Quite frankly
posted on
Aug 11, 2017 11:15AM
XTouch Metal Mesh Touch Sensors and Diamond Guard Hard Coat Resin (Glass Replacement Technology)
UNXL should be reporting revenues in the $5 to $10Million range, per quarter by now, given the number of design wins and the size for the ITO replacement market. Their slice of that pie should be in that range, as they projected. Certainly we are all disappointed for another delay.
Excuses as they are, I hang this on Hawthorne. He has had ample time to adjust accordingly to market forces.
Perhaps he should knock on Apple's door himself, make some noise, appear on business channels and take UNXL high profile to raise customer and market expectations instead of sitting in the dark and arising only for a lackluster quarterly call.
I have always given the management team high marks for turning the technology around via acquisitions and streamlining efficientcies but we now need some leadership skills, as we have the product for the current and next generation products.
The Future Tech news being released the day before a weak call was a poor choice. Instead he should have released it after the weak news, signifgying they were moving forward. Regardless, delivering on this move to Asia, on schedule, would help to alleviate the effect of the delays, imo.
No doubt that tablets, laptops and other devices will continue to be manufactured and sold in the years ahead. Now UNXL is knocking on the mobile phone door. Endless potential is sitting right in front of us.
It's time to execute. The Q3-4 progress needs to happen. No more excuses.
Not being able to move from the design win stage to manufacturing/shipping/sales is a killer.
Follow through at this level is a game changer.
More delays may signal the need to change our leadership. Follow through on what they have delivered to date is what investors require. Management knows this.
The ball is in their court.