Texas Instruments Inc. (TXN)

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  • commenter
    JohnCarter
    Jun 23 07:19 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    In the third paragraph of this article, the author says: "Texas Instruments just beat Microvision to the market (by at least 6 months)." If showing a demonstration unit at an industry conference is the benchmark, then didn't Microvision's appearance at CES 2008 actually beat TI/Optoma by six months?

    If having the product available for worldwide sale is the benchmark, as you can see in the following video, an Optoma representative is claiming that the unit will be available in early 2009 (or in limited markets, some unspecified about of time before early 2009).

    www.youtube.com/watch?...

    The CEO of Microvision, on the last quarterly conference call stated that the production version of the SHOW would be available in the first quarter of 2009, and limited units might be available in the 4th quarter of 2008.

    No matter how you try to spin those facts, the statement "Texas Instruments just beat Microvision to the market (by at least 6 months)." is demonstrably false and misleading.

    Shall I continue, or are people starting to get the idea?

    It's okay to have a different opinion. It is not okay to have a different set of facts.     Reply
  • commenter
    JohnCarter
    Jun 23 07:04 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    The author says in the fourth paragraph: "The TI/Optoma solution is more than twice as bright as Microvision’s." Below is a link to a PC magazine video from CES where a Microvision employee states that the SHOW prototype's output is 'about 10 lumens.' I can't find the link at the moment, but I have seen a video review of the Optima projector in the past couple of days that stated its output was also ten lumens. If the author of this piece can't show evidence that TI's projector is capable of an output around 20 lumens, then this statement (among others) is demonstrably false and misleading.

    www.youtube.com/watch?...
     Reply
  • commenter
    CBL
    Jun 23 05:36 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    A negative comment by a mysterious guy from an undisclosed hedgefund that is short on Microvision... sounds a little self serving. Nice try though. TI's product is a dud compared to MVIS. Bringing junk to the market first may help TI initially, but the market will "see the light" with MVIS. Reply
  • commenter
    Rit Tracer
    Jun 23 05:25 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    Liam's "article" shows the same pattern as his "article" on FTEK back in December. He times his presentation as the stock starts a downswing or is losing momentum and penetrates its 20 day simple moving average. If he works for a "group", then you can probably expect more of the same in days coming. He may possibly post his short ideas and long ideas using different names. Reply
  • commenter
    rf_lab
    Jun 23 04:08 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    Liam was supposed to present his Biography over half a year ago.
    SA just published another article by Liam and they still haven't presented the readers with his biography.

    Six months is more than enough time for a professional to abbreviate their resume and e-mail it in. Even a grade-school student can get a biography done in one semester.

    What does that tell a researcher about the usefulness of Seeking Alpha?

    Reply
  • commenter
    Lowcarb
    Jun 23 03:13 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    I don't think much of MVIS. Looks like an MDTL to me. Slip after slip. No sales, interesting gizmo.

    But I think less of Mr. Mulcahy. He contributed once 6 months ago but still no Bio. I have to think that this post is less about the merits of MVIS and more about the desires of Mulcahy.

    I've traded MVIS in the past. Don't have a position now.
    I've got no problem being a short or a long but let's try to be honest and not self serving.

    My analysis of MVIS indicates that their concept is superior to TI. It will scale better, so I think Liam is wrong on that part of his analysis.

    I do agree that management has lost credibility with their delays and slips. They don't have a solid enough track record to make we want to take a chance on them.     Reply
  • commenter
    amusedobserv
    er
    Jun 23 12:33 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    He needs one more disclosure: was his hedge fund covering its MVIS shorts on the high-volume decline he generated? Reply
  • commenter
    fatwollit
    Jun 23 11:47 AM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    Well, Mr. Mulcahy, it's the day after your article appeared and Microvision is down 70 cents, a twenty per cent drop, so it seems that your effort to aid your hedge fund's aims did the trick. At least, I don't see any other news so must assume that the timing is more than just coincidence. I'd be more upset if I thought the drop was anything more than temporary. I wonder what your hedge fund's target was? And I wonder how much the drop would have been had you placed your disclosure statement at the head of your article instead of at the end. You know, the disclosure statement that read "Disclosure: Author works in a hedge fund that is short Microvision". Reply
  • commenter
    globalview99
    Jun 23 07:05 AM
    My Website
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    Competition is good; it keeps the process honest.

    In this case the consumer will eventually decide the best product in terms of availability, quality and price. If TI's pico is first to market and is eventually eclipsed by MVIS' product, in terms of projection quality and focus wheel issues, the consumer will recognize that too. My sense is that picture quality is an acceptabe trade-off for mobility, compactness and cost.

    What's not an acceptable trade-off is a cumbersome focus wheel. If we've learned anything from Apple, its that if a mobile device is going to be cool, it must be easy to operate. The focus wheel will be tolerable until MVIS' cooler pico is brought to market, then it crashes.

    So thanks Liam for the good research and hopefully it'll bring the price of MVIS down so we can accululate more at a better price.     Reply
  • commenter
    HAB
    Jun 22 09:24 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    I can't believe the ignorance here. A focus wheel is somehow not inferior? C'mon, name one serious consumer that would opt for a focus wheel over infinite focus. The teen market alone would ridicule any lame-arse that dared show off photos in the hallway with something that required them to keep focusing every few seconds as they moved - all the while being upstaged by those with infinite focus.

    Until both are on the market, how can anyone say DLP is cheaper? I can't believe some of the early LED entrants with $400 price points.

    An no OEM in the world thinks business users are the only primary target audience - to say that shows a complete lack of research. Wait, maybe that is the primary target for LED systems that can't embed into higher volume cell phones and devices for audiences with higher quality expectations.

    Further - do you really think leading-edge companies like Apple would dare use something like a focus wheel when infinite focus is available? How un-chic and un-cool that product would be - maybe the Zune would use a focus wheel, but I'm pretty sure you'll never see one on any iPod with a projector embedded in it.
    Reply
  • commenter
    JohnCarter
    Jun 22 08:01 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    Wow, you can almost smell the panic. This is one of the funniest articles I've read in a while. Huge misrepresentations that are easy to disprove, misspellings, poor grammar. When did seekingalpha become the equivalent of an unmoderated Yahoo! investor message board? Too funny. Reply
  • commenter
    luderella
    Jun 22 07:04 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    ...Microvision bulls will argue that the need for a focus wheel makes the Texas Instruments solution inferior.

    This statement is true if we isolate the product usage to very dark rooms where the projector is stable on a surface. Unfortunately, the usage models that phone makers and carriers are looking for are primarily business settings (ie, slightly dimmed lights) and impromptu adolescent use (mobile and outdoors)...

    thats funny. no its plain stupid. whats the point of this statement?? having no focus wheel is what oems are asking for? OMG. and this guy is working for a hedge fund?

    btw. TI has never shown a demonstration with video content. wondering why? because the device would be sucking power like a tv set and getting hotter than a toaster.


    Reply
  • commenter
    bigbonesmago
    o
    Jun 22 07:04 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    Congratulations Liam,

    Your only supporter goes by the name proudwhitenazi--you should be very proud of your work....

    Reply
  • commenter
    picoman
    Jun 22 07:03 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    Liam Mulcahy has decided that MVIS has the best product. He appears to be attempting to drive down the MVIS stock so he can get in and by as many shares as he can for as cheap as he can. Nice try Liam Mulcahy, better luck next time. Reply
  • commenter
    picoman
    Jun 22 06:54 PM
    Microvision's No Show Hands the Pico Projector Market to TI [view article]
    Check out this Popular Mechanics from June 18, 2008
    www.popularmechanics.c......

    This morning Texas Instruments (TI) announced that it’s bringing the next generation of handheld displays to market with the Optoma Pico, a gadget it claims will be the tiniest projector ever made commercially available. Traveling salesmen everywhere, rejoice!

    When TI showed off its handheld projector technology at this year’s Consumer Electronics Show in January, the company attracted wide eyes and big prizes alike for a prototype device stored in a mock cellphone (and a 3D TV). But the technology, which shrinks TI’s breakthrough Digital Light Processing (DLP) chip and its micromirror mechanics by a couple form factors, live solely in concept form, with no manufacturing partners confirmed—or even really imagined for the near future.

    That changes today. TI has taken the wraps off a sooner-than-expected release of the Pico, which will be built in a partnership with the Taiwanese projector company Optoma. The product is slated to hit shelves in Europe and Asia by the end of this year, and should make its way to the United States in 2009. The Pico’s launch price will be under $300, according to Frank Moizio, TI’s business manager for emerging markets.

    Although most of the speculation around the gadget has centered around it being integrated into mobile devices such as cellphones and portable media players, the Optoma Pico will be a stand-alone projector. That doesn’t mean it won’t be able to hook up to and project video and slides from many devices, likely including the Apple iPod, PlayStation Portable, ultraportable laptops and plenty of cellphones (maybe even Android-enabled ones?).

    According to Moizio, the Pico will provide a clear projection onto an 8.5x11-in. piece of paper for most indoor lighting situations. It’s no home movie theater, but the image will be big enough to share your portable media player content easily with friends.

    The battery-powered Pico should manage one to two hours of battery life, which TI reps assured us would be long enough to last through most movies. We’ll certainly have to test it out in the coming weeks for a final answer on that one.

    To be sure, TI isn’t the only company jumping on the microprojector trend. Redmond, Wash.-based startup Microvision gave us some hands-on time with a similar, even tinier gadget at CES that uses tiny lasers to scan and project its video. Back then, Microvision told us that to expect its device to hit the market by the end of this year as an add-on for mobile phones, DVD players and gaming consoles. Will 2009 be the year of the handheld TV? Let’s hope so. —Seth Porges     Reply
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