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Wednesday, June 25, 2014

Just about every Kopin PR attached to a military order always say the need was "urgent" "great urgency" seems part of their usual boiler plate when they announce

what's bothering me though is Kopin's PR of being able to meet certain "stringent requirements" citing the reason eMagin apparently lost out on the business., This hearkens back to the difficulty with eMagin's Customer #3 discussed at the last CC, who is "very interested in using OLED" but the "demands for this product was beyond what eMagin was able to accomplish at the time". So Sculley said they were putting processes in place to meet this "very difficult environmental requirement". The requirement seemed to be about the efficacy of the displays sealing and interconnects. I find this worrying. The Kopin number, 9 Million, is large enough to be one leg of the expected Trifecta of Night Vision Contracts slated for eMagin this year. The problem is I have no idea what spec concerned with heat, humidity, impermeability gives LCD any advantage over OLED except perhaps a lower out of the box failure rate or inability to deliver #s required or meeting the "difficult environmental requirement." I am flummoxed, I am not aware of any ongoing TWS Program that has numbers this big attached to it.  So, sinking feeling it is a new program which looks like it's going to let Kopin back in. They are scrappers, assholes but scrappers. We need to hear something from eMagin management on this. We're waiting.

PS This companies long term future is tied to the Ultra High Brightness Displayed it recently demoed but for now Military Business is their bread and butter. And I don't want them to cede anything to Kopin without a fight.

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