I probably would have, but I was distracted by your other half... the delay let me buy at 2.56. penny saved.
If you inform everyone to this scam, how would you make money off them?
If you read my post, I said the first quarter number is not representative of the true margin. The full year margin for 2014 was -16%, the first quarter number needs to be seen in that light.
If you want to make money off dummies, why post at all?
In your posts you act as if you are trying to inform the ignorant with your skilled analysis... how does that help you make money off of them? With your stated goal, it would make more sense to misinform - don't you agree?
Why do I need to read CIT's filings if you already know the answer? Can't you share it? Is there a reason you are withholding the information? Do you have a hidden agenda?
I don't know CIT's cut (please point out if you do), but I am assuming it was positive? Can we agree on that?
If positive, that reduces the -16% down further, correct? - this is dummy reasoning I know... but bare with me.
come on... you are being ridiculous. Add in CIT's cut... and the minimal amount of depreciation expense (as compared to Atmel) and the -16% number becomes positive without any technological modification of the process. Achieving 20+% margins hinges on one thing... maintaining ( then increasing capacity). Period. This is not the shot in the dark project the pps would imply.
Richard, If XSense margins were -16% for the full year 2014 - what happens to the number when you add back in CIT's cut?
Should I prefer JH stuck with inTouch and shipped low volume amounts of sensors to keep his promise or ship a better product in higher volume? Its that simple. As opportunities present themsleves, you react.
Could they have shipped inTouch if they stuck with the program? Impossible to say.
Would they have earned 2 million in revenue doing so? Not a chance.
You are highlighting a positive in my book. JH is interested in making $$$ not proving his baby could do it.
I like you chester and your other personalities, but I worry for your soul. Hopefully, you are balancing out your negativity with some virtuous endeavors.
Chester, if you are going to tell me why I am a dummy - you should switch over to your Richard acct
I clearly said they were shipping Xtouch sensors
Do I want to know why you think I am a dummy? No - do you want to tell me?
If XSense margins were -16% for the entire year, why are you claiming they are -80%?
Isn't that a little disingenuous? I'm not saying you have to be factual when you post on this board, but I think you consider yourself somewhat of a competent analyst.
He is shipping in H1... I don't get this line of reasoning... you are knocking the guy for shipping a high volume amount of XTouch sensors to a multiple customers instead of a low volume amount of sensors to an undisclosed customer? - this is one of JH's wins
I don't agree with your characterization that XSense margins are -80% as can clearly be seen by Atmel's 2014 full year numbers. A bulk of the costs associated with the Q1 number do not apply to Unipixel.
JH says there are more HP designs in the pipeline - I have to believe him unless there is a more credible source contradicting him.
f-it I'll take the bait, but I'll be surprised if I find an explicit reference to the HP contract with Atmel in there.
If this is not something other than a planned HP renewal, why would HP have additional designs in the pipeline?
I plan to, but I'm going to wait for the .06 to fall off... 2% wth
I hope so... I missed out on Friday - I was camping, which may be my new permanent residence if this keeps up.
I'm not feeling helpless... I'm willfully buying more! Due to my measly pittance the man has chosen to provide me with ... I hope it takes the market a while to adjust to the new reality.