Sensio Technologies Inc SNIOF

RE:RE:RE:RE:RE:HIFI 3D Chip - Talked to Sensio

[bigo64]

Invest: I agree with much of what you say. I guess the reason that I am hanging in is that they are not giving away their technology for free and only concentrating on 3DGO - which they probably could have done. My understanding is that most owners of 3DTVs do not watch 3D - my friends are like that - and therefore TV manufacturers do not want to pay royalties for sets that are not used for that purpose. Sensio couldn't make the deals they wanted and therefore switched their delivery system and are trying to build up their 3DGO audience so they can prove it will make economic sense for the CEs to pay a royalty for the activated chip (and maybe get an increased share of 3DGO revenue as well as a better display?).
Eric did say that they intend to demonstrate their new delivery system at the next Consumer Electronics show, but I agree with you - this was not upfront and very confusing (especially for me).
They have convinced a major mutual fund, however, that the new strategy will work- and that is the only reason that this stock is not under .10.

BigO