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rogerxavier

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  • Why It Will Take Years For Uni-Pixel To Reach Production, If Ever, Meanwhile Executives Will Still Get Rich [View article]
    Chris Hoffman:
    "7. Investors do NOT know if UNXL is attempting to improve yields from 10% to 50% or from 70% to 90%. Anybody who claims otherwise is speculating. "

    From 1Q CC:
    Jeff Hawthorne-"However, the roll-to-roll plating process still requires modifications and adjustments to hardware, geometry and chemistry in order to produce yields at our target production levels. To this end, we have teams pursuing several parallel development paths to improve the roll-to-roll plating process."

    *****in order to produce yields at our target production levels****

    From Developmental Update CC:
    Jeff Hawthorne- "Having achieved roll-to-roll pilot production capability, we are now focused on ramping overall product yields. We are also using the pilot line to scale hardware, processes, and manufacturing procedures, and to validate product quality criteria for volume production.

    The pilot production line gives us the ability to collect data on hundreds of sensors. We are using the data to identify and resolve challenges, and this helps us improve overall yield. Resolving the yield issues will involve understanding how the process equipment and process vary over longer periods of time such as weeks and months."

    ****and this helps us improve overall yield.****

    In the Q1 CC UNXL has roll to roll capability and is seeking to improve yields.

    In the "Milestone" CC UNXL has roll to roll capability and is seeking to improve yields.

    I agree with the speculation assignment by Hoffman above and note that it extends to the CEO of UNXL.

    In the weeks between the CC's the only apparent change was in the manner of presentation.
    Jul 16 12:07 PM | Likes Like |Link to Comment
  • Uni-Pixel Still Struggling To Advance From A Lab Experiment To A Sellable Product [View article]
    Per Chris Hoffman's offering.

    CH:"The CEO hasn't been around long (only a few months), but so far he has kept every deadline regarding manufacturing updates and progress, and I expect that to continue. "
    The number of deadline manufacturing updates is 1.

    CH:"you can ship something from NY to Korea in about the same amount of time as you can from China to Korea... i.e. in under 2 days."
    At the same cost?


    CH:"While there are definitely benefits of being 'nearby', they are overblown. The true benefits lie within vertical integration, which O-Film does not have."
    From Walker's Tutorial:O-film’s success makes visible a developing aspect of
    the ITO-replacement business
    A vertically-integrated sensor & module-maker is in a much better
    position to profit from ITO-replacements than a film-only supplier,
    or (even worse), an ink-only supplier."

    Unipixel has no vertical structure.

    CH:" Previously, the(Walker) report stated that UNXL was the only company using a truly additive process,"
    Except for this part:
    " O-film technical details
     ADDITIVE process with little waste
     < 2 µm line width
    < 10 Ω/□
    Randomized mesh design (one method of eliminating moirés)
    Top surface of embedded metal line is blackened & sealed
    Embedded metal reduces haze and eliminates peel-off
    Producing > 1.5M touch sensors per month (size not stated)"

    CH:"5b. UNXL will have no issue competing with these prices. at $1.50 per diagonal inch, a 7" tablet is $10.50 for the module. Sensor is typically ~50%, or $5. UNXL should have no issue selling it at $3 for that size with significant margins. "

    Jeff Hawthorne, "ITL’s(ITO's) film price has recently dropped to around $3 per square foot. However, the actual finished cost of its touch sensor ranges from $12 to $20 per square foot depending on the size." Four 7 in sensors per Sq/ft would be $3 to $5 each depending on screen size.

    I'm not sure what the price advantage is. If we add shipping costs from New York to Asia it seems the price would have to be much lower to engage overseas' customer interest.

    CH:"2. UNXL is no longer picking 'samples',"

    Jeffery Hawthorne:
    "The pilot production line gives us the ability to collect data on hundreds of sensors. We are using the data to identify and resolve challenges, and this helps us improve overall yield. Resolving the yield issues will involve understanding how the process equipment and process vary over longer periods of time such as weeks and months."

    With variable yields I imagine that indiscriminate untested samples would not be sent to prospective customers

    CH:"they have a fully working production line. Hence their CC recently. "

    "Jeffrey A. Hawthorne

    Yes. Hi, Rob, thanks for your question. As your developed processes you go from lab based to a pilot production and then ultimately to full production. At the very – since we just now achieved pilot production capability, typically the yields are going to be low, there will be variable. "

    Doesn't the above and his other comments regarding time difference variability as well as yield changes due to uncertain maintenance indicate that Jeff Hawthorne is very much aware that the pilot program is not fully functional?

    Regarding question of decreased Kodak staff-
    "Jeffrey A. Hawthorne

    I’m not aware of it. I mean, all the team members that we have been interacting with over the course of this project, there’s been no change."

    The liaison consultant from Kodak to UNXL was let go in April 2014. Maybe Jeff had no interaction with him.
    Jun 27 09:33 PM | 1 Like Like |Link to Comment
  • Uni-Pixel: Convincing The Kibitzers A Short Squeeze Is On The Horizon [View article]
    "I don't know about you, but if I took pictures of say an iSomething 5s when management wasn't looking, posted them online along with an article saying the product is a total flop and doomed to fail, I have a feeling my mailbox would be a little more full the next day with documents containing the words "civil action" and "plaintiff".

    And yet Seth didn't receive any of the above as far as we know.
    Are you more visible or just confusing reality and expectations?
    Jun 13 09:50 AM | 1 Like Like |Link to Comment
  • Why Unipixel Investors Thought They Saw Bigfoot. [View instapost]
    ":or photoshop might not have been used, it could just be a guy in an ape suit, the top two lines are different colors, and it SEEMS the demo (when it was on youtube) generated a random color each time the person touched the screen. :"

    Then there's the problem of the company having copped to broken lines being expected due to the age of the demo unit.

    If UNXL says there are breaks in the lines and Seth says there are breaks in the lines, Who're gonna believe?
    Jun 5 06:17 PM | Likes Like |Link to Comment
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