New UNXL investors (or perhaps shaken longs) may benefit from this.
Is 6 micron mesh bad?
No. We keep telling you that 5-6 micron mesh is the industry standard (Xsense is 5 micron).
Did anyone expect orders before the fall?
No. Capacity has to be near 1,000,000 units/month before a product featuring us can be launched. These are Dell product lines, not some small unheard of company. They sell millions of units a month when they launch a hot new product.
Does the huge drop in stock price indicate a problem?
No. Notice there is only about 10,000,000 shares outstanding yet we traded over 30,000,000 in the last month. Considering some portion of this is held by long term investors who aren't trading, this means the entire float has traded hands several times in the last month. Fortunately for us this means the price action is completely separated from any fundamentals with the company.
I'll keep adding to this as time goes by. If anyone is shaken post a question here and us nice friendly UNXL investors will help you out.
Oh and don't use margin. Margin makes you a trader which makes you a traitor.
Sz- did anyone expect orders before the fall? Yes, all honest longs will admit they were expecting unxl to begin shipping product in April. Reed led everyone to believe they were building capacity for shipping, not to ship 50 samples (that after 10 weeks we still don't know of they work). Show me where he EVER said they wouldn't be shipping product until the fall before the delay PR.
As somebody that has been long for quite a while and written about UNXL extensively. I can tell you two facts:
1. I NEVER expected shipment in April
2. I DID expect shipment before the fall (around June/July), however when the delay came in May, it was clear that this was going to be pushed back to August/September
No informed long expected real shipments in April. Test shipments, which we did, yes but not any real amount. Windows 8.1 wasn't slated for release until summer (before the delay) so why would you expect a product featuring us before then?
"They sell millions of units a month when they launch a hot new product."Probably not Dell states it will NOT use Android but will stick with MSFT Windows. The total Windows 8 touch screen sales for last quarter was 3 million with Dell as the lowest contributing vendor. Dell will be lucky to sell 4 million units with Windows 8.1 in the next year. Kinda makes you wonder why UNXL says it needs millions per month capacity before they can start the lines rolling.
hahahaha... I enjoyed watching you get absolutely destroyed by tradingforyears, mathwiz, stocktrader, alpodell and ch_roark. hahahaha
Still no reply to them hahahaha... OUCH
Sentiment: Strong Buy
Also, keep in mind the Windows 8.1 delay which is probably the primary reason we won't see devices with Uniboss in Q3. All this really does give the shorts another quarter to pound the stock though. Doesn't affect 2H2014 price action which is where the real gold is going to be.
These are newish device types Roger, atleast at the price points they will be going for. Windows 8.1 is the course Microsoft has chosen and that's what most of the world will be using. These are ultra thin laptop/tablet hybrids which can serve fully in both capacities. Tablets are not the future, notebook/tablet hybrids are and this generation is going to be thin enough and cheap enough to start the shift.
Remember, Intel has said that all ultrabooks using Haswell will be touch capable. Throw in even a conservative portion of Dells notebook sales to your figures and it will make more sense to you.
Getting a touch sensor which allows competitive pricing of the device is crucial especially with the larger screen sizes. This is why Dell is backing UNXL so vigorously.
Regardless, Dell is just more seed money to get our capacity up so that we can sign the 400million unit/year mystery customer (Samsung? Lenovo?).
Sentiment: Strong Buy