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Himax Technologies, Inc. (HIMX) Message Board

  • bobpalmieri bobpalmieri Apr 4, 2013 10:37 AM Flag

    At the show they said 2013 Year of the gadgets~Himx has the technology and manufactering set up


    Himx has the technology for the eyesets and the watches. Many companies will be using them for production. Google contract or not what a great opportunity here to get in early to the next wave. No longer a spec play. When these new gadgets become the next rage himx has the volume capability at the low end devices which will be the big sellers. Companies like kopn are too high end for the retail market.

    Sentiment: Strong Buy

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    • Companies like KOPN don't even need to be mentioned in this area; they have nothing. The reason GOOG and probably others are going with HIMX is because of their sequential color technology. KOPN's immersive technology doesn't work well in high resolution-the colors wash out. Besides it would be really hard to get a company like KOPN to supply the volume needed. I saw this myself with TQNT, a dud I bought and got rid of (they can't all be winners). TQNT couldn't supply the capacity a year or so ago so now the major players seem to have gone elsewhere even though TQNT spent a bunch of money to increase capacity and its now too late.

      Sentiment: Strong Buy

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