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Uni-Pixel, Inc. Message Board

  • jameskm03 jameskm03 Feb 27, 2013 12:00 PM Flag

    Guesses on the Ecosystem Partner

    Based on the CC yesterday I think the leading candidate has to be Google and backup being Microsoft. Either would be HUGE but I think Google is not only the more likely but the bigger deal. Here is my rational for such.

    1. Go read the recent articles where Google talks about doing things 10X better insead of 10% better. I think everyone who has been following this stock could name 10 reasons that UNXL is better than ITO. Here I'll do it for you 1. Costs less 2. Manufacturing process has fewer steps 3. Cheaper material 4. Less volitile materials to acquire 5. Better conductivity 6. Lower power consumption 7. With Diamond Guard is lighter than glass 8. Shatter proof w/ Diamond Guard 9. Supply limitations with ITO being hard to get 10. Allow for more advanced touch experiences (mult-touch, 5 figures, etc).
    2. Google just launched their Chromebook and go read the reviews for yourself. Everyone says the touch experience is horrible. Part of the problem is ITO isn't as great on screens larger than 10' but we know who has a solution that is great on these sizes.
    3. Of the ideas of an ecosystem that Reed mentioned the first example was Google w/ Andriod. Why do you think this was on the top of his mind? Also I'd rather get into the Android Ecosystem than Apple anyday! Samsung outsells iPhones 2:1 and they are just ONE Andriod phone producer.
    4. There are reports of Google employees looking at UNXL and getting extremely excited about it. Of course there are reports of just about everyone in the touch industry doing the same thing.

    Of course Microsoft would also be huge with the Windows 8 touch push but Google just seems more rational to me. Also Google is known for making smart acquisitions/partners and Microsoft has a track record of setting money on fire in recent history with acquistions and strategic partners. The wild card of course is TI but it feels like that partnership is more along the lines of the joint venture they mentioned that really needs to be announced.

    Sentiment: Strong Buy

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