What has he said besides that he would inform about milestone? And true to his word he has a conference call to discuss the quarter's results once a quarter. I thought the actual stated deadline stuff was before he got there.
I am going in the opposite direction. Last summer I had 42,000 shares. This spring I had 20,000 share. This morning I now have 10,000 shares. I am NOT going to $7 again.
That surprises me. I would have expected them to use some little Asian company I never heard of and would have trouble pronouncing. That is really good news to me.
40% seems really low but at least they are selling some product. I do not know if they are working on improving yields or are ok with the current yield. Would probably be a margin problem if we sold a lot of XSense but apparently we do not.
"Uni-Pixel Still Struggling To Advance From A Lab Experiment To A Sellable Product"
Claims XSense yield is approximately 40%.
Longs have to be happy to hear about a step increase in ability to print and plate roll to roll. A strong positive. However the rest of it did not seem like that much news to me. I guess I always assumed UniPixel was running a pilot program and working to increase yields so that was not enough to get me all that excited. Maybe some others feel the same way.
"the early lead UniBoss has achieved in the marketplace"?
They have nothing in the marketplace.
On the whole I find fnkenny slightly less deviant than druggie. Not that being less deviant than druggie is a very high bar to clear.
TI already has 32-bit and ARM microcontroller. Has a strong 16-bit line with msp430. Not sure they really need an 8-bit line although that is possible if the 8-bits were a lot less expensive. Already has a strong RF portfolio. To me memory is a commodity product.
Are hubs and touch enough to be attractive to TI? Hell, are hubs and touch enough to bring our PE down?
Or are you counting on the Internet Of Things (IOT). TI already has microcontrollers and RF. Not sure what we would add to that they have to have.
"The companies they view that are most likely to make an acquisition include Texas Instruments Inc. (NASDAQ: TXN), Maxim (NASDAQ: MXIM), NXPI (NASDAQ: NXPI), Skyworks (NASDAQ: SWKS) and Xilinx (NASDAQ: XLNX)."
I do not want to appear negative all the time but which of these companies seem a good fit with Atmel? Kind of breaks down to companies with a lot of microcontrollers and those with basically no microcontrollers. A company wanting to get into microcontrollers seems to make more sense I guess. There would be a lot of overlap with TI.
I cannot tell if you are bluffing so I am going to fold.
Last message of week.
The guy told you that RxR is desperate to cover his his position?
That is one knowledgeable and accommodating guy.
So what happens in 7 days that the shorts are so afraid of?
The longs have built my expectations to production ready on July 1 with at least 90% yield approaching 96%. All major technical problems resolved. Also a chance in the Google smartphone. I expect some revenue in Q3 from selling touchscreens (which is in the 2nd half). I do see some effort to walk those expectations down as we get closer to the 25th.
For someone who owns them and is inside their head you sure spend a lot of time talking about them.
Read what I said.
I did not say you had total of 4000 shares.
You said you bought 4000 shares because of the twisted rumor. First shares or additional shares, does not matter to me or what I said.
If now you are saying you would have bought them anyway because you already had shares then just the typical mindless short bashing. Which is a lot closer to the point I was making then the point you seemed to think I was making.
If they have corrected all technical problems then they are ready for commercial production? I mean if there are no problems they are ready to push some product out the door, right? Or does that mean they are ready to ramp? (Whatever ramp means).
You bought 4000 shares on rumor of good news because a (I assume) short twisted the rumor of good news? I now feel much better about my own stock research methods. Thanks
Maybe I do not understand what a ramp is. I assumed it meant initially relatively small commercial quantities that increase over time as more machines are brought on-line. What item is ramping if not commercial product?