Green River Asset's  Instablog

Green River Asset
Send Message
The Green River Intrinsic Value fund is a relatively concentrated, long/short equity strategy. The fund seeks long-term absolute returns investing in deeply mispriced securities which are identified through a careful process of methodical fundamental research and due diligence.
  • Update From SID Conference 5 comments
    May 21, 2013 9:08 AM | about stocks: UNXL

    Just a couple of quick notes from the Society for Information Display conference which is taking place this week in Vancouver, Canada.

    Here's a link to a presentation given by Zane Ball of Intel entitled "Touch Everywhere." Zane makes the case that not only is touch going to be found in all manner of displays as it becomes less expensive, but touch will also be a catalyst for a full refresh cycle in the installed base of computers. That opportunity equates to over 500 million units (perhaps $5bn+ in sensor revenue).

    Note page seven of the presentation lists ecosystem touch partners, where UniPixel's logo is prominently displayed. Flatfrog is also there and so are several traditional touch module suppliers and integrators.

    It's also interesting that Intel focuses on the fact that "touch is driving higher resolution displays for closer viewing." This statement says quite a bit about their faith in Uniboss to provide a high-quality viewing experience. I believe UniBoss will be found in some of the highest resolution screens on the market.

    Geoff Walker of Intel gave a short course entitled "Fundamentals of Touch Technology" on Sunday. Geoff is a renowned expert in the field. In addition to working as a technologist at Intel where he helps coordinate touch strategy across business groups, he is President of Walker Mobile. His presentations usually give a good bird's-eye view of the touch landscape.

    A friend who attended Geoff's course shot me an email Sunday. He quoted Walker saying with respect to metal mesh, "printing is where this is going." Earlier Walker had said that UniPixel is the only direct printing process of which he is aware.

    I am trying to get a copy of Geoff's presentation to post.

    If you've heard anything out of SID please share it in the comments section below. If you have access to a presentation you'd like me to post just send me a note through SA.

    Disclosure: I am long UNXL.

    Stocks: UNXL
Back To Green River Asset'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 (5)
Track new comments
  • Chris Hofmann
    , contributor
    Comments (756) | Send Message
     
    GRA:
    http://bit.ly/16JkiDU

     

    Also, the Walker presentation refers to everything in terms of 'units' (first few slides), but I don't believe it ever defines what one unit is. Do you know? TIA.
    21 May 2013, 09:27 AM Reply Like
  • Green River Asset
    , contributor
    Comments (309) | Send Message
     
    Author’s reply » Thanks for that link, Chris. Just to note a correction to my blog, Walker says that UniPixel is one of the "very few" to be using printing.

     

    Walker's presentation is very positive on the prospects for metal mesh with the exception that he has concerns about the module manufacturers getting in the way. Some of these manufacturers are making their own metal mesh and they're upcharging customers when those customers push for alternate mesh solutions. I think this is why you'll see more integration by atml, unxl, Mirae, and others to provide their own module-like services. I have a feeling that the mesh solutions from some of these Asian vendors are not high quality and might not meet OEM specs.
    21 May 2013, 10:07 AM Reply Like
  • Hedge Fund Trader
    , contributor
    Comments (161) | Send Message
     
    U still long?
    21 May 2013, 11:28 AM Reply Like
  • ChineseAPR
    , contributor
    Comment (1) | Send Message
     
    with current price and the potential growth, it is at least a good 'Gambling'. I loaded some today at the price range that I try to buy a month agao. Loose anything, or triple my investment.
    21 May 2013, 04:15 PM Reply Like
  • BEHEMOTH
    , contributor
    Comments (2) | Send Message
     
    green river
    maybe here is just the thing that you want
    http://bit.ly/15rsAvC
    1 Jun 2013, 01:55 PM Reply Like
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


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.