It ain't good and it ain't

needless to say it's the usual, stake out a marginally extreme position and guard it like a dog guards a bone. Yes, the loss of $6 Million in Revenue is a lot of money, a Quarter under the troubled and nascent SNU Regime but what is left out of the discussion is the fact that eMagin starting in Mid-April is delivering on the largest contracts it's ever had. As of now the contracts for FWSIII total $800 Million plus and eMagin will derive a percentage of that total, roughly 7-9 % over the stated 5 years of the Contract. That leaves one other company in the mix who also delivered to eMagin a "Stop Shipment" Order. So the Contracted amount should grow by 33% or so. I believe that company is Exelis/Vectrus who have IMO the NV Monocular Display portion of the system. My own theory is that Kopin was so anxious to besmirch eMagin's reputation with their former customers they traversed into a place maybe they shouldn't have. My pet theory is that it was a supply chain problem /delivery problem brought on by eMagin's desire to get the FWSIII deliveries going after the screw up with the wire bonds that set this little train wreck in motion. So I think the company in question is Raytheon and they have had a previously longstanding relationship with Kopin during the whole Bridge Program Deal for TWS II and eMagin may have pushed them to the back of the line and Raytheon said cancel the POs and we'll get the displays elsewhere. I remember talking to a Raytheon Rep at AUSA and lifting one of their TWS Lights said, "Only eMagin now right?", he glared at me and said "Both Kopin and eMagin qualify for this scope." Raytheon and Kopin, both, could have been pissed about being left out of FWS III and this may be a factor in all this. Wouldn't be surprised. Never am, at people's ability to be vindictive. Raytheon complains and eMagin wants to keep the peace and says we'll cancel the POs, do your thing. BTW, there are no LEDs involved, the only displays that have qualified for any of these programs are from Kopin and eMagin. Please look at the Multi-Spectral and Thermal on a Chip (from Raytheon, oops, that mey be dicey) stuff coming down the pike, that's going to be OLED displays, count on it.  John, Mr. Raytheon. I blame you, kidding.