Cambrios makes ClearOhm coating material that replaces ITO in an industry standard touch sensor. Cambrios has some impressive wins and has made good progress. Yet this wager seems to be more about Intel's hedging against rising ITO prices than anything else. Cambrios can potentially lower the materials cost in a touch sensor, but it relies on the expensive and time-consuming production processes associated with the ITO touch sensor supply chain.
UniPixel is the latest addition to Intel's hand. Intel evaluated every metal mesh solution known to man before teaming with UniPixel. They would have looked at Fuji, LG Chem, Toppan, DNP, Kyodo, Mirae Nano, Atmel and others. But Intel decided that UniBoss was the right horse for the wager. This speaks volumes to UNXL's claims that they have the only truly additive, copper-based product available. It also speaks volumes to the idea that UniBoss involves a highly scalable production process.
With Intel's bet, evaluating UniPixel is no longer a game of trying to figure out how much demand there is for UniBoss. We now have volume commitments from Dell and Intel for 12mn units/yr each, and we know that the numbers can get much larger than that - quickly. It's no longer a competition with Fuji, or XSense, or ITO, it's now just a matter of how much UniBoss UniPixel can produce and how quickly they can produce it.
I think it was a lot of things. HP announcement, Bejing IDF, and Google EU complaint. There are a lot of folks that are short INTC and MSFT going into earnings. I think those folks just don't want to be short now so they all covered at once. The Mantra that they have all been reciting for several weeks that Intel and Microsoft are dead being killed by ARMH and Android is dead now. It was killed by Bejing IDF and HP announcement mostly. IMO. It looks like my monster bet that Wallstreet was wrong payed off big today. Nearly 1/3 of my portfolio is in those 2 stocks. I am overjoyed today and have been pounding the table on those stocks for the past 3 months. Cheers.
Sentiment: Strong Buy
"The tech giant is riding the exciting news that its next-generation Thunderbolt will provide double the speed of its current form. Set to begin production in 2014, the new Thunderbolt will allow 4K video transfer with simultaneous display in addition to running at 20 Gbps -- the current version runs at 10 Gbps. Intel is also enjoying its head start on competitor ARM (NASDAQ: ARMH ) , with its new Avoton -- a "system-on-chip" for server customers. Intel has just announced that it has shipped out some samples of its latest Avoton chips to customers, with commercial availability coming later in the year. This is a huge win, since ARM's product isn't slated to be available until 2014."
From the fool
I agree with you 100%. RT was the writing on the wall that ARM wasn't going to break the Wintel franchise and today's news only underlined that Wintel is alive and kicking and has been counted out for too long.
But for those people who won't let go of the story you can ask them the following. "Intel has a GTM over 60% and runs its factories near full capacity. They are going to double their output production from 2012 to 2016 with new FABS. With all this new capacity that is two years ahead of everybody else, running at 14nm and 450mm wafers (eventually) , do you honestly think 1. These plants will sit idle 2. These plants will be making "stuff" at sub 40% GTM? "
The "ARM has won the hearts and minds" mantra is meaningless. This isn't a battle about feelings, or teams or ideology. It's not really a technology battle as much as this is an economic battle.
Congratulations! You should have a beer and celebrate! I agree with you. After seeing articles spew the same mantra almost verbatim for 6 months - it becomes obvious they are not doing their homework - they are just regurgitating each others' theories.
Great question! I think it's a combination of the HP announcement (significant that it specified Intel instead of ARM architecture) and rumors of beating estimates before 3rd Friday (possible short squeeze).