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MAKO Surgical Corp. Message Board

cdlozem 21 posts  |  Last Activity: Feb 25, 2015 4:09 PM Member since: Nov 12, 2009
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  • cdlozem by cdlozem Feb 25, 2015 4:09 PM Flag

    NICE

  • Reply to

    Option Expiration Tomorrow

    by cdlozem Feb 12, 2015 2:39 PM
    cdlozem cdlozem Feb 13, 2015 3:18 PM Flag

    100 Shares per contract = 646,200 shares of the company

  • Himax is at a significant inflection point, with many of our non-driver products ready to enter the consumer market .
    you better listen to the CEO not the analysts that wana rob your shares at a lower price.

  • 646,200 call strike 8 will expire worthless
    That's what the downgrade is all about

  • And when they tell you to sell you Buy.
    They always make the retail investors on the wrong side of the trade.

  • cdlozem cdlozem Feb 12, 2015 11:37 AM Flag

    Digitimes reports (citing LCD driver industry sources) Apple is "looking to diversify its LCD driver IC suppliers and move away from its dependence" on Synaptics' (SYNA -1.6%) recently-acquired Renesas SP Drivers unit. Himax (HIMX -4%) and fellow Taiwanese driver suppliers Novatek and Parade Technologies are said to be "vying for orders."
    The site adds rumors previously emerged Apple has "approached other driver IC suppliers after RSA was acquired by Synaptics." Synaptics has reportedly "stepped up efforts to transition to 55nm process technology from 80nm" in order to hold onto Apple's business.

  • In the second half of the year.
    SYNA was the only company that had the single chip (touch and display drivers) now that Himax has this new chip AAPL will most defiantly try to have a second source and diversify from SYNA.
    imo

    Himax is extremely excited about technological advances in the latest pure in-cell technology where it is one of the pioneers in offering one-chip solutions integrating driver IC and touch panel controllers, or TDDI. Driven by top-tier TFT-LCD makers, the industry is moving towards pure in-cell panels, which is set to start mass production in the second half of this year. Himax is in partnership with essentially all of the leading panel manufacturers in pure in-cell touch for joint technological development and expect the market to see major launches of this new technology very soon

  • cdlozem cdlozem Feb 12, 2015 9:27 AM Flag

    the Company's LCOS sales and WLO NRE incomes should more than double in the first quarter of 2015

  • The Company unveiled its Front-Lit(TM) LCOS technology in the middle of last year. It still represents one of the most significant technological breakthroughs in the HMD industry. Himax is seeing more and more customers adopting its proprietary technology. By consolidating two key components of optical engines and integrating them into the micro display module itself, Front-Lit(TM) LCOS enables an ultra-compact, high brightness and extremely power-efficient optical engine which is also easier to manufacture compared to traditional optical engines. There is essentially no competition to this product.

    Furthermore, the Company continues to partner with numerous industry leading companies using its cutting edge and industry-dominant wafer level optics, or WLO, for the development of three technologies of the future, namely array cameras, special purpose sensors and microdisplay wave guides for head-mounted displays. This product development often requires the collaboration of Himax's internal CMOS image sensor, LCOS microdisplay and/or video processing algorithm teams. Himax sits in a leading and unique position with respect to these exciting new technologies and it is the only company in the industry able to offer a true one-stop total solution. As these Tier 1 customers begin to mass produce products embedding these new and unique features, Himax, being in the heart of that supply chain, should benefit significantly. To meet the anticipated demand growth for its LCOS and WLO products, the Company is expanding its production capacity starting in Q1 2015. It will report its progress in due course.

    Collectively, the Company's LCOS sales and WLO NRE incomes should more than double in the first quarter of 2015. This illustrates the Company's strong customer engagements with tailor-made designs and represents products in the pipeline which will translate into meaningful sales and profit contribution in the near future.

  • Reply to

    17–28% below consensus is priced in

    by cdlozem Feb 10, 2015 10:47 AM
    cdlozem cdlozem Feb 11, 2015 1:30 PM Flag

    Yes priced in , that the reason we went down 20% in the last couple of weeks.
    they short before the news and cover after the news out

  • I think so. actually the CS report is very bullish for the long term investors.

    We remain optimistic on Himax’s new opportunities for LCOS, large-size DDI and other non-driver IC products. We believe Himax is the sole LCOS and WLO supplier for Microsoft’s (MSFT) HoloLens and expect shipment to ramp up from 2H15. Our checks also suggest that its Front-Lit LCOS solution has been adopted by several tier-1 brands (including Google (GOOGL)), and that it offers better display quality, lower power consumption and comes with a higher ASP versus the previous design.

  • Reply to

    Himax LCOS guidance from last CC

    by cdlozem Feb 9, 2015 3:12 PM
    cdlozem cdlozem Feb 9, 2015 3:21 PM Flag

    . This product development often requires adoption of all you internal CMOS image sensor, LCOS microdisplay and video processing algorithm teams.

    Himax sits in a leading and unique position with respect to these exciting new technologies and we are the only company in the industry, which is able to offer such a one-stop total solution.

    To meet the anticipated demand growth for LCOS and WLO products, we are working on new plans to expand our production capacity. We’ll report a progress in due course. As stated in several of our previous earnings calls, we will continue to increase R&D spending in the fourth quarter in order to quickly capture several areas of new business opportunities in front of us.

    We expect the fourth quarter operating expenses to be the highest among all quarters of the year as certain new high-end product tape-outs are taking place within the quarter in both driver and non-driver areas.

    Last but not least, we also remained positive with respect to our business outlook for 2015 when we expect both revenue and earnings to -- continue to growth

  • Regarding our LCOS business, we continue to work closely with our existing customers, as well as some exciting new tier-one customers. We are working with them on multiple designs simultaneously, many of which involve custom-built designs that are funded by our customers’ development fees.

    As mentioned previously, we unveiled the Front-Lit LCOS technology, our latest proprietary and patented LCOS offering. The new design represents one of the biggest technology breakthroughs of the head-mounted display industry. Our proprietary Front-Lit LCOS module enables an ultra-compact and extremely power-efficient optical engine by consolidating two major components of optical engines and integrating them into the micro display module itself.

    I would now like to address the one topic our investment community cares very much about, which is Google’s decision not to exercise its investment option in our subsidiary, Himax Display Inc, which we announced on October 21st.

    In our announcement for Google’s decision, we also stated that we were authorized by Google to make the following statement. Google continues to work closely with Himax as a strategic partner on future technologies and products and remain a Board observer.

    So this above strong message from Google demonstrates the continued close partnership of the two companies, despite of Google’s decision not to exercise its investment option. The ongoing development and collaboration between Google and HDI validates our LCOS technology as the most superior and best suited microdisplay for head-mounted devices such as Google Glass.

    Finally, we can continue to partner with various industry leading companies using our cutting edge and industry-dominant wafer level optics, or WLO, for the development of three technologies of the future, namely, array camera, special purpose sensors and microdisplay light guides for head-mounted devices. This product development often requires adoption of all you

  • Reply to

    Anyone know cs stated reason for downgrade?

    by rtpaulhus Feb 9, 2015 9:36 AM
    cdlozem cdlozem Feb 9, 2015 1:33 PM Flag

    From 3rd QT CC
    We would like to emphasize that exchange rate has very little effect on our margins and operating results, as we maintain that majority of our cash conduct all our buy and sell activities and keep our books all in US dollar

  • cdlozem cdlozem Jan 14, 2015 3:25 PM Flag

    Can't wait for the Conference call to get more detail on LCOS.

  • On a side note, on top of solid core businesses, Himax is experiencing strong momentum in our LCOS and WLO operations. As noted previously, Himax continues to work closely with world leading customers and/or partners in the LCOS and WLO sectors

  • cdlozem cdlozem Jan 14, 2015 1:54 PM Flag

    Google is up today. hummmmmm

  • It's a buy to me.

  • Reply to

    Why is Fred Middleton

    by who_gnu_1235 Dec 5, 2014 1:04 PM
    cdlozem cdlozem Dec 5, 2014 4:22 PM Flag

    only 15k shares, he still has 1.5 million shares left, so not a big deal.

    Fred A Middleton, a director of Stereotaxis, recently disposed of 15,809 shares of the company. The disposals took place at prices ranging from $1.58 to $1.60 per share, on dates ranging from December 02 to December 03, 2014. Middleton still owns 1,561,996 shares of the company. Middleton operates out of St. Louis, MO. Some additional info was provided as follows:

  • By Steve Holland 12/01/2014

    WASHINGTON (Reuters) - U.S. President Barack Obama asked Congress on Monday for $263 million for the federal response to the civil rights upheaval in Ferguson, Missouri, and is setting up a task force to study how to improve modern-day policing.

    The funds would pay for body cameras for police officers to use and expand training for law enforcement in an attempt to build trust in communities

MAKO
29.990.0000(0.00%)Dec 16 4:00 PMEST

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