Saw this show before. Crus was toyed with for a couple years then gained strength just like himx. Then they started channel check over the course of couple qtrs. Primary customer aapl caught a cold and crus pneumoia. Stock clocked over and over again. I was chief proponent for ceo 's head who would defend stock. He would just plod on and give hints in the conf call. Here's the kicker. Finally the analyst was somewhat right. Sales were off a bit due to aapl slowdown. Then came the head phones that crus could peddle outside of aaple hold. Channel check channel check. Crus went from 18 to 55 and has recently settled back to around 50. Take the channel and screw it for all I care. I'm buying on days like this and I'm letting Mr Wu do his thing. Because this is going to be huge money maker.
I was going to calculate how much money that would put in the wu's pockets but my calculator doesn't go that high. Similarly I forgot how to multiply by hand.
Over reacting a bit?
Herman Cheng Manager, Global Tablet Marketing Communications for Lenovo, now claims the Phab 2 Pro will be “available in stores this holiday season.” Lenovo Phab 2 Pro has been officially priced at $500 outright.
The Phab 2 Pro, a Project Tango handset, comes with four cameras that act like sensors allowing the phone to process the information around them through three different technologies: motion tracking, area learning, depth perception.
A Project Tango phone is supposed to recognize a room or an environment where another similar device was since it makes use of the area learning technology.
Also, the smartphone can sense the shape of the world around it with the help of the depth perception technology. The core of this technology is a time-of-flight sensor that sends infrared beams to an object and calculates how far the phone is from that object by the time it takes the beam to get there and back.
Last but not least, thanks to its fisheye camera that can easily identify edges and corners, Tango allows the Phab 2 Pro to understand its position in a room via motion tracking.
Delayed reaction from the partnership news last week. The remaining shorts will have to wait for their next ambush but time is not on their side.
I've heard of buy the rumor sell the news but this is totally crazy. This stock should be breaking out big time right now. I've seen this story before. Just when it looks like the shorts have complete control and the stock is bound up forever as the last fence sitter sells it will be time for the moon walk.
This is first nr imo where Mr Wu seems to be really shouting the technology from the roof top. I think that we may be onto something here.
NUVIZ to Incorporate Himax LCOS Microdisplays into Flagship HUD Units
TAINAN, Taiwan – September 8, 2016 – Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today co-announced a partnership with NUVIZ, Inc. to develop a head-up display (“HUD”) product. With headquarter in San Diego, USA and research team in Finland, NUVIZ is mostly well-known in the industry as a leading HUD provider for motorcycle helmets. Dedicating in the HUD sector for over 3 years, NUVIZ has developed groundbreaking wearable products utilized by the motorcycling business. Under the partnership, NUVIZ will incorporate Himax’s LCOS microdisplays into its flagship product, the first connected HUD for any motorcycle helmet. Himax's LCOS manufacturing facility is currently shipping NUVIZ’s customized displays for assembly in preparation of the company’s pending product launch in the second half of 2016.
Himax's LCOS microdisplay technology is the leading application for HUD and Augmented Reality (AR) devices. Its reflective LCOS display provides bright, high-definition imaging and low-power consumption for a variety of AR and HUD applications. Himax's LCOS technology is also preferred for its durability and resistance to elements, particularly for exterior use such as NUVIZ’s model. NUVIZ is one of the 30-plus customer brand leaders with whom Himax is currently working and includes leading multinationals in a wide variety of industries such as software, gaming, search, mobile, social media, military, automotive, wearable, and toy.
"We are pleased to be part of another HUD product launch and believe NUVIZ has designed an excellent application warranting high adoption rates by their target customers," began Jordan Wu, President and CEO of Himax Technologies. "Our LCOS team is currently working with dozens of companies and product designs set
Daily short sales even more muddled than originally thought. This is from a 2010 post that gives finra explanation of mm role in the figures and why volume is screwy.
olume Reporting’s are deceiving.
I spoke to FINRA today and found out some very interesting things that until now I did not fully understand. I knew there was something wrong with this transparency of information but was not 100% sure what it was. I think I have my answer and it was enlightening.
The individual I spoke with wanted to make clear that to maintain proper trade volume reporting accuracy, a trade with multiple legs in the trade would only be reported once in the volume reports. The example given would be.
Investor A is long 100 shares and wants to sell. They enter the order through their broker that is routed to a market maker. That market maker will go out and sell the stock into the market before they have bought the stock from you/your broker to close out their account. They do not take possession first as there is no guarantee they can sell the order into the market. By this Notice, the actual sale INTO the market is a short sale because the market maker sold the stock into the market BEFORE they had purchased the stock from you. It is a technicality since they know there position will be closed out minutes later when they go in and buy your shares. To avoid doubling up on trade volume and distorting the picture, only the sale into the market (consolidated tape) is recorded and not the second leg which was the sale transaction between seller and market maker.
So, this is why the short sale volume is high but also why the FTD’s and bi-Monthly short interest reports are not showing any indications of this volume. The short isn’t really a short it is the execution of a long sale by a market maker. The key language in the FINRA notice is this:
The daily short figures from regsho/finra does not give the same complete picture as nasdaq. They are mainly a collection of raw short sales from the media that are reported on a daily basis. It is still interesting to look at the same period that nasdaq reported the 100,000 or so increase in short interest. The daily short sales totaled up during same period were well over 4 million. I doubt that it could have been much less but could have been more. if anything these figures strongly show the games being played with this stock.
Looks like your strongly worded warning had its effect. What I find interesting is that while the macd has been trading above sig line for a few weeks the weekly has been trading below since May. Crossed up today.
I think another quick sell out coming so soon after pokemon in the vr/ar world is another big step towards mainstream acceptance of a new world. Himx has been ready for a while now their customers are coming on. Minstream acceptance is the last piece of the puzzle or at least an important piece for all the players.
Could it be playstation vr sell out. Here is a comment about experience below.
Yet we don't know the quantity of units allocated to GameStop.I assume that retailers may have an advantage once they have VR demo stations. I've tested PS VR at gamescom for the first time. They picked Until Dawn: Rush of Blood for me, into which I had no interest before. This was such an incredible experience, so immersive, unheard of in my 30+ years of gaming. I wanted to pay attention for technical details but I was carried away immediately. Almost dopped off of my chair a few times. The horror elements were going under my skin like in no other horror game before. I was even considering to stop playing because I could barely stand it. However, when I finished the demo, I wanted to jump right back into the action. So glad I preordered PSVR, and Rush of Blood will definitely be one of my first games.
Of all of the components, the HPU is really the only component in question. Public sources indicate that Microsoft has been working with Himax on this device at the time Google took a stake in the company in 2013. Microsoft is listed as the ASIC services customer and the HoloLens graphics both appear on the latest Investor Presentation linked previously.
Based on information available on the Himax website with respect to ASIC services and Himax expertise in 3D display and processing combined with other areas of expertise in components such as CMOS/WLO, it seems reasonable to conclude that Himax was the key player involved in designing what's described as the HPU. Moreover, by examining multiple patents related to 3D and LCOS HUD where Himax,Microsoft and ODG are cited provides further evidence of timeline and collaboration related to what could be described as HPU related technology ( Patent 1 , Patent 2 , Patent 3 , Patent 4).
Additionally, last year it was reported that Microsoft paid up to $150 million to buy wearable IP from Himax customer ODG. Coincidentally, as announced at CES 2015 , ODG also has a new consumer product launching later this year that shares some resemblance to the technology in HoloLens. What's more, if you have ever wondered if Himax technology was out of this world, both Microsoft and ODG are working with NASA JPL with their respective devices.
According to sources , Intel is expected to be supplying the CPU/GPU with an atom chip code-named Cherry Trail . Himax technically also could supply other chips such as power IC and any touch drivers the device might have.
Based on the above components, a conservative estimate for Himax revenue per HoloLens device is likely to be in the $40-$75 range and possibly higher.
Microsoft HoloLens Market