With the mix of displays (more time consuming)
Raf .. one of the big features of the Snup , is no down time to switch products ...
that's a huge boost to both capacity and cycle times ..
one thing that has never been discussed (either on the board, or CC's) is
cycle times ... they will never release actual numbers here , but they could
give a % of cycle time reduction , there was a brief mention of TAT , or turn
around time being greatly reduced ... g
cycle time figures directly into operating costs .. garce
aye aye .. a pleasure for the ears ... also that AS mentioned that the product for wearables would
be something less than military specs and 600/ wafer can be expected ... looks like there's plenty
of capacity ... g
so far , the "wearable " market has not caught fire .. in order to establish a market , the
entry devices will need to be cheap , after that , consumers will demand better devices ..
as the segment grows , people will be willing to pony up more quid for a better device ..
better being defined by quality of images and power consumption .. lcos/led will
continue to race to their physical zeniths and OLED will grow ...
it's still good to know that Eman's mgmt was willing to lay out a five year plan to
get into consumer products ... g
if anything , GF would have bought building 323 , or half of it because the other
half is development , who knows what was in that package , but GF was only
after the engineers .. anyway , Emagin is housed in the 330 D phase .. probably
about 1/2 million sf empty now and sintering is probably going away , with organic
packing taking over , so there's lots of real estate that IBM needs to do something
with .. .the EF site is so toxic that i doubt they can ever sell the site ... g
starting with LG and magnified by SP , buybacks have pretty much choked IBM , and the major investors know
this .. now , with no upgrades to the chip foundry , they cannot sell it ... execs missed the boat here ,
no reason why IBM could not have run a profitable chip foundry , supplying itself and a few others with
high margin chips , the problem is that IBM has long had margin targets and chips no longer meet it , too
this tranisition is going to be tough .. IBM has sold off about 90% of it's hardware over the past 25 years ,
migrating to very high margin IT contracts .. the problem now is , with the emergence of the cloud AND
a slew of competent competitors this transition will not be a swift as those in the past ... a major overhaul
is needed , maybe bite the bullet and take a year or two of greatly decreasing revenues and posture
itself for the next decade .. i'm still watching , but don't see buying back in for at least a year ...
i could be wrong , but do believe i can better use capital elsewhere ... g
i say this was the best CC yet .. some real pertinent questions and no evasion ...
also , it was great to hear about plans going beyond the next 2 q's
schatz , maybe we should be a little kinder to Bungalow Bill ..
after all , he used to be an Emagin vendor , he sure sounds
like sour grapes ,eh ?
thanks Rock ... btw , IBM is stuck with the EF site and there's a ton of real estate there , should be able to
get a favorable lease for future expansion ...
How about Obama and Al Sharpton doing a gay flick ... sure to go viral ... i don't think that he gets much
from Michelle ..
since any contract has "a material affect on performance of a company " we should be seeing some pr's
this quarter , eh ???
thank you , i think that a key fact that most retail investors fail to grasp is the
total power of dividends .... check out MSFT ... the current div is modest , but
if one had shares purchased around 30 , well before the 1st spit , that would
now be 128 shares ... multiply that by the current div , then div that buy original
share purchase price and you are making well over 100% per year on original
investment ... why sell something like that ???
eventually , your $25 shares will be returning 20% or more , i'll have to
wait a while longer for my 31's , in the meantime , i sleep well ... g
i posted an article about Illinois and the carp situation , tried to hide the link , but they found it .. The story
is about commercial fisherman supplier processors with carp , the processors are trying to grind it up and
incorporate into products for sale ... not a bad idea , but they should be supplying ground up carp as
fertilizer , i have guess that the fert companies are against this ... oh, well ...
.so I ask, where is all the money going, anyone want to hazard a guess. ...
no guessing Bill ... new equipment and inventory build ... we not only know how to
read , but how to listen , then synthesize the information and draw conclusions ... g