Thanks txamag. Glad you're still here and focused. I really hope we get the good news sooner rather than later... getting tired of having to accidentally glance at posts written by shorts (they keep changing their names!)
I agree that this is exactly what Reed should do.... I know that he is extremely focused on the long-term, which is important, but he needs to do a little more work on the short-term as well. Keep the investors informed of updates!
steve, it largely depends on what news is actually PR'd and what isn't.
I fully expect that shipments will begin in December AND that the Rochester plant will become fully operational in December.
Will either of these be PR'd? I have no idea. Together, these events should trigger $10M+ of NRE revenues. Will this be PR'd? I have no idea.
So, do I think we will have big events happening in the next 3-4 weeks? yes. Do I think they will be PR'd and released to the public? I don't know.
My expectations come from both Uni-Pixel and Kodak and are my own opinion.
Red, check out the attached chart to that report (there is a link at the bottom). Notice the scale on the left? Look at the title... it is in "thousands of square kilometers". THOUSANDS? Square Kilometers!?!?!? One Square KM is around 10M square feet. ONE!
Scales are fun things.
haha Red, just trying to seem fair and balanced. There are some on here that just pump, not saying you're one of them.
Synaptics has only mentioned Uni-Pixel once independently, the 2nd time it was responding to a specific question about the cost of the touch sensors. Remember, SYNA is completely agnostic as to which touch sensor they use, and therefore have no reason to ever discuss specific companies. Silence should be the expected norm, mentioning UNXL (or any other company) is the unique event.
what about the shorts in TSLA, NFLX, VHC, GMCR (when it was at 20), GME, HLF, and so many other names that sky rocketed?
The fact is that shorts often know little more than the longs, and many times they are forced to overstay their welcome due to the outrageous fees they are paying on long-term heavily shorted names.
For the same reason that everybody said the 'Ecosystem Partner' was Intel (which it is). Strong rumors and logic (or at least a lack of poor logic)
They were purchased previously. The 13G was actually filed on 6/11/13. I'm not sure why it is being re-reported today.
If Goldberg Capital made a significant change in his position in September, it would have to be reported around now, however. Perhaps it is just the wrong filing? I have no idea.
InTouch is functionally better AND cheaper (faster response times, flexible, etc.). In addition, it is compatible with current touch module technology, therefore it can be easily switched in and out with ITO screens with only a small firmware change (but no hardware change).
UniBoss is the name of the manufacturing process. InTouch by Kodak is the name of the specific product sold by UNXL/Kodak using the UniBoss process.
To keep UniBoss on the website is mostly ok, given that it is referring to the process (which it typically does) and not the specific product.
yes, I do still post here sometimes, just don't like YMB format.
I have to agree with themightycal with regard to these questions/answers.
Testing and qualification are both ongoing processes. You can qualify prototypes and test them, which can help point out errors or build confidence in success, but the FINAL testing can't happen until after everything is completely built out and qualified. Uni-Pixel has certainly completed and passed a multitude of tests at this point, and recently installed a new manual testing machine at the end of August (they were already able to test it manually, but the new machine does it significantly faster). They have also ordered a similar machine for automated roll-to-roll in-line testing, scheduled to arrive in October.
Uni-Pixel will NOT be shipping in large quantities in October because they need this new roll-to-roll testing machine to be installed in order to complete the qualification / testing process. HOWEVER, they can (and the Oct 1 date shows that they expect to) receive a WAIVER which will allow them to ship product based on the unqualified machinery with manual testing.
In manufacturing, things aren't as simple as being 'completed' or 'incomplete'. There are various stages and checkpoints, which have all been moving along fluidly.
As for question (3), I'm not actually sure what high-speed production problems you are referring too. I know that previously they had not executed long-run tests for proper statistical data, but they have now as discussed in August during their Q2 call.
I hope this helps.
Another interesting point is that Kodak's name is now directly tied to the product. It is no longer "UniBoss", but "InTouch Sensors Designed by Kodak". Kodak would NOT want their name tied to a product that they think might fail. They are just now coming out of bankruptcy so all eyes are on them to see if they will be able to succeed or not. For Kodak to directly tie themselves to Uni-Pixel (which they have not done with any other touch) is huge and shows their confidence.