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FuelCell Energy Inc. Message Board

sbacchus2003 139 posts  |  Last Activity: Apr 20, 2015 11:00 PM Member since: Sep 1, 2012
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  • Earnings should be mid May so everything is getting down to the nitty gritty here!

    Sentiment: Strong Buy

  • Hopefully they will do it again!

    Sentiment: Strong Buy

  • google could always come back for 2nd option

    Sentiment: Strong Buy

  • In the past, ASUS didn’t come across as one of the most powerful smartphone makers in Asia, but this year the company seems to have great faith in its abilities, and following the launch of the ZenFone 2, ASUS expects to sell 30 million smartphones by the end of 2015.

    This isn’t the first time the Taiwanese manufacturer upped its expectations. In February 2015, ASUS’ goal was to sell 17 million units, but in March the company increased its target to 25 million smartphones. More details after the break.

    ASUS Now Expects To Sell 30 Million Handsets in 2015, Riding High On ZenFone's Success
    ASUS Now Expects To Sell 30 Million Handsets in 2015, Riding High On ZenFone’s Success
    ASUS to Sell 30 Million Smartphones in 2015

    In a recent interview with the Chinese media, ASUS Chairman Jonney Shih told the press that the Chinese market should account for one-third of the company’s smartphone shipments for 2015. With a new target of 30 million smartphones shipped world-wide throughout the entirety of 2015, China’s cut should be around 10 million units.

    Jonney Shih also added that the Chinese market is “indispensable” in the company’s quest to climb up the ranks and become one of the worlds’ 10 largest smartphone brands in 2015.

    The big question, of course, is whether or not ASUS’ expectations are well-founded or just a pipeline dream. The competition, especially in China, is fierce and ASUS might not have the necessary firepower to take out the most influential smartphone makers.

    Nevertheless, its performance improved tremendously on a yearly basis, and while the company shipped only 10,000 units in Q1 2014, a whopping 1.5 million smartphones have been shipped in the first quarter of 2015, with global shipments already exceeding 10 million devices.

    It’s quite amazing what a single series of smartphones can do, and it’s rather obvious that the company’s performance and expectations improved shortly after the ZenFone 2′s debut in China. The availability of the aforementioned handset will expand in the US, India, Russia, Hong Kong and other regions starting next month.

    Sentiment: Strong Buy

  • Novatek obtains TV chip orders from Japan and Korea brand vendors
    Cage Chao, Taipei; Jessie Shen, DIGITIMES [Thursday 2 April 2015]
    Novatek Microelectronics, which specializes in the design of LCD driver ICs, has moved forward its TV SoC business by obtaining new orders from Japan- and Korea-based TV brands, according to industry sources.

    Novatek has grabbed the third spot in the global TV-chip market led by MediaTek, the sources said.

    In addition, Novatek with its high-resolution driver ICs is expected to enter the supply chain of the world's first-tier smartphone vendors, which will generate further growth in the company's revenues in 2015, the sources indicated.

    Fellow LCD driver IC firm Himax Technologies continues to develop its liquid crystal on silicon (LCoS) solutions for wearable devices. The company has landed orders from new customers which are gearing up to launch wearable devices, while expanding its presence in the markets for smartphone display-use driver ICs and CMOS image sensors, the sources noted.

    Himax supplied LCoS solutions for the Google Glass, the sources observed.

    Demand for STN driver ICs will likely be driven by the emerging market for wearable devices in 2015, benefiting both Sitronix Technology and UltraChip, the sources suggested. The two firms will also benefit from their more diversified product portfolios during the year.

    Sitronix is designing MEMS accelerometers (g-sensors), which has entered the supply chain of China's smartphone and tablet vendors, the sources said.

    For its part, UltraChip has developed RFID chips and recently grabbed orders from two Korea-based brands, the sources noted. Shipments of its RFID chips are set to grow robustly starting the second quarter.

    Sentiment: Strong Buy

  • Vuzix reported $3,032,076 million in revenues for the twelve months ended December 31, 2014, an increase from $2,389,053 million for the same period in 2013. For the full year 2014, loss from operations was ($5,032,332) compared to ($4,652,557) for the same period in 2013. Other income and expense for the 2014 period was ($2,836,526), a reduction from the ($5,493,671) in 2013. Losses on the derivative liability mark-to-market valuations were the largest non-cash expense in these expenses. The net loss for the year ended December 31, 2014 was ($7,868,858) or ($0.75) per share versus a net loss of ($10,146,228) or ($1.69) per share for the same period in 2013.

  • The world’s largest chipmaker is in talks to buy Altera Corp. and add to what is already the strongest start on record for takeovers in the industry. Investors rewarded Intel with an intraday gain on Friday that was the biggest in six years. The $149 billion company’s foray into the buyers’ circle may give other semiconductor makers facing lackluster growth more incentive to make acquisitions of their own.
    Texas Instruments Inc., the biggest maker of analog semiconductors, is notable for its absence from the M&A flurry. The $61 billion company’s last takeover of size was in 2011. Atmel Corp., Silicon Laboratories Inc. and Microchip Technology Inc. are among potential targets still standing. Each one offers a steady business with ample cost-cutting opportunities as part of a larger company, said Ian Ing of MKM Partners.
    “There’s absolutely more to come,” Gavin Slader, a managing director in the investment-banking group at JMP Securities who focuses on the tech industry, said in a phone interview. “I would almost say anyone who hasn’t done a deal at this point has either got to be thinking about selling themselves or being acquisitive.”
    Even Broadcom Corp., with a market value of $26 billion, could draw takeover interest, said Romit Shah of Nomura Holdings Inc.
    A representative for Irvine, California-based Broadcom declined to comment, while representatives for Austin, Texas-based Silicon Labs, San Jose, California-based Atmel and Chandler, Arizona-based Microchip Technology said their companies don’t comment on speculation.
    Coming Together
    Altera has an enterprise value of about $10.5 billion after the news of a potential sale sent its stock soaring. A takeover would be the second-biggest of the year, coming after NXP Semiconductors NV’s bid for Freescale Semiconductor Ltd., which was valued at about $16.7 billion including debt when it was announced earlier this month.
    There were $19.5 billion in semiconductor deals in 2014 -- a three-year high -- and volume in 2015 has already almost surpassed that.
    “There is no doubt that things are consolidating and consolidating fairly quickly,” Chris Rolland, a New York-based analyst at FBR & Co., said in a phone interview. He estimates that 10 percent or more of the publicly traded U.S. semiconductor companies could be acquired this year.
    Deal Drivers
    One of the main drivers of consolidation is economies of scale as companies seek to stay competitive by cutting costs and improving factory utilization. Another is the need to jolt sales growth back to life as the chipmaking industry matures.
    Intel is set to report a 0.4 percent drop in revenue in 2015, its third decline in four years. Buying Altera would augment Intel’s dominant position in data centers and help the Santa Clara, California-based company expand in industries such as communications infrastructure and industrial applications, Pacific Crest Securities analysts led by Michael McConnell wrote in a report Sunday.
    “For a company like Intel, which is primarily tied to PCs, which really isn’t growing, they’ve got to figure out a way to diversify and extend their presence in areas like the data center where there is good growth,” Shah of Nomura said. “I would imagine that other companies like Qualcomm are probably thinking about the same thing.”
    Buying Power
    Qualcomm Inc. agreed to buy U.K. chipmaker CSR Plc for about $2.5 billion in October, but like Texas Instruments, it hasn’t been making as many acquisitions as it could, Shah said. Another company that’s largely sat out of the recent deal flurry so far and could make an acquisition is Skyworks Solutions Inc., said Ing of MKM Partners.
    A representative for Dallas-based Texas Instruments said the company doesn’t comment on M&A speculation, and a representative for San Diego-based Qualcomm also declined to comment. Representatives for Intel and Woburn, Massachusetts-based Skyworks didn’t respond to requests for comment.
    Bigger Targets
    More takeovers mean fewer available targets, and that could move big companies such as Broadcom further up on acquirers’ shopping lists. Broadcom’s enterprise value of $22 billion is about 13 times its free cash flow in the last year, a lower multiple than most other similar-sized U.S. chipmakers, according to data compiled by Bloomberg.
    Intel could be interested and will still have capacity for an acquisition like that even if it completes a takeover of Altera, according to FBR’s Rolland said.
    “You would lock up not only the compute side but also the networking side of the data center and you would be an absolute power house,” Rolland said. Another possibility is San Jose-based Xilinx Inc., a company with an $11 billion market value that’s similar to Altera, said McConnell of Pacific Crest. A representative for Xilinx didn’t respond to a request for comment.
    For those companies with market values below $5 billion that are still autonomous, the challenges of being smaller are only going to become more burdensome. Atmel, at $3.5 billion, is Rolland’s top pick for the industry’s next takeover target because it’s subscale, has low growth and could benefit from being part of a bigger company.
    “You’re going to see a lot of these smaller, and by that I mean $1.5 billion to $1 billion semi companies, start to really need to think long and hard,” Slader of JMP Securities said. “Does it make sense to stay independent or does it make sense to look at a strategic exit?”

    Sentiment: Strong Buy

  • sbacchus2003 sbacchus2003 Mar 30, 2015 1:43 PM Flag

    Look for the Q3&Q4 for push for uhd tv.

  • sbacchus2003 sbacchus2003 Mar 30, 2015 1:42 PM Flag

    The tie in is that hololens will be ready at the same time windows 10.

  • sbacchus2003 sbacchus2003 Mar 30, 2015 1:41 PM Flag

    It's just a waiting game now. The porn industry will be reinvented.

  • sbacchus2003 sbacchus2003 Mar 30, 2015 1:39 PM Flag

    Also check out our endoscopic patents.

  • The proposed UHDTV recommendation, which is in the process of being submitted for approval, lays down the framework for not only 4K, but also 8K resolution. The advancement between each of these step-ups is said to be equivalent to the upgrade from standard definition to HDTV: 4K’s 3840 x 2160 images will have twice the horizontal resolution of 1920 x 1080 high-def images; while 8K will double the figure to 7680 x 4320. Megapixel-wise, 1080p full HD is 2Mp; 4K quadruples that to 8Mp; and 8K increases the display resolution fourfold to 32Mp.
    ITU’s announcement of its new UHDTV standard also mentioned “improved colour fidelity”, suggesting the embracement of a wider colour gamut than that stipulated within the current Rec. 709 system. As well as this, the new formats allow for constant luminance encoding, and frame rates of up to 120 per second.
    David Wood, chairman of the ITU-R Working Party 6C which drafted the new Recommendation, said that although it will be some time before UHDTV becomes mainstream, the finalisation of its technical details marks a historic moment when the foundation is laid down for a new era in television which will bring unsurpassed immersiveness to viewers. Obviously proud of the achievement, ITU-R Study Group 6′s chairman Christoph Dosch added that the Recommendation will provide clear guidelines for producers and broadcasters worldwide to safely begin work on UHDTV content.

    Sentiment: Strong Buy

  • Microsoft began the Windows 10 Technical Preview for Windows Phone smartphones last month with a select few Lumia smartphones being eligible for the preview program. The company has now expanded the Technical Preview to a total of 36 Lumia models.

    Microsoft now allows owners of the popular Lumia devices such as the Lumia 1020, 1320, 1520, 520, 525, 530, 920, 925, 928, and also the newer devices such as the Lumia 430 and the Lumia 435 Dual SIM. However, there are still a few Lumia devices that are missing from the list, such as the Lumia 930. Also the company hasn’t included any non-Lumia smartphone in the list, not even the HTC One M8 for Windows.

    Most Lumia devices were left out of the program initially due to the fact that the system partitions on most Lumia models weren’t large enough to install the Windows 10 Technical Preview. Microsoft has now come up with ‘partition stitching’ that allows the company to dynamically re-size the system partition on devices.

    Before you decide to try out Windows 10 on your Lumia, we would like to warn you that Windows 10 Technical Preview is quite buggy currently, so you shouldn’t really expect a stable experience after installing it on your device, for now that is.

    Sentiment: Strong Buy

  • One day, you may be able to buy a car or a home using virtual-reality goggles sold by Facebook .

    At its annual developer conference this week, executives discussed how commerce and virtual reality would help extend the social-networking giant’s reach. In interviews, executives said they were already contemplating how to make shopping possible in a virtual world.

    “You have all the pieces you need to create these amazing experiences where I can buy content, I can buy other things, I can connect with other people in real time,” Chief Technology Officer Mike Schroepfer said in an interview on Thursday. “We have all the pieces of this puzzle and we can put it all together rather than just sell you a headset or sell you a social experience.”

    Wednesday, CEO Mark Zuckerberg unveiled an initiative that would allow users to buy items through the company’s Messenger app. Those features could be adapted for Oculus VR, the maker of the Oculus Rift headset that Facebook bought for $2 billion last year, Schroepfer said.

    It’s unclear if consumers will embrace shopping via Messenger, and the company hasn’t even started to sell Rift headset. So far Facebook has sold more than 100,000 Oculus developer kits.

    But Facebook is already studying how to enable and safeguard purchases made through Oculus, Chief Security Officer Joe Sullivan said in a separate interview. ”Virtual commerce” is possible in video games like Minecraft and developers for Samsung 's Gear VR headset have built “virtual experiences” that gamers can pay for, Schroepfer said. In those cases, though, the goods themselves are virtual, and not real.

    There are already some signs of how the goggles may be used to shop. Real estate developers can use them to give potential buyers “a sense of what is it like looking out of the window of [apartment] 23F,” Schroepfer said. Oculus could be used similarly in the hotel industry.

    “You can imagine certainly real estate, probably cars — any high value items where people really want to get the sense of what it’s like, you will definitely see that,” Schroepfer said. “But part of the fun of this is that it’s new so we have no idea.”

    Sentiment: Strong Buy

  • More specifically, Google and Ethicon will be collaborating on the development of surgical robots intended for assistance in operating rooms. Robotic-assisted surgery is a type of minimally invasive surgery that uses technology to give surgeons greater control, access and accuracy during the surgical procedure while benefiting patients by minimizing trauma and scarring, enabling accelerated post-surgical healing. The companies seek to develop new robotic tools and capabilities for surgeons and operating room professionals that integrate best-in-class medical device technology with leading-edge robotic systems, imaging and data analytics.
    Gary Pruden, Worldwide Chairman, Global Surgery Group, Johnson & Johnson, in a statement said: "For more than 60 years, Ethicon has developed products and technologies that have transformed the way surgery is done. This collaboration with Google is another important step in our commitment to advancing surgical care, and together, we aim to put the best science, technology and surgical know-how in the hands of medical teams around the world."
    The life sciences team at Google followed up in a separate statement [via ZDNet], suggesting "it could be possible to develop real-time image analysis capabilities that help surgeons see better; software could help to highlight blood vessels or nerves or tumor margins that are difficult to see with the naked eye." Google Glass has already been previously used in some robot-assisted surgery setups. Also, the joint platform with Ethicon could be used to collect and analyze data related to procedures. Over time, specific treatments and surgery practices may be developed and refined based on the outcome of the joint effort.

    Sentiment: Strong Buy

  • In order to succeed, each of the companies will have to offer something to entice would-be customers. Oculus has promised that the Facebook takeover will allow a substantially lower price point for the consumer model of the Rift, with recent suggestions of a price of $200-$400, whilst the Morpheus will aim to impress with 120 FPS. Valve, however, will take an entirely different strategy, as the Half Life creator has just revealed that developers can apply to be given free copies of the Vive.

    In a move that was revealed by Ars Technica, Valve is going to gift those looking to create virtual reality content with a free developer’s edition of the Vive headset. Developers may be able to sign up as early as next week, with Valve giving a disclaimer that studios will need to be “qualified” for a successful application. The company is going to open its doors to developers both “big and small,” and applications will open up via a new website.

    Sentiment: Strong Buy

  • Uneasy lies the head that wears a crown. Apple shocked the industry in the holiday quarter when it catapulted past a declining Samsung to steal back the title of top-selling smartphone vendor in the world. The most amazing thing about the feat was obviously the fact that Apple only had two new smartphones on the market and was still able to topple Samsung, which sells dozens of phone models.

    Here in 2015, however, it looks like the new Galaxy S6 and Galaxy S6 edge are ready to help tip the scale back in Samsung’s favor.

    DON’T MISS: Why people are wrong about the world needing an Android that Google can’t control

    Samsung is riding high with the Galaxy S6 and Galaxy S6 edge set to launch in the coming weeks. Now, some more potential good news for the company: Samsung smartphones are expected to outsell Apple’s iPhone lineup once again in 2015, meaning Apple’s time back atop the smartphone will indeed likely be short-lived.

    Interestingly, however, the margin by which Samsung is seen outselling Apple is far narrower in 2015 than it was in 2014, according to estimates.

    Digitimes is often hit or miss when it comes to rumors, but the site does have solid supply chain sources that come through in a big way on occasion. Now, the site’s research arm has spoken to those sources and emerged with sales projections for 2015.

    According to the site, Apple is expected to sell 230 million iPhones in 2015. That figure is up significantly from the 193 million iPhones it sold in 2014.

    Spoiling Apple’s fun is Samsung, which is seen maintaining its lead this year. The company is expected to ship 330 million smartphones in 2015, which would be a narrow increase from the estimated 317 million it sold into channels in 2014, but enough to keep Apple in the No. 2 spot globally.

    Sentiment: Strong Buy

  • As promised, Samsung has finally started to kick off the full consumer launch of its Gear VR.

    Best Buy in the US will begin selling the Gear VR Innovator Edition for the first time on 27 March for $199. Innovator Edition demos have been available in about 100 Samsung "Experience Shops" at Best Buy locations for a month, but now you'll finally have the chance to buy one.

    Samsung turned heads earlier this month when it unveiled two new flagships and an updated version of its Gear VR headset. The new Innovator Edition is compatible with the Galaxy S6 and S6 Edge smartphones, still powered by Oculus, and capable of delivering a fully-immersive virtual reality experience. The standout change is that it no longer just works with the Samsung Galaxy Note 4.

    Samsung's Gear VR is a virtual reality headset developed by Samsung with Facebook-owned Oculus VR. The original version, which uses the Galaxy Note 4 as a screen and processor, launched last autumn for developers. The newer version was first teased in early March, when John Carmack, Oculus' CTO, claimed Gear VR would soon get a retail launch with Samsung’s next hardware cycle.

    READ: Hands-on: Samsung made a new Gear VR

    That next hardware cycle was obviously the debut of the Galaxy S6 and S6, and so both Samsung and Oculus are finally getting ready to transition Gear VR from a hardware piece designed for developers or enthusiasts to a user-friendly product aimed at the general public.

    You can check here to see if your local Best Buy currently has the headset in stock.

1.24+0.01(+0.81%)May 1 4:00 PMEDT