perhaps another offering around the corner or fed up funds with the 'its coming' story on design wins and revenue, consequently profitability
well i was in this stock many many years ago.....almost 6 or 7.....someone want to tell me why hte balance sheet all of a sunden increased..thx
I think you're completely wrong, read the following it may change your mind:
Intel's integrated graphics have taken plenty of heat over the years, and most of it deserved. But the climb to respectability that started back with Sandy Bridge is about to get a turboboost. Meet Iris, the biggest generation jump in Intel's integrated graphics to date. Get ready to game.
Intel's Iris graphics are going to provide a 2x improvement to 3D performance over Intel's current HD 3000, and HD 4000 that are wrapped into Ivy Bridge cores. Basically, games that would crawl, stutter, or not run at all on older boxes (like your Call of Dutys and Bioshock Infinites) are going to be up for grabs once ultrabooks with Haswell start rolling out.
Iris will come in two flavors: Intel Iris Graphics 5100, which you'll find on the Intel 4th Gen Core i7-4000U series for ultrabooks, and Intel Iris Pro Graphics 5200 which will be making its appearance on H and R-series chips that'll be packed into beefier laptops and all-in-one desktops respectively. So your ultrabooks are going to be up to gaming snuff (if you're down with sacrificing some of the crazier settings), but your more serious (and less portable) machines are going to get an even bigger boost.
Intel Iris and pixelworks Iiris use the same trademark, address the same intellectual property areas regarding 4K graphics, and try to achieve same goals;i.e. higher resolution with reduced power consumption. Pixelworks doesn't talk about strategic partnerships, but it would seem there is one in place. Pixelworks has patents in place that cover the 4K and UHD areas, so it seems likely that any company wishing to do 4K and UHD might have to make deals with pixelworks.
Management cannot do that because they are under customer nda and design wins always take longer to turn into revenue so even if they believe it they cannot say it or they buy litigation. I think CEO and CFO thought there would be more revenue for Q3 and re-learned a valuable lesson. Risk is they will be too cautious in future. Suspect PXLW has a piece of several revenue streams including Mac and Surface and are learning how to partner up with much bigger firms. My instincts are Q4 2015 very positive and one of the big guys makes a play in Q1 2016.
NDA's. The design win was for a tablet computer with a carrier (minimum revenue at best). And the China carrier thing is a trial (not a done deal). Clean the house- get rid of the lifeline and the robbing of shareholder yachts with: Options and high salaries for negative wealth returns.