No ATML's process is also additive, the only difference is that Atmel's uses Ink Jets to paint the catalytic ink on the film and UNXL uses embossing.

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Another difference is that ATML has over 400 million shares compared to UNXL's 13 million. If both companies' revenues grow at the same rate, UNXL's stock price should increase than 30 times faster than ATML's.

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One other thing is that UNXL's process is additive and ATML's is subtractive. The UNXL product requires fewer steps and is a little cheaper to make. I believe that Killion has said that UNXL will be concentrating most of it's focus on larger touch devices 10". I agree, for UNXL, difficulies won't be in gaining partners, it will be in production: QC, meeting demand, patent issues or anything else related to production. I hope that they nail it quickly. I have a rather strong long position.

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There is no side by side comparison of the products it seems to me that UniPixel will be cheaper because they use an embossing manufacturing like a printing press that will be faster and is built in USA.
Atmel's Xsense is built in UK using Ink Jets that I think will be more precise than UniBoss but we will not know until the products are out and there is a side by side comparison.
The market is gigantic, the biggest problem that UNXL and ATML will face is to meet demand.
And even though ATML is already in the market they use more complicated equipment.
UNXL could easily surpass ATML in production very quickly.
ATML and UNXL will not be competing against each other initially but will be competing against current ITO sensors.
UNXL still has to prove that they can maintain Yields and Quality Control.
UNXL can supply to various costumers while if you go ATML you will have to use their expensive touch controllers.
The way I see it UNXL will supply the Android market where price is the biggest concern and ATML will supply the Windows 8 market were Atmel's touch controllers are king.
I think right now ATML is more stable, UNXL is very volatile but UNXL has the biggest profit potential.
Me personally I'm going 50/50, ATML/UNXL .

Sentiment: Strong Buy

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