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EASTMAN KODAK CO Message Board

rogerxavier2 21 posts  |  Last Activity: Mar 4, 2015 2:39 PM Member since: Jan 8, 2012
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  • Reply to

    Zack's upgrades UNXL-Price target 20 bucks

    by schsclass1976 Mar 3, 2015 9:06 PM
    rogerxavier2 rogerxavier2 Mar 4, 2015 2:39 PM Flag

    "Jus' around the corner" is on our street now."

    Always has been, always will be.

  • rogerxavier2 rogerxavier2 Mar 1, 2015 6:54 PM Flag

    "Jeff Hawthorne said: "Well, I mean, this was one trial."

    Can't have percentile stats with one run.
    Maybe what JH meant was out of the 10's of screens singulated and sent out to be integrated less than 20% were rejected?

  • rogerxavier2 rogerxavier2 Mar 1, 2015 6:15 PM Flag

    " This implies that there are several yield data such as 85%, 88%, and 89% for different trials as an example."
    No it does not. You are are trying to average percentages (%) thereby compounding the confusion you are purporting to clarify.

    If 100 people take 10 item test and one of them gets 5 correct answers, another gets 4 correct answers, 48 people score 3 correct answers, 25 score 2 correct answers, 15 score 1 correct answer, and 10 get 0 correct answers then the person who scored 50% correct answers would be in the 99th percentile and the person who scored 40% would be in the 98th percentile, the people who scored 30% would be in the 50th percentile, those with 20% correct answers would be in the 25th percentile, those with 10% correct answers would be in the 10th percentile and those who got all of the answers wrong would be in the bottom percentile.

    Lets say UnXL did 100 printing/plating runs. If the best yield they ever got was 45% that would be the 99th percentile. If the second best yield was 42% that would be the 98th percentile. If they had 18 yields between 39% and 30% and ALL of the other runs were below 30% yield the cluster of 18 runs between 39% yield and 30% yield could average out to the high 80's percentile.

    Another example;
    If UnXL had 20 runs out of 100 with between 20% and 25% yields and 80 out of 100 runs below 20% yields the cluster of 20 runs would be in the 80th percentile and above.

    If the CEO wasn't trying to confuse you he'd say, 'consistent yields in the high 80 percents'.

    Call IR and pin them down on yield percent per run.

  • Reply to

    Congrats all Longs!!

    by scoverguy Feb 28, 2015 9:00 AM
    rogerxavier2 rogerxavier2 Feb 28, 2015 11:39 AM Flag

    " I for one am happy for everyone here who kept buying"

    It makes the 2017 PUTS so much less expensive.

  • Reply to

    Haven't sold a share

    by trogeroutman Feb 28, 2015 11:26 AM
    rogerxavier2 rogerxavier2 Feb 28, 2015 11:32 AM Flag

    "Won't until 100!"

    By the time you're a hundred you'll have better sense.

  • An integration yield engineer needs-
    "Candidate must have existing 300mm HVM process integration experience including experience with circuits and devices, properties of materials, Yield Analysis tools, design of experiments, analyzing yield/electrical/parametric data, factory inline monitor data and product-process interactions. Must also have demonstrated skills in solving complex manufacturing problems; familiarization with JMP or other statistical analysis packages, model based problem solving, process trending, design of experiments, statistics and integrated problem resolution leadership. Applicant should also have skills in process transfer, process sustaining, and ramp to high volume manufacturing.
    Candidate should have research or relevant job experience in areas pertaining to wafer fabrication such as electrical engineering, chemistry, chemical engineering, and materials science.
    Knowledge of processing techniques (Litho, Etch, Implant, CMP, CVD, plating, plasmas etc), demonstrated problem solving capabilities, team leadership skills, yield engineering data analysis tools, and basic knowledge of semiconductor devices are required. Successful candidate is a team leader and can work well in matrixed and ambiguous situations within a factory to solve complex problems. Excellent listening, attention to detail, verbal and written communication and commitment to task are essential."
    A problem solver.
    percentile (not percentage) is-
    Place in ranking of all other candidates. Say one of UnXL's problem solvers was right 4 out of 10 times and all of the others found a solution once out of 10 times but a Kodak engineer was right 5 of 10 times then UnXL's problem solver with a 40% correct yield average would be in the 80th percentile.

    If I was long UnXL I'd feel a lot better if the CEO didn't use so many weasel words.

  • Reply to

    WMIH Whales: Top Holders

    by mrsimpson72 Feb 22, 2015 2:56 AM
    rogerxavier2 rogerxavier2 Feb 27, 2015 8:00 PM Flag

    "Hey....just in case you missed it....this is 2015"

    Dave,you noticed the current year! F'n amazing.

    The clip is of their current holdings and notes when Appaloosa bought or added.

    Maybe you can splain to your family just why you're averse to making money, they really WANT to believe in you.

    Note date
    "APPALOOSA PARTNERS INC
    - As of 02/27/15, 07:52:48 PM: 39 Insider Transactions.

    Buy/Sell* 1 Yr Return** Filed Date Subject Symbol Pct Owned Details
    S 2014-02-14 16:00:08 GOODYEAR TIRE & RUBBER CO GT 4.92% view
    S 2014-02-14 15:59:05 BEAZER HOMES USA INC BZH 4.68% view
    B 61.19% 2013-02-14 16:11:25 US AIRWAYS GROUP INC LCC 7.43% view
    B 21.24% 2013-02-14 16:10:09 BEAZER HOMES USA INC BZH 5.16% view
    S 2013-02-14 16:09:12 MPG Office Trust MPG 7.17% view
    B 90.12% 2013-02-14 16:07:42 GOODYEAR TIRE & RUBBER CO GT 5.86% view
    S 2013-02-14 16:06:47 Mueller Water Products MWA 4.94% view
    B 0.00% 2013-02-14 16:06:17 WMI HOLDINGS CORP WAMUQ 8.47% view
    S 2013-02-14 16:05:01 CVR ENERGY INC CVI 0.0% view

    Looks like a 'B' next to WMIH, whatta you reckon that means?

    If you do your homework you can also check out the "view" link. Takes you to the SEC txt page.

  • rogerxavier2 rogerxavier2 Feb 27, 2015 7:45 PM Flag

    " Now imagine a solar panel farm with ALL UNXL film."
    UNXL makes photo-voltaic film !?
    F'n unbelievable but you never know what the congenitally ignorant will fall for.
    Look what happened today based on this-
    "Given the preliminary yield results, the company plans to utilize the existing mechanical roller based plating line at the Kodak facility to advance its all-in-one program and fulfill ANTICIPATED initial commercial shipments in the second quarter of 2015. Production will be transferred to the other plating line once it has been fully modified and qualified with touchless web handling. The remaining mechanical roller-based line will then be upgraded so that the web transport on both plating lines is fully touchless."
    THERE MIGHT BE SOME ORDERS COMING.
    and
    "Our goal over the next several weeks is to finish modifying one of our operational plating lines to make its web handling completely touchless and to qualify the roll-to-roll yield. We are targeting completing this activity during the second quarter of 2015."
    We MIGHT be able to get our production line to handle them if they do.

    Tappity tap tappity tap, tap-tap, tap tap tap dancing away.Thanks coach Tomz.

  • Reply to

    WMIH Whales: Top Holders

    by mrsimpson72 Feb 22, 2015 2:56 AM
    rogerxavier2 rogerxavier2 Feb 26, 2015 8:04 AM Flag

    Some times you sound almost smartIR. Too bad you stop when you have done just enough research to fool your family..
    Date File Type % Own Filer/Issuer Subject Company Ticker # shrs # optn
    2014-02-14 Amended 4.9% APPALOOSA PARTNERS INC GOODYEAR TIRE & RUBBER CO /OH/ (SP500) GT [C]
    2014-02-14 Amended 4.7% APPALOOSA PARTNERS INC BEAZER HOMES USA INC BZH [C]
    2013-02-14 Amended 7.2% APPALOOSA PARTNERS INC MPG OFFICE TRUST, INC. MPG [C]
    2013-02-14 Amended 4.9% APPALOOSA PARTNERS INC MUELLER WATER PRODUCTS, INC. MWA-B [C]
    2013-02-14 Amended 0.0% APPALOOSA PARTNERS INC CVR ENERGY INC CVI [C]
    2013-02-14 New 5% 5.9% APPALOOSA PARTNERS INC GOODYEAR TIRE & RUBBER CO /OH/ (SP500) GT [C]
    2013-02-14 New 5% 7.4% APPALOOSA PARTNERS INC US AIRWAYS GROUP INC LCC [C]
    2013-02-14 New 5% 5.2% APPALOOSA PARTNERS INC BEAZER HOMES USA INC BZH [C]
    2013-02-14 New 5% 8.5% APPALOOSA PARTNERS INC WMI HOLDINGS CORP. WMIH [C]
    2012-02-14 Amended 8.4% APPALOOSA PARTNERS INC MPG OFFICE TRUST, INC. MPG [C]

  • Reply to

    WMIH Whales: Top Holders

    by mrsimpson72 Feb 22, 2015 2:56 AM
    rogerxavier2 rogerxavier2 Feb 25, 2015 1:22 PM Flag

    Maybe you can post when the 8+% holder sold?
    Date File Type % Own Filer/Issuer Subject Company Ticker # shrs # optn
    2015-02-17 Amended 7.3% GREYWOLF CAPITAL MANAGEMENT LP WMI HOLDINGS CORP. WMIH [C]
    2015-01-07 Insider (A) opt KKR & CO. L.P. (10%) WMI HOLDINGS CORP. WMIH 200000
    2015-01-07 New 5% 26.1% KKR FUND HOLDINGS L.P. WMI HOLDINGS CORP. WMIH [C]
    2014-06-06 Insider (A) -1.0% DAVIS EUGENE I (Dr) WMI HOLDINGS CORP. WMIH 399035
    2014-06-06 Insider (A) -1.0% GRAHAM TIMOTHY R (Dr) WMI HOLDINGS CORP. WMIH 299035
    2014-06-06 Insider (A) -1.0% SCHEIWE STEVEN D (Dr) WMI HOLDINGS CORP. WMIH 299035
    2014-06-06 Insider (A) -1.0% HOLLIDAY MARK E (Dr) WMI HOLDINGS CORP. WMIH 299035
    2014-06-06 Insider (A) -1.0% GLOSSMAN DIANE BETH (Dr) WMI HOLDINGS CORP. WMIH 2013-08-15 Insider (A) -1.0% DAVIS EUGENE I (Dr) WMI HOLDINGS CORP. WMIH 263193
    2013-08-15 Insider (A) -1.0% GRAHAM TIMOTHY R (Dr) WMI HOLDINGS CORP. WMIH 263193
    2013-08-15 Insider (A) -1.0% SCHEIWE STEVEN D (Dr) WMI HOLDINGS CORP. WMIH 263193
    2013-08-15 Insider (A) -1.0% HOLLIDAY MARK E (Dr) WMI HOLDINGS CORP. WMIH 263193
    2013-08-15 Insider (A) -1.0% GLOSSMAN DIANE BETH (Dr) WMI HOLDINGS CORP. WMIH 263193
    2013-08-15 Insider (A) -1.0% RENOFF MICHAEL J (Dr) WMI HOLDINGS CORP. WMIH 263193
    2013-08-15 Insider (A) -1.0% WILLINGHAM MICHAEL (Dr) WMI HOLDINGS CORP. WMIH 297696
    2013-02-14 New 5% 8.5% APPALOOSA PARTNERS INC WMI HOLDINGS CORP. WMIH [C]
    2013-02-14 Amended 7.5% GREYWOLF CAPITAL MANAGEMENT LP WMI HOLDINGS CORP. W

  • Reply to

    Should be an interesting week ahead.

    by raging_bull_10 Feb 23, 2015 9:35 AM
    rogerxavier2 rogerxavier2 Feb 23, 2015 3:21 PM Flag

    "In the end I don't care. if they get consistent yields of 75% or more we should see revenues."

    In the end you will care as UnXL will not reach consistent yields. They'll plish about until the dough is gone.

    " I am betting my money that this call is a good one. Otherwise I would be selling."

    Duh?

  • rogerxavier2 rogerxavier2 Feb 19, 2015 9:08 AM Flag

    " Unipixel is not much better off than it was before his arrival as far as production."

    Well, it has less of that pesky cash surplus to carry.

  • Reply to

    Watch what happens

    by wirthsuze Feb 18, 2015 8:55 PM
    rogerxavier2 rogerxavier2 Feb 19, 2015 9:07 AM Flag

    " and 2) yield is getting more consistent (that is, less variable). You have a confirmed liar for a CEO."
    If the yield is staying around 30% consistently then there is less variability.

  • rogerxavier2 rogerxavier2 Jan 23, 2015 11:17 AM Flag

    The most significant revelation is that UnXL settled charges of defrauding investors rather than having to explain their scam in court.

  • Reply to

    IF YOU BUY HERE - A YEAR FROM NOW

    by terrykennett Dec 9, 2014 2:05 PM
    rogerxavier2 rogerxavier2 Dec 9, 2014 6:49 PM Flag

    If you put all of your money into AMPE here you'll be broke in a year.
    How about those MRI results,eh?

  • Reply to

    Optina?

    by racavalli Dec 9, 2014 8:56 AM
    rogerxavier2 rogerxavier2 Dec 9, 2014 6:46 PM Flag

    "Give me WOMACs"
    JTbruder you can take Naproxen for that with the same results.

  • Reply to

    Interesting video from December 3rd

    by highflier2go Dec 9, 2014 2:17 PM
    rogerxavier2 rogerxavier2 Dec 9, 2014 6:43 PM Flag

    "Get it now?"
    Yes, RxR, I read that from your other post hours ago.

    What does that have to do with Doug saying 6 days ago that touchscreen on packaging was where Kodak is headed, me saying I wish the d'md interviewer would have let him expound and you stating,"Nontransparent touch (like the touchpad on a notebook or capacitive buttons) is basically FREE today and can be printed even with an inkjet (plain organometal ink print), without the need of any messy and toxic plating."?

    Was it your assumption that somehow the touchscreen Doug had in mind is interactive?
    Maybe purchaser would position their fingers just right and the contents of the package would change.

  • Reply to

    Interesting video from December 3rd

    by highflier2go Dec 9, 2014 2:17 PM
    rogerxavier2 rogerxavier2 Dec 9, 2014 4:24 PM Flag

    Sounds like Doug maxed out the Peter Principal potential and chose to NOT take a demotion, doesn't it.

  • Reply to

    Interesting video from December 3rd

    by highflier2go Dec 9, 2014 2:17 PM
    rogerxavier2 rogerxavier2 Dec 9, 2014 4:17 PM Flag

    "rogerxavier2: There can't be any touch screens on any packaging, as the cheapest 7-inch color displays are about $20."

    You'll have to take that up with Doug Edwards.
    Google, cut and paste-
    Doug Edwards, Kodak President of Digital Printing and Enterprise, discusses his role leading digital printing, packaging, and functional printing.
    About 3/5 thru.

  • Reply to

    Interesting video from December 3rd

    by highflier2go Dec 9, 2014 2:17 PM
    rogerxavier2 rogerxavier2 Dec 9, 2014 3:00 PM Flag

    " their plan it to print touchscreens directly on packaging." and UnXL's plan is to have transparent interactive screens.

    Touchscreen on packaging is intriguing. If that moderator had been able to contain herself we might actually have found out what the project goals are.

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