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scavok

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  • Iridium Communications: A $5 'Buffett-Like' Value Stock With A 15% Earnings Yield [View article]
    Their iridium NEXT constellation won't even be operational until 2018, assuming there are no delays. It will be nothing but a drain on their financials until then.
    Dec 18 12:23 PM | 2 Likes Like |Link to Comment
  • Iridium Communications: A $5 'Buffett-Like' Value Stock With A 15% Earnings Yield [View article]
    There are several satellite communication companies, iridium is hardly alone in an extremely small market. Their worldwide coverage reduces the competitors a bit, as there are far more and better satellite voice services for specific geographic areas. Beyond that, everyone I've ever talked to in the military has preferred Inmarsat phones because of voice clarity compared to Iridium.

    Most importantly, they're playing on a very thin line between getting the Iridium "NEXT" generation of satellites up and hitting the service life of their current generation, with only 6 spares in a 66 satellite constellation. This is dangerous for them, given the obvious unpredictabilities of getting stuff into orbit. That said, they took a huge gamble on SpaceX before anyone had heard of SpaceX, and got a great deal on a massive contract with who are now arguably the leaders in spaceflight. ( It's actually a fascinating story: http://bit.ly/12hDGSd )
    Dec 18 10:46 AM | 1 Like Like |Link to Comment
  • GEVO: An Update On Luverne, A Calendar Of Events, And Projecting Numbers [View article]
    Why have they still not gotten the 3rd fermenter train up? It's so far behind their schedule and the time it took between 1 and 2 that I have to question whether the hard part truly is behind them, and that their technology may not be proven.
    Dec 13 12:21 PM | 1 Like Like |Link to Comment
  • Amazon planning to deliver products using drones [View news story]
    It's true wind can bring these down if there's a gust while it's near the ground, but it wouldn't really affect it en route. Luckily, if it's a 30 minute delivery service and a 10 mile limit, there are people called meteorologists and things called windows, where weather can be predicted and observed. They would also have to have a camera and a pilot for these things, there's no choice in that if they want to land in residential areas, so obstacles or injuring people while landing would be pretty easily avoided.

    Paulo also mentioned a kid that was killed by his RC helicopter. That thing was a far cry from an octocopter, and was an incredibly powerful and heavy aircraft with 2 foot long carbon fiber blades that hit him in the head. If amazon sticks to what's in the video, it would be very hard pressed to be able to kill someone, but you're right in that the tradeoff is it would be a lot more vulnerable to weather.

    It's also not hard to put tracking devices on them, so in addition to the cameras used for piloting, it would be really stupid to try to steal or damage them. Not to mention the 10 mile radius will make it easy to quickly chase down any that crash.

    I think it's incredibly feasible.
    Dec 2 11:33 AM | 1 Like Like |Link to Comment
  • Amazon planning to deliver products using drones [View news story]
    What stops people from doing this with R/C airplanes already? Normal propeller engines can produce ridiculous power:weight. You can even buy miniature jet engines for very large R/C aircraft that can carry tons of weight . Plenty of off the shelf hobbyist stuff exists to put a camera on them to fly further than line of sight as well.
    Dec 2 11:09 AM | Likes Like |Link to Comment
  • Microsoft Should Seat Elop Before 2014 [View article]
    Lol don't waste time on windows 8?
    Nov 19 01:59 PM | 4 Likes Like |Link to Comment
  • Why Uni-Pixel Might Be Worth The Risk [View article]
    The only part of your comment that is public record and/or true is your second paragraph. I was disappointed that they did not meet their original goal of having the automated testing equipment installed. Obviously it is not a show stopper, as has been known since the first time Reed mentioned receiving a waiver.
    Nov 15 10:15 AM | 2 Likes Like |Link to Comment
  • Why Uni-Pixel Might Be Worth The Risk [View article]
    Um, he said it is ready, they're capable of producing, and they will be producing for their POs this quarter. The only reason it is not certified (I assume that's what you guys mean when you say "qualified") is because of the roll-to-roll automatic testers are not yet installed. Instead, they will use semi-automated testing equipment.

    So, according to Dell and two other customers, the production line IS qualified. It just is not certified by ISO standards because the full production line is not yet complete. It makes no sense to spend the time, money, and effort on certifying something that's temporary. That's why they received a waiver. In case it isn't obvious, a waiver also implies that the OEM(s) has/have inspected the production process extensively.
    Nov 15 12:53 AM | 4 Likes Like |Link to Comment
  • Uni-Pixel Claims Victory With 3 Purchase Orders [View article]
    Killion and the UNXL board can be held liable in numerous ways for many of the claims they've made. RxR is some anonymous person on the internet. Pretty simple answer to this question.
    Nov 14 05:18 PM | 2 Likes Like |Link to Comment
  • The Obstacles To UniPixel's Production And Shipments [View article]
    80% would still be a very poor choice of a number when talking about yields in a hypothetical. Everyone can see right through you, it's really embarrassing, and it's sad that an SA editor actually approved this article where the premise is on a quote being slaughtered in the acceptable form of english interpretation.

    Enjoy the rest of your day. Hopefully you don't spend too much of it copy/pasting the same FUD repeatedly. Boring and unproductive way to try to make a living imo.
    Nov 12 12:23 PM | 1 Like Like |Link to Comment
  • The Obstacles To UniPixel's Production And Shipments [View article]
    Why use the phrase "If it were hypothetical"? It IS hypothetical. It's not only clear in the context of the quote, but he clarified it as such during the latest CC. You're clearly being obtuse to everyone reading your article and comments, especially as you do have a clear understanding of the english language.

    However, I will try to give you a small lesson on english and use of hypotheticals. The main reason to use a hypothetical is to simplify or relate something that may be complex or something the audience may not fully understand or be able to relate to. When you describe a 30% yield on manufacturing, anyone with some business understanding will see that as a problem. If he said 90% yield, it would have confused the issue; people would wonder why any delay or additional equipment would be required with such high yields. Worse, it would make people wonder if they truly need 100% yield to be profitable - something that would imply extremely razor thin margins and likelihood to be priced out of the market.

    By using negative hyperbole in a negative hypothetical situation, he made the issue and purpose of the improved testing very clear. You are the only person who doesn't seem to grasp this, but really, we all know you're being disingenuous.
    Nov 12 10:59 AM | 3 Likes Like |Link to Comment
  • Uni-Pixel Claims Victory With 3 Purchase Orders [View article]
    Sorry, I should have clarified that it's also not a patent dispute. It's a breach of an NDA. Damages will be difficult to prove and highly limited.
    Nov 10 11:12 AM | 2 Likes Like |Link to Comment
  • Uni-Pixel Claims Victory With 3 Purchase Orders [View article]
    Have to prove damages.
    Nov 10 11:11 AM | 2 Likes Like |Link to Comment
  • UniPixel tumbles post-earnings [View news story]
    Expected 1 PO, received 1 large and 2 small. Obviously a downgrade is logical. Wtf were they basing their PT on previously when all guidance only pointed to 1 and possibly 2 PO this year from their preferred-pricing partners?
    Nov 8 10:43 AM | 5 Likes Like |Link to Comment
  • UniPixel jumps after disclosing touch sensor order [View news story]
    They have regularly sent demo/prototypes for testing to their partners without releasing any PR. They either received a waiver for QA certification, or they received the certification. It could be either, as they were expecting their roll-to-roll testing equipment which was needed to finalize certification in mid-oct, or they could have received the waiver and will be doing manual testing.

    I'm sure we will find out more this afternoon.
    Nov 7 01:38 PM | 1 Like Like |Link to Comment
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