28 Program wins **16 Patents**58 Patent Applications

XTouch Metal Mesh Touch Sensors and Diamond Guard Hard Coat Resin (Glass Replacement Technology)

Free
Message: Williams Call

I missed the first 25 minutes but listened to the last half of the Williams call. When I called I was the 125th person listening in. My understanding is that Reed said if UNXL builds out capacity then the analyst numbers are conservative.

Margins are north of 50%. He said that the process has a very small footprint and is pretty automated once it's up an runnung with 2 guys operating it (I think he said before it could operate with 1 person but they use 2 for safety reasons.) Once produced it is a sensor product and the other costs involved include quality& testing and sales.

By 2018 the sensor market is a conservative $10B. I think Cody said historical numbers on touch do not come into play because they are pre-Windows 8. And if touch is readily available then it might become more widespread.

Reed said they are booking revenue for 2nd Q. with significant revenue in the 3rd Q.

iam

Share
New Message
Please login to post a reply