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JBird61

JBird61
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  • GT Advanced Technologies' Merlin: The Formation Of A Giant In 2015 And Beyond [View article]
    Matt, how about IP?

    I largely agree with you on GTAT potential, as I've been a shareholder since before the downturn and have only added shares. Regarding Merlin, I love that they saw an opportunity for industry improvement (inflexible, heavy, old design), addressed the industry's resistance to change (easily integration into current manufacturing and assembly with low CapEx), and are apparently successfully marketing that product.

    My question for you relates to IP for Merlin. You mention in bullet form "12 patents filed, several in the pipeline", but don't expound on it in the body of your article. As Merlin is essentially a manufacturing/assembly upgrade, it seems to me that this would be a relatively easy tech for competitors (especially Asian manufacturers) to copy without strong IP protection by GTAT. What is your opinion on the barrier-to-entry for the competition based on GTAT IP of Merlin technology? My concern is that worst case GTAT sees only a short term benefit until the competition jumps on the bandwagon, eroding margin at best and stealing larger market at worst (2015 spike in Merlin earnings that is eroded quickly thereafter?)

    I'd appreciate your team's opinion of the IP protection behind Merlin, especially related to international markets. TIA!!!
    Aug 25, 2014. 08:54 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies' Next Frontier: Sapphire Composite Cover Screens For Mobile Devices And Point-Of-Sale Scanners [View article]
    Platonic, you said "Graphene is expected to be used in chips, not displays"
    To clarify, graphene has been suggested for a transparent conductive material for touch sensor in displays, but not as a cover material like sapphire. Since graphene is a single-atom thick, it has several benefits including consuming minimal power (maximum battery life) making it nearly ideal conductor for capacitive touch sensors. So I agree graphene is not a competitor for sapphire covers, but it may end up in displays some years from now as part of the touch sensor.
    May 30, 2014. 12:51 PM | 1 Like Like |Link to Comment
  • With Sapphire In The iPhone Almost Confirmed, GT Advanced Technologies Looks Like A Buy [View article]
    Listen to last LQMT conf call Q&A. The way I recall it, LQMT expect no revenue/profits from AAPL use of their previously developed technology - AAPL owns that tech jointly with LQMT and can use it as they wish.
    I owned LQMT years ago, but have not seen a reason to re-enter, even if the iPhone6 variants are 100% LQMT tech.
    GLTA
    May 30, 2014. 12:37 PM | 3 Likes Like |Link to Comment
  • GT Advanced Technologies' Next Frontier: Sapphire Composite Cover Screens For Mobile Devices And Point-Of-Sale Scanners [View article]
    Arnie,
    Graphene is not a competitor for sapphire ... entirely different applications and possible markets. However, it is being raised as another potential long-term business opportunity for GTAT. Making graphene from silicon carbide exfoliates seems like a stretch IMO, but it may be possible and may be economically advantageous.
    Graphene has amazing properties - electrical conductivity, thermal conductivity and strength to weight ratio - so it is being considered as a new super-material for many potential future applications, but to my knowledge virtually all (including graphene production processes) are in early development and may be years from commercialization.
    May 30, 2014. 10:05 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies' Next Frontier: Sapphire Composite Cover Screens For Mobile Devices And Point-Of-Sale Scanners [View article]
    Platonic,
    What GTAT has told us this month (http://seekingalpha.co...):
    "We're also excited about Hyperion, and we continue to make meaningful technical progress. At our technology briefing in March, we showed you a sample of a 12 micron thick sapphire laminate. We're now producing consistent 2 inch full sapphire foils at 28 microns in thickness that have flexibility compared to that of a playing card."
    The obvious conclusion is that GTAT is not there yet, but that development to get to smartphone size laminates will continue into the future - how long into the future, I will not presume to guess. I have asked Matt above (http://seekingalpha.co...) and I look forward to his insights on that development projection. It is far from a simple question, so it does not surprise me that no one has a quick answer.
    May 27, 2014. 09:12 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies' Next Frontier: Sapphire Composite Cover Screens For Mobile Devices And Point-Of-Sale Scanners [View article]
    Matt,
    What are the limits on the size (area) that can currently be exfoliated and how do you see that increasing with time? My recollection of the last call was that capability for Hyperion was may fit watch faces and possibly iPod size, but not smartphone and nowhere near phablet or tablet sizes. (TG May 8: "We're now producing consistent 2 inch full sapphire foils" with Hyperion)
    Would you care to estimate a timeline for GTAT to have that capability to exfoliate up to a 4.7 or 5.5 or 8 or 10 inch diagonal screen?
    Until they improve those capabilities, the market will be more limited for sapphire laminates - no?
    Thanks for your efforts and your responses.
    (I am long GTAT)
    May 23, 2014. 02:05 PM | 4 Likes Like |Link to Comment
  • GT Advanced Technologies: An Investor Manual [View article]
    JF: I agreed totally on the comprehensive nature of your article. It is an excellent summation of the the pies of which GTAT has a piece and as well as the several where they are a major player. Since the Apple announcement, much emphasis has been placed on sapphire as THE growth driver for GTAT, but it is one of several as you adeptly document. Thank you for your efforts.
    Mar 24, 2014. 03:19 PM | 9 Likes Like |Link to Comment
  • More on General Motors' U.S. sales [View news story]
    Inventory reduction from 114 to 87 days supply (27 day reduction) in a 28 day month? That implies they were selling twice as fast as they were being made?

    Actual data from GM shows an increase in total vehicles
    http://bit.ly/1dTxqER
    which actually shows an increase in vehicle inventory of about 3.3%.

    This apparent paradox (more vehicles in inventory but much less days of inventory supply) must imply a meaningfully higher selling rate due to seasonally adjusted factors, presumably.

    I guess either way you look at it, it is positive for GM and their investors, IMO.
    Mar 3, 2014. 10:22 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies: Is About To Enjoy Some Apple Solar Pie [View article]
    Agreed.
    Matt, you put the dots together to paint a great picture for GTAT and their investor's futures.
    Lets see if it comes to fruition in part or in whole as you envision. As a long term GTAT investor, I'd love to see it so and look forward to March 14.
    Feb 28, 2014. 03:06 PM | 4 Likes Like |Link to Comment
  • UNXL's Product Is UNXL's Stock [View instapost]
    I read this twice and couldn't find a fact in it except that UNXL made a stellar move in their capital raise early 2013.
    This instablog is a pure opinion piece unsupported by present facts.

    UniPixel has plenty of cash and their capital expenses are low compared to their competition - so not much capital is needed to build planned production capacity. They have no reason to issue more stock, especially at deflated prices.
    Dec 12, 2013. 03:48 PM | 2 Likes Like |Link to Comment
  • Uni-Pixel: Production Progress Is On The March [View article]
    Goldtean,
    I agree that no shareholder would find fault with insider buys. However, when I wrote the 'accusatory letter' comment it was in reference to those short the stock who wish to prompt SEC action through negative and accusatory attack letters like:
    http://bit.ly/12HeiFA
    http://bit.ly/JaqkTO

    Again, I am all for insider buys - but I would expect those insiders to be attacked if they bought now. In fact, I would expect those insiders to be attacked by 'shorts' if they did anything public - positive or negative. Just look at the response to the recent purchase order announcement.
    Dec 12, 2013. 09:36 AM | Likes Like |Link to Comment
  • Uni-Pixel: Production Progress Is On The March [View article]
    I apologize. I was pulling from memory and confused this lawsuit with another I had researched. My bad on the inclusion of Tomz.
    Dec 10, 2013. 02:21 PM | 1 Like Like |Link to Comment
  • Uni-Pixel: Production Progress Is On The March [View article]
    RT1,
    Do your due diligence rather than relying on the distortions of cherry picked information from bloggers and message boards.
    An example is the attack on Tomz - he was NOT a party to that lawsuit and that lawsuit did not even allege financial fraud or anything similar. So he was was not even accused of anything, yet Citron (and you indirectly) are ready to convict him of misdeeds - that is plainly a distortion that only misinformation mongers try to propagate. As a result of knowing the full picture instead of relying on bloggers and message boards, I discount that attack as irrelevant and also discount the opinions of those (like you and Citron) that present those distortions as meaningful to UniPixel's future.
    Dec 10, 2013. 01:22 PM | 2 Likes Like |Link to Comment
  • Uni-Pixel: Production Progress Is On The March [View article]
    RT1,
    Anyone (in other words, you!) who cites Citron Research as a source of credible information about UniPixel, after Citron's lie about UniPixel was publicly exposed (http://bit.ly/18S04cT) has lost all credibility with me.
    They are a distort-for-profit operation and if you want to swallow their bait, go right ahead
    .. but please don't try to feed it to the rest of us.
    Dec 10, 2013. 11:08 AM | Likes Like |Link to Comment
  • Why Uni-Pixel Might Be Worth The Risk [View article]
    RXR:
    "Do you even think about the things you write?"
    That Dell link you posted as an exception to the Win8 rule, clearly states its a Win7 system.
    "Obviously, you don't know what you are talking about."
    Dec 6, 2013. 04:28 PM | 1 Like Like |Link to Comment
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