Sensics CEO scans the Current Landscape in Microdisplay, his thoughts and mine...

We wonder too as eMagin Investors, His characterization that eMagin loses money is sporadically true. Not mentioning difficulties in manufacturing  and attempts, we're waiting to find out, at rectifying problems with the new tool leaves his analysis incomplete. Like many he is blind to the military market. Yuval, what exactly is a "simulated weapon?" I hate to quote Keyshawn Johnson, but "C'mon Man" The next milestone for me is the size and nature of the pending large Military Contract, if it's what I think it is it will change that chicken and egg dynamic he points out and yes we are all too familiar with our stay on the Devil's Treadmill, running like a mad man and getting nowhere. Yuval has floated it in the past that eMagin should sell out to a company with deep pockets to speed integration of AMOLED displays in larger markets, I am fairly sympathetic to that. I am also aware of the critical applications they supply.  I tried to make the point the other day that Oculus or Google Glass are unlikely ever to be a factor in a life or death situation, eMagin's displays are on a daily basis. There should be a market for those qualities, rugged, impervious to the elements, higher resolution, superior contrast then they should find their way to a widening market, that's just where we are now, waiting and watching. Waiting for the Camera, waiting for a HMD available to the consumer, waiting for a Media Viewer et al.
 If course he's right about the "Most Favored Nation" relationship with DOD. They will always get first dibs. The first Direct Patterning Displays will go to NAVAIR because they footed the bill for development, SOCOM's a partner, they get first dibs on all the "Future" Projects, PIXNET, FWS, ENVG, Army Telemedicine helped finance the WUXGA and so forth.
I think YB makes some good points here and points outs some hard truths, we hope but do not expect eMagin management to counter in print but expect them as longtime backers to counter in performance. PICO, maybe, someday, but Golden-I? Keyshawn?

 http://vrguy.blogspot.com/2013/10/thoughts-on-future-of-microdisplay.html