1. @tyrion: $HIMX when $GOOG shows off Glass 2.0 in June, they will be back in mix, pure play $HIMX in all AR/VR devices launching this year

  2. @howardlindzon $HIMX $MSFT Lines up perfectly with the Northland write up adding capacity for the other customer http://www.streetinsider.com/Analyst+Comments/Himax+Technologies+%28HIMX%29+FY15+Estimates+Raised+at+Northland+Capital+Markets/10144697.html

  3. $HIMX Are we in surface hub?

  4. $HIMX when $GOOG shows off Glass 2.0 in June, they will be back in mix, pure play $HIMX in all AR/VR devices launching this year

  5. $HIMX $MSFT Hololens 73% beating $FB Oculus rift 23% for most wanted to in recent poll http://www.cnet.com/news/friday-poll-which-vrar-system-do-you-want-most/

  6. @howardlindzon @cbd001 page 23, 24 has list of components $HIMX supplies in $MSFT HoloLens http://www.himax.com.tw/en/investor/pdf/Himax_Investor_Presentation_2014_Nov1.pdf

  7. @howardlindzon @cbd001 no doubt $GOOG Glass 2.0 will also contain 2 x $HIMX Lcos display vs 1 - we should see at Google IO in June

  8. @howardlindzon @cbd001 with lcos + asic + other components like array camera bet $HIMX accounts for highest total component cost in HoloLens

  9. @cbd001 with lcos + basic + other components I bet $himx accounts for highest total component cost in HoloLens

  10. @cbd001 want to own this more than full VR like Oculus, $HIMX could be supply all motion sensing camera too, not just Lcos display

  11. $HIMX 5 things you need to know about Microsoft HoloLens http://www.cnet.com/videos/5-things-you-need-to-know-about-microsoft-hololens/ $MSFT

  12. @tyrion Lets hope hololens and $himx don t get lost in this weeks $msft earnings. Once again hiding the positives of Himx.

  13. $HIMX $MSFT is a customer of Himax for ASIC listed on the IR Factsheet http://www.himax.com.tw/en/investor/HIMX_FS.pdf Look @ ASIC pge HMD s http://www.himax.com.tw/en/product/pdasic.asp

  14. $HIMX Long +8.

  15. $HIMX not expecting crazy valuations like $GPRO, but $MSFT HoloLens + $GOOG Glass + AR/VR bigger story - $HIMX should dbl on momo $INTC $FB

  16. Soon market will realize $HIMX supplying LCOS + components for $MSFT HoloLens, $GOOG Glass, + all other relevant AR/VR devices in 15 $AAPL

  17. $HIMX but next week could be painful with Greece news and Nasdaq still looking like a big dip imminent

  18. $HIMX so that crazy volume and price action after credit Suisse conference now makes sense. Well over a month after. Let s rip in February

  19. $HIMX Who are you Chardan? Himax Technologies $HIMX Chardan Capital reissued its “sell” rating for the stock with a price target of $5.00

  20. @40Love Northland Capital has implied that both $himx LCOS and WLO are in it. The Christmas article implies other sensors, etc. as well

  21. @cbd001: $HIMX http://seekingalpha.com/article/2842006-its-christmas-all-over-again-for-himax-technologies?app=1&auth_param=12fmf:1ac59o4:c378b312910e5351080bb19bce335558&uprof=44 It s Christmas all over again for HIMX!!!!! @40love

  22. $HIMX If I ever lose money on this stock I m blaming Seeking Alpha. Of course you only lose when you sell.

  23. Weekly Review (1/19 - 1/23) $NQ $DAL $HIMX $CME $UNH $CSIQ $CREE $NSP $QCOM $KEY $KMI $DG $FDO $BBRY $LUV $SBUX http://www.theinvestordailynews.com/2015/01/investing-news-weekly-review-119-123-nq-dal-himx-cme-unh-csiq-cree-nsp-qcom-key-kmi-dg-fdo-bbry-luv-sbux/

  24. $HIMX more on the Hololens http://www.carscoops.com/2015/01/microsofts-new-holograms-will-improve.html You just know Google have been redesigning GG to match these

  25. $HIMX Could Microsoft s New HoloLens Become The iPhone Of Virtual Reality? http://seekingalpha.com/article/2845636-could-microsofts-new-hololens-become-the-iphone-of-virtual-reality $MSFT