PM Reply Like
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.