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iRobot Corporation Message Board

mergandacqman 19 posts  |  Last Activity: Sep 9, 2014 8:17 AM Member since: Sep 27, 2007
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  • Dyson's too-tall, too-expensive, too-far-off robotic vacuum's touted high-tech navigation is the same triangulating SLAM and/or VSLAM that iRobot has continued to improve upon. Nothing truly new here. You recall that, through the acquisiton of Evolution Robotics, iRobot acquired the earliest VSLAM patents. Look no further than the navigation capabilites of iRobot's high-end AVA 500 and RP-VITA, which move autonomously to one location to another, and even the low-end Mint, now called the Braava. The Braava navigates just like the new Dyson product. iRobot has been actively improving upon the less-costly VSLAM technology to bring it its products (which will lower cost and/or juice margins). Just look at recent iRobot filings in the area of navigation. I am perplexed that all of the articles about the Dyson 360 Eye are touting the new navigation capabilities, as though they are truly new, unique, ground-breaking, etc. They are not. In my opinion, promotion of the "eye" as something truly new is false and misleading.

    Sentiment: Strong Buy

  • Reply to

    forget about the vacuums

    by g1word Sep 4, 2014 1:57 PM
    mergandacqman mergandacqman Sep 4, 2014 3:45 PM Flag

    I agree. I am excited about the RP-VITA, the AVA 500, iRobot's huge patent portfolio (including for a robotic lawn mower, a home care robot, a robotic arm and hand, and much more), the advances and patents in VSLAM navigation (earliest patents!), the great and growing brand-awareness, the recently upgraded robotic vacuum and robotic mop appliances, it's stellar debt-free balance sheet, sustained quick growth, and so much more. The just-announced Dyson 360 Eye robotic vacuum does not appear to be a game changer, given its too-tall profile, high price, short battery life, straight-line vacuuming approach, vacuum brush (which require more attention that the Roomba 880's tangle-free AeroForce extractors, and no firm decision about selling outside of Japan (which won't begin until later next year). IRobot is making money selling vacuums and thus self-financing all R&D on many projects that should lead to exciting new products!!!

    Sentiment: Strong Buy

  • Dyson's 360 Eye robotic vacuum has several limitations: (1) too tall to go under sofas and other low furniture; (2) extremely short battery life - just 20 minutes; (3) much more expensive than Roomba's top model; (4) not on sale until next year, and then only in Japan initially; (4) straight-line vacuuming, which can be quicker but is less effective; and (5) did I mention that it's much more expensive??? The Dyson vacuum will only appeal to the very high-end market, and thus will have only a very limited impact on Roomba sales. Additionally, I wonder if the entrance of Dyson to the market will actually serve to draw more customers to robotic vacuuming as an alternative to hand-held vacuums???

    Sentiment: Strong Buy

  • Reply to

    Any news about iRobot lawn mower?

    by mergandacqman Aug 20, 2014 8:15 AM
    mergandacqman mergandacqman Aug 20, 2014 5:03 PM Flag

    Deere, with a 31 Billion + market cap and a decent balance sheet, likely could buy iRobot if they wanted to. The two companies have worked together a bit in the past on a military vehicle, and I am sure that the management teams know each other. But iRobot's business is not really in Deere's sweet spot, so I think an acquisition would be only a very remote possibility.

    Sentiment: Buy

  • mergandacqman by mergandacqman Aug 20, 2014 8:15 AM Flag

    iRobot has several lawn mower patents going back several years, including 2014 highly-detailed ones... Does anyone have any news at all about when iRobot plans to move forward with the commercialization of a new lawn mower???

    Sentiment: Strong Buy

  • mergandacqman by mergandacqman Aug 5, 2014 1:27 PM Flag

    Does anyone have any news about the release / production of the iRobot Lawn Mower? I noticed that that iRobot has received a new patent on its lawn mower earlier in the year, and I found one third-party presentation already forecasting lawn mower revenue as early as Q4 2014. Any news out there on this subject? Thanks.

    Sentiment: Strong Buy

  • Whoever thinks iRobot is just a vacuum cleaner company is really missing the bigger picture. The advanced autonomous navigation capabilities and patents, the early Ava 500 and RP-VITA autonomous robots, the recent hand/gripping (including door opening) and stair-climbing patents, the improving two-way communication capabilities, the late 2012 purchase of Evolution Robotics and all of the low-cost navigation technologies, expertise (including iRobot's CTO) and patents that came with the acquisition, all point to so many new iRobot opportunties coming up in the near future. And, of course, even as these higher-level robot applications come to fruition, the near-term cash-flow will continue to be generated by the much-improved existing cleaning line (vacuuming, mopping, swifting), along with a nice new lawn mowing robot (many patents but not yet commercialized). We, my friends, are seeing the beginning of an amazing growth story.

    Sentiment: Strong Buy

  • The Shorts are trying mightily to drive down the iRobot stock price, but the manipulators will lose this battle. With excellent new Roomba, Scooba and Braava models, the company's core business is in great shape; with VSLAM technology, the company's navigation systems are getting better and cheaper, and with the Ava 500 and RP-VITA, the first wave of autonomous navigation telepresence robots has begun. Certainly not a time to sell!

    Sentiment: Buy

  • Reply to

    IRBT Scam Report Released

    by zebedeefkmaloley May 19, 2014 4:03 PM
    mergandacqman mergandacqman May 20, 2014 7:01 PM Flag

    What a #$%$ report, obviously written by a stock shorted who will write anything to try to get the stock price down.

    Sentiment: Buy

  • After reading Axler's Spruce Point Capital Management report about iRobot, here's my analysis of the report: What a bunch of outlandish garbage. The report is a clear hatchet-job assembled by a clear shorter of iRobot stock, intended solely to drive down iRobot's stock share price. Shame on Axler. I have absolutely zero respect for the inexperienced 32-year old #$%$ artist.

    Sentiment: Buy

  • Ben Axler, Managing Partner of Spruce Point Capital Management, is an activitst short-seller - he says so right on his website. IMHO, he is obvoiusly short iRobot, and wrote his one-sided report (notably push through "Stock Scam Research") to drive down iRobot's shares. His efforts appear, to me, to be a thinly-veiled attempt to hurt iRobot's share price.

    Sentiment: Buy

  • With the launch of our remote presence robots, we’ve begun talking more about the importance of robot navigation and our leadership role in the space. After more than a decade of research, we are fielding robots with the capability of building maps and using them to precisely move about environments in which they operate. This capability is creating opportunities for robots to perform more valuable work, more efficiently.

    Today, the enabling technology Simultaneous Localization and Mapping or SLAM is costly as it requires lasers and significant computation, though it works extremely well and safely as evidenced by RP-VITA’s FDA approval. Soon, a new generation of SLAM, visual SLAM, based on replacing lasers with low cost cameras will usher in a new generation of navigation robots. iRobot is a pioneer in vSLAM, holding exclusive access to critical technology, including many of the earlier filed patents in the technology, which positions us extremely well as the industry accelerates. It is our intent to continue to invest in this critical technology and the economic opportunities it unlocks."

    Don't forget Colin's comments with the acquisition of Evolution Robotics in 2012: "Evolution Robotics' products will expand our automated floor care offerings while its technology and intellectual property will bring visual navigation and simultaneous localization and mapping, among other technologies, which could be deployed in future iRobot products". The acquisition was about a whole lot more than Mints. Visual SLAM is a game-changer. The benefits of iRobot's ownership of key vSlam patents, and also the hiring of Paolo Pirjanian and his team from Evolution Robotics that came with the acquisition, are about to start really paying off!

    Sentiment: Buy

  • I listened intently to Colin's very positiive comments about V-SLAM. Remember his comments just after acquiring Evolution Robotics with its strong group of V-SLAM patents? It's all coming together now.

    Sentiment: Buy

  • Great 12-16 article in Boston Business Journal:
    If Google and its Boston Dynamics unit becomes the specialist in outdoor robots, iRobot — which has sold more than 10 million of its Roomba robotic vacuums to date — is aiming to position itself as the top firm for home robots that handle more than just cleaning, Angle said. "By the time that Google is delivering packages to the door, we would hope to be in millions of homes answering the door," he said.

    Sentiment: Buy

  • Jeff Beck, iRobot's COO, will be leaving by year's end, and his duties will largely be replaced by Paolo Piranian, iRobot's CTO, Paolo Piranian, was acquired along with the acquisition of Evolution Robotics (and it's I.P. about a year ago). Piranian is a total stud and will kick#$%$ now that he has the reigns. Great move, iRobot. I now expect the Evolution of iRobot's products to advance at a much more rapid clip. Hold on for a fast ride!!!

  • mergandacqman by mergandacqman Nov 20, 2013 1:47 PM Flag

    That 5 Toxic Stock article is utter rubbish, and even appears to be regurgitated trash (note the Summer reference). I have never read more bloviating hoppicock than what I read in that joke of an article.

    Sentiment: Strong Buy

  • Reply to

    New Roomba- initial feedback

    by hummingbirdair Nov 12, 2013 11:04 AM
    mergandacqman mergandacqman Nov 12, 2013 3:45 PM Flag

    Are you kidding me??? iRobot just announce huge improvements in their flagship business! And this does not at all diminish their other activities (like Ava). They just dug a deeper moat, which is not trivial. iRobot is all about developing new things while remaining PROFITABLE!!! Their new Roomba will keep the cash flow positive as they venture into new areas.

  • When I first read the iRobot press release about the new 800 Series Roomba, I felt a tad bit underwhelmed. Maybe I was hoping for Mint-like navigation or something more grand. But upon further reflection, I feel that iRobot has really made a great leap in its core business: It has "built a better mousetrap". Up to 50% better cleaning. A much more powerful motor. Much more focused and stronger suction. Lower maintenance requirements, with no more hair getting wrapped repeatedly around the sweeper. A longer-life battery. All significant upgrades and all at once. Bravo, iRobot. You have focused on significantly improving what matters most. Bravo!!!

    Sentiment: Strong Buy

  • I am convinced that iRobot's share price will see a nice jump this quarter, as news is imminent about (1) the new Roomba vacuum cleaner release in time for holiday shopping; (2) the new AVA 500 distributor deal for security services (adding to InTouch Health and Cisco Telepresence), demonstrating the broadening range of activities that the AVA platform can be used for; (3) the strength of the new iRobot TV advertisements, which are EXCELLENT; and (4) the new ETF focusing on Robotics, which includes iRobot and will bring additional attention and interest to individual stocks in the ETF's portfolio.

    Sentiment: Strong Buy

IRBT
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