Sensio Technologies Inc SNIOF

RE:Well

[Polebrook]

Sailor. Great post. My vote would be (3) as Hedge seems to feel they can sell the patents or get cash from Caisse and hope springs eternal in that it will all be great in the next quarter which has a familiar tone to it. I also believe that in earlier posts from a while ago, Hedge lambasted Samsung's electronic 3D TV glasses as being too inconvenient to use as compared to LG's cinema style 3D TV glasses. This concern seems to have fallen by the wayside with 3DGo on Samsung. YoungGun, you can put whatever management team you want into a company however if the market isn't there to begin with, the success isn't likely to be much different although if they're not 3D 'enthusiasts' they may recognize this fact sooner and move on. RealD had a huge loss in their last quarter (the US 3D Cinema company) and is now going private at $11/share having turned down an offer from an activist shareholder at $12/share last year and have shareholder lawsuits coming out of their ears as a result. If you look at the other public 3D company Digital Dynamic Depth their June results show a dramatic slowdown in shipments of their 3D TV conversion to Samsung (their main customer) to 2.5 million in the first six months of 2015 which they attributed to Samsung transitioning their 3D feature from high volume HDTVs to the newer lower volume UHD TVs. Last year Samsung used over 10 million of their 3D chips so this is over 50% down from the 6 million chips in they sold in that same period in 2014. As a result, their share price is at an all time low and they've introduced non 3D products probably as a reflection of their view that 3D evidently isn't a growth opportunity any longer.