Uni-Pixel Inc (fka UNXLQ)

[SwingKing]

Just finished listening to the CC. I didn't really expect to hear anything that I wasn't expecting but I did get a few surprises.

It's obvious they're ramping up for "something", R&D cost, new hires and the addition of this "development partner"(DP) tell me they're moving towards their goal. The DP is going to provide a component of the finished product so it's good they're thinking ahead. I also didn't know that Kodak mentioned Uni-Pixel in their latest CC. Apparently they're reporting to their shareholders that they expect UNXL to become an active revenue stream in the in the in the 2nd half of 2014. We already knew this but it's nice to hear it from someone outside the company. I haven't read the transcript from the Kodak call so I'm exactly sure what they're talking about so I'll dig that up and see what it's about. They also mentioned they'd be reporting on technical progress as it unfolds so we don't have to wait until the next CC.

Finally and probably the most important takeaway here was the focus the new CEO is providing. Instead of casting a wide net and trying to get products to market for all the different electronic devices they are instead going to focus on the tablet first and work on the other products after they bring after they start to generate $ with at least one marketable touchscreen. I love it and I think it's flipping brilliant. I mean brilliant in a business 101 back to basics kind of way. So for now it's more waiting but at least we have a CEO that is actually concerned about making money.