I owned this about 7-9 years ago and fortunately made money. They have made some big acquisitions for their size over the last ten years but the share price range has not really changed. In fact, they are trading at the lower end. Hopefully they can start making an impact on the bottom line. I actually like KTCC in this space.
Yes, I missed the last few buying opportunities that corresponded with his posts.
I know nothing about the industry but picked that up on the conference call. Unfortunately, I don't think the replay is still available.
No mention of HIMX in the latest teardown.
If you're inclined, you can open up a Rift headset using a standard Phillips #0 screwdriver, tweezers, and some other tools. One interesting discovery is that the display is the front panel of a Samsung Galaxy Note 3 smartphone, iFixit said. That element seems to point to Oculus already taking advantage of its partnership with Samsung, which plans to bring Oculus' technology into mobile devices, CNET recently reported. With tens of thousands of the prototype expected to ship, iFixit postulated that the production numbers were still too small to merit a custom display quite yet.
Also, using an infrared camera, the iFixit team was able to capture a picture of the 40 infrared LEDs inside the headset.
The device uses chips from Toshiba, STMicroelectronics, Cypress Semiconductor, and Texas Instruments to run, iFixit found.
Any idea of what parts and pieces HIMX is supplying? I know HIMX is working with just about everyone for something.
Going only on my feeble memory, I got the impression that he mentioned that the last write down was $175 mil. To me, it was said to give a reference to the magnitude of the upcoming adjustment, implying that it would be similar. I don't think I have the fortitude to listen to the entire call again.
I don't think so. Management is extremely conservative, stone faced, and careful about what they say. They don't need temporary run ups to become filthy rich. They are doing it by building an awesome company. No smoke or mirrors needed.
I made good money in the Manning and Escala days. It seemed to have a future but I fortunately got out on top. Now it is pretty much defunct or at least not recognizable. Lots of money must have been lost by folks along the way.
I followed and owned this years ago under a different moniker. I went to Investor Village to check on something else but nothing was posted for years. So then I checked the CAMP board since I knew there was a lot of activity there and it was dead for about a year or would be longer if it wasn't for sugah city. Glad to see some familiar names.
That was before it almost went bankrupt and had to sell some the best parts of its business to stay afloat. I don't follow it now so I can't comment on its future but is sure isn't what it could have been.
I just listened to the replay. They did a very good job of presenting and answering questions especially concerning amtrust. It was worth the time
xrayflourishes gives a great perspective. Averaging in sounds like a good idea. I can't imagine LCOS not going into Google Glass but if it doesn't, LCOS will be used elsewhere. In any case, Himax is bringing in great results with the current business. The big unknown is the overall market as xray points out.
Good questions and answers. The two major types of image detectors are CMOS and CCD. Himax is using CMOS technology. The more applications and advantages of CMOS over CCD, the better it is for Himax even if they are not used in this particular application.
Yes, there are a lot of possibilities and all of them are good.
It is easy to see through those that hate others that work hard and are successful through their own efforts.