Sunday, August 31, 2014
The variability in color palette was what IR was looking for.
Friday, August 29, 2014
Feintuch Communications eMagin's Erstwhile IR Firm Added This Picture to their Less Than Exhaustive eMagin Media Page
If You Guessed That eMagin's Andrew Sculley Is The 618th Most Influential CEO in the World, You are Correct, Buy Yourself s Beer
Thursday, August 28, 2014
Tried Oculus DK2 with Half Life 2. Very impressive, but feel properly nauseous after just ten minutes.— James Rutherford (@jtruk) August 28, 2014
X6 Glasses In the Flesh: Partnering with PEO and Space and Missile Battle Lab; Has to be domestically produced OLED Displays for True AR: PEO long time eMagin Collaborator
And Microsoft owns this IP now, my guess is that ODG was given some autonomy to produce these for the Military Market with Microsoft waiting on the sidelines as ODG and Ralph have a long and intimate relationship with the Program Executive. Wow, what a device. And they built these without a lot of funding, as the man here says these glasses are 6th Gen. If Microsoft is producing an HMD behind the scenes it will be a scaled down version of the X6 with most likely the Enterprise in mind and a simpler one for the consumer. High Def HD Stereo Displays, True AR.
Wearable head-up display with enhanced vision for helicopter pilots introduced by Elbit (eMagin optics)
"Medium-size civil helicopters, often used on offshore oil and gas rigs are likely to be the first aircraft to qualify for the Helicopter Skylens, company officials say."
Wednesday, August 27, 2014
I hate to say it but I don't think Cyander lived long enough to finish this heart wrenching Tweet, Oculus' First Fatality?
Oculus Rift is SO MUCH FUN, though even though I'm not very susceptible to dizziness, it almost made me feel seasick. Oh my head hurts— Cyander #TeamΩmega (@cyander245) August 24, 2014
Could-Oculus-Rift-KILL-Extreme-immersion-scarily-realistic-trigger-heart-attacks-expert-warns : It's Your Luckey Day Palmer! It Will Happen Experts Say!
Tuesday, August 26, 2014
Yes, More of This All of the Time : Eyelit Inc. Releases a New Recipe Management System (RMS) Module to Improve Quality and Lower Manufacturing Costs
I think our friend has a pretty good handle on the situation :Wearables Investing: eMagin Corporation (EMAN)
Something big missing here in this guy's treatise on : The Future of Combat Weapon Sights: Trijicon and Kopin Corp
Self funded by Kopin and Trijicon. The issue they address, Kopin and Trijicon, is interesting. They must have done some focus groups and heard as I have have heard from snipers past and present, "I'm SOL if the batteries die." Ok so Kopin allows the ACOG to be useable when the batteries die. This is strange as the designers seem to design with this flaw uppermost in their minds, in other words "when the batteries die." Not "if". eMagin's displays are much more efficient, battery life is not nearly as great a concern or if it is I've never heard it. Which, I presume is why OLED displays and not LCD displays are in FWS-1. This Trijicon scope self funded, designed around a deficiency. Google Glass Sideburn, Lenovo Neck Battery anyone? Obviously Kopin is straining to keep up with eMagin and their participation in the Future Weapons Sight Program and TrackingPoint and others. Just goes to show how far eMagin is below the radar, why not even the "New Rifleman" has heard of them. The Old Rifleman could hit anything with that Winchester 1873 regardless of shooting conditions, dust, smoke, potential for collateral damage, nice work if you can get it.
Outdoor Life : Is TrackingPoint “Legitimate” For Civilians? (eMagin Displays in all Models but the AR Series)
Defense of TrackingPoint in the wake of a campaign to ban their sale by Eliot Fineman. Great sympathy foe Mr Fineman whose son was murdered in Chicago, I note a lot of people's sons are murdered in Chicago on a daily basis. Banning a Smart Scope will do nothing to alleviate that situation. The writers Fair Chase criticism has merit but the Safari Club guys aren't going to go to Africa or a closer hunting preserve and not come back with a trophy. TP has just wrapped up a $29 Million round of investment so they do not appear to be going anywhere. Their future with the US military however is non-existent due to Future Weapons Sight Program which does what their Smart Scope can do and more. Possibility of overseas sales as the FWS capability will be closely held by the Pentagon. Of course no advanced weapons system should fall into the wrong hands but it's getting harder all the time to figure out who has the "wrong hands."
Watchlist Du Jour : Stock Highlights: Amkor Technology (NASDAQ:AMKR), eMagin (NYSEMKT:EMAN), Peoples Financial (NASDAQ:PFIS), Perrigo Company Public (NYSE:PRGO), Enzon Pharmaceuticals (NASDAQ:ENZN)
The Verge On The History of VR From The Beginning, Sort of a Coffee Table Book. A Lot About the Vomit Machine But Not About Vomit. The Coverup Continues...
Jaron Lanier only one in this long and self flattering fable who calls a spade a spade.
Monday, August 25, 2014
The two-hour battery life wasn’t ideal, and there were more than a few privacy concerns that, in hindsight, have been borne out. Personally, the most exciting feature for me was the navigation coupled with the bone-conducting headphone, and there’s nothing greater than having directions beamed directly into your cranium. Still. The question here is simple: if you had a meeting scheduled with Sergey Brin, what would you tell him to change for version two?
There IS nothing more impressive than an "Instant Vomit Machine". Why Didn't Thomas Alva Edison Think of This?
Wow, the oculus rift is like an instant vomit machine. That being said it's still very impressive— David Zhang (@dzhng) August 24, 2014
Hot Stocks : eMagin Corp. (NYSEMKT:EMAN), Tucows Inc. (NASDAQ:TCX), NRG Yield (NYSE:NYLD), Magellan Petroleum Corporation (NASDAQ:MPET), Sempra Energy (NYSE:SRE) August 25, 2014 | By Shawn Langlois
Sunday, August 24, 2014
Another Entrant in to "Google Glass Battery Life is like 2 Hours so let's attach a Battery Pack, OK Glass?"
ARC4 Augmented Reality Technology This is what eMagin CEO had in mind when he said they can produce Monochrome Green Displays right now for AR Glasses because " it's all you need for Icons." He's talking about true Augmented Reality not Google Glass type info notifications.
for these type of applications he said "you don't need color. But that is something we are working towards."
Another Watch List For eMagin:Today’s Watch List : Enphase Energy (NASDAQ:ENPH), eMagin (NYSEMKT:EMAN), Weight Watchers International (NYSE:WTW), AmeriGas Partners LP (NYSE:APU), Baltic Trading (NYSE:BALT)
Saturday, August 23, 2014
Eye Catching Stocks: Groupon (NASDAQ:GRPN), eMagin Corp. (NYSEMKT:EMAN), Camden National Corp. (NASDAQ:CAC), Knowles Corporation (NYSE:KN), Maxcom Telecomunicaciones S.A.B. de (NYSE:MXT)
Friday, August 22, 2014
Thursday, August 21, 2014
The latest reference in the Patent Application is work done by Ralph Osterhout on what sure looks like the X6 Glasses that now belong to Microsoft. His 3 year old patent cites an LCOS display as the optical engine. But like it says, that was 3 years ago. Paul Campbell's discursive answer on the benefit of a more efficient display with a smaller form factor sure would look like the drawings in Google's recently filed application for Glasses reboot. The plot thickens.
Wednesday, August 20, 2014
Tuesday, August 19, 2014
WEARABLE TECHNOLOGY INVESTING: Long Blog Post With A Surprise Ending! Could it be, oh please let it be...
So, it's not #1 I take it?
Long, laudatory look at the Titan of the Tauton, Kopin Corp. Getting a bit of a mixed message but hey, everybody knows the wearables market is chaotic. Kopin may or may not be the display of the present or the future. But like any good storyteller he leaves the reader hanging. Follow him on Twitter!
Drum Roll Please. The Big Reveal is next week. Who is it going to be? :
"The main drawback right now is that I personally don’t think they have the right display technology of the future. Currently, there are three major types of display: LCD, LCOS and OLED. Kopin produces LCD. I think that LCD is probably the favorable display today, but not in the future. I’ll be posting on another stock I like later this week and I’ll discuss the competitors to Kopin in the microdisplay sector and why I think someone else has it correct."
Monday, August 18, 2014
Isn't it a little odd that Himax is partnering with Lumus to develop the next generation of Smart Glasses?
I thought their BFF was a company called Google. What happened, scorned by former paramour? Himax is throwing themselves at every Smart Glass Maker they can find. Like they contracted Kopin Syndrome.The PR mentions the LCOS Displays brightness but mentions nothing about their Achilles Heel, POWER! Two hours right Andrew? And the other odd thing, in the PR Himax touts their enduring partnership with Lumus in designing HMDs for Combat Aircraft. How's that working out?
They all but conceded that consumer products will eventually be made overseas and everything else at the Fishkill Campus.
Oh is that all, only games where you move.."The demos that turns people green are mostly games with locomotion, experiences where you can either walk around or you are taken for a ride"
Team Oculus has to work harder to find content for "stand still" games, yeah, that's the ticket.
Sunday, August 17, 2014
Saturday, August 16, 2014
Yes, send them yesterday, With an effective range out to 2500 Meters and a Max Range of 4700 Meters: The CIA most likely already supplying
these Javelins would change the battlefield as soon as they are introduced. (eMagin Inside the Command Launch Unit). Oh by the way this is stupid but Gary Oldham blew up a lot of apes in the recent Monkey Movie with a Javelin, way to go Gary!
Friday, August 15, 2014
Thursday, August 14, 2014
"Some of the timing relates to the -- what these companies want to do and the major wearable company that you would know today that’s very visible in the public, they’ve made statements that they want to switch their technology to OLED. This has been in the press and we believe it to be true."
My Assumption: Because in discussions the potential customer has said that "They want an OLED solution."
We Don't Needham But We'd Sure Like To Have Em: These kind of Remarks Might Anticipate Coverage By Needham Hopefully In The Not Too Distant Future
Josh Buchalter - Needham & Co.
Does an airplane sick bag come standard with every @oculus_rift?— Alex Sparkes (@AlmostFunni) August 12, 2014
Just got to play with Oculus Rift Development Kit 2. If it doesn't change media consumption, nothing will. Still motion sick (driving game)— Edward (@EdVenni) August 13, 2014
Google Glass comes to law enforcement:The first arrest recorded with a Google Glass device is now on YouTube: No, it was not Palmer Luckey or John Carmack
Wednesday, August 13, 2014
|eMagin Announces Second Quarter 2014 Financial Results|
Mr. Sculley continued, “Thanks to the extraordinary efforts of our teams, we continued to improve our manufacturing process in second quarter with better yield and throughput from the new OLED deposition tool and from impactful additions of other new equipment coming online. These improvements should boost our bottom-line performance going forward. Also, we successfully met the challenges associated with a first quarter 2014 stop ship order from three of our customers regarding a product issue. A stop ship order essentially delays product shipments until the particular issue(s) are resolved with the customer. The issues relating to the stop ship order have now been mostly resolved. For the first customer, shipments have resumed with no expected loss of revenue. Shipments to the second customer resumed and shipments continued uninterrupted to this customer for its other programs. The customer changed to a new display configuration for this program as did the third customer. No loss of overall revenue is expected for the second customer but some shipments originally scheduled for 2014 may extend into 2015. For the third customer, production shipments of the new display configuration are expected to begin shipping once their qualification process is complete and we expect less revenue under this program than we originally anticipated.”
Revenues for the second quarter of 2014 were
Gross margin for the second quarter was 31 percent on gross profit of
Operating expenses for the second quarter of 2014 decreased to
Operating loss for the second quarter decreased to
Recent Corporate Highlights
Based on current and forecasted market conditions, expected orders and current backlog, eMagin reaffirms its previous guidance that the last three quarters of 2014 are expected to have higher average revenue than Q1 2014.
Progress on shipments to large Defense OEMs, I believe those are Intevac, BAE and DRS. Future of Military programs, ENVG III, FWS-1 etc
Things seem on track with the two large OEMS, monkey wrench with the third, they want a configuration change so that pushes shipments back for them pursuant to the changes and qualification of the display on the customers part.
Penetration into Avionics for HMD , Elbit Skylens, F-35, Apache, BAE Striker II etc.
Successful demo of the High Brightness NAVAIR Funded Display at Pax River last week, that display is slated they indicate for just about every HMD configuration out there, that is good
Details on signed R&D contracts, heads up on others in the pipeline
No details but on track TBA
Report on demo of Ultra High Brightness displays to avionics and personal headset manufactures, want to hear more about the "exploding personal headset market " and how it was received by "companies we've heard of", that is an obvious reference to a Tier 1 company such as Google, LG, Samsung etc. and any impact it would have short term as manufacturing pivots to delivering those displays
Demoed the display for "selected customers" at SID, would have liked to hear they demonstrated the display for a range of companies, ambiguous
State of the competition, Kopin and their crap PR on new Military Biz, Himax, Microoled Sony etc,
Get some flavor here in the CC
Report on manufacturing yield, takt time etc. all that bullshit
Hopefully a new customer announcement, rare but been known to happen
no way new customer announcement, same tired list FLIR, BUG, FELIN, blah blah
A little bragging on receiving the DPD patent today, thanks frank
yeah, they should brag
"Works quite well actually. Made me feel nauseous" I guess that is the goal of Oculus then, to make people nauseous, great job Carmack! Great job Luckey!
Finally tried Oculus Rift last night thanks to @mikekasprzak . It was pretty neat. Works quite well actually. Made me feel nauseous.— Paul Pridham (@madgarden) August 12, 2014
Tuesday, August 12, 2014
Golly Lee, you are certainly a perspicacious fellow, that would be like hitting yourself in the head with a Ball Peen Hammer to get rid of a Migrane
I wonder if the @oculus rift could be used on boats/planes to alleviate motion sickness?— Lee Tobin (@lept) August 12, 2014
Andy, I'm sorry to have to tell you that in Psychiatric circles this kind of self-destructive behavior is called a "tradeoff", indicative of much, none of it good
Playing the oculus rift all evening was amazing but equally stupid as i feel so ill i could vomit at any point.— Andy S (@aandoroo) August 11, 2014
eMagin Corporation Second Quarter 2014 Earnings Conference Call to be Held on Wednesday, August 13, 2014
Monday, August 11, 2014
Siggraph: Oculus Rift Creator Says Wider Use of Virtual Reality is “Inevitable”: Panel talk warned that the industry needs compelling, immersive content while also overcoming technical hurdles. Time to Ride into the Sunset Luckey...
"Inevitable?" Like Death and Taxes? A whole lot of "Luckey warned", "Fuchs warned." The $2 Billion Goggle Boondoggle. What a joke these guys are.
Sunday, August 10, 2014
And it's not like NASA has never used anything with which to compare Google Glass. They use Sensics' HMD for Training (eMagin Inside) and the first HMD in Space was a Liteye 750 (eMagin SVGA) that is used by Astronauts on the International Space Station.
“Google Glass is a promising technology but needs to overcome battery life, display viewing and scrolling issues in order to be an operational useful tool,” astronauts said.
Saturday, August 9, 2014
Finally tried Oculus at the Hack Fortress contest. Ugh. I won’t be doing that again. (No, I didn’t vomit…)— David Schuetz (@DarthNull) August 8, 2014
Friday, August 8, 2014
The virtual reality hype train is starting to make me queasy: And with the exception of the Defense Sector...Folks are finally figuring out Emperor Oculus has no clothes.
And that’s why I think the cult status given to the latest generation of virtual reality headsets simply beggars belief. We’ve had more than decades of developments with no real breakthroughs made. And with the possible exception of the defence sector, there has been little evidence that the actual needs and limitations of the end user have been taken into consideration when these devices are being designed.
We managed to obtain three Rifts for student projects and academic research and it soon became obvious that we, too, had inherited cult status, simply by the gasps and stares that greeted their every appearance at open days. Yet, almost without exception (the exception being a very small handful of hard-line gamers), those who donned the Rift were either unwilling or unable to continue with its use after two minutes or, in many cases, far less.
Thursday, August 7, 2014
It's Pretty Clear That India is Trying to Gaslight the Entire US Defense Industry; Now It's Chuck's Turn to Get the Runaround: eMagin Display In the Javelin CLU
Active Stocks to Watch : eMagin Corp. (NYSEMKT:EMAN), LookSmart, Ltd. (NASDAQ:LOOK), EarthLink (NASDAQ:ELNK), EveryWare (NASDAQ:EVRY), Teva Pharmaceutical (NYSE:TEVA)
KOPIN Results and Oblique Reference to eMagin Display Deficiencies: Interested to Hear eMagin's riposte to these claims: A Lot of Gauzy Blah Blah "Wearable" Talk
“The recent increase in orders for our military products is a case in point. Our customers came to us to solve a problem – not to buy a display. Our knowledge of the total system is what is driving companies to seek us out.”
But asked later if there was R&D money coming from the Military the answer was "No". So what capability do they add to TWS? Makes no sense unless it represents a unique Kopin contribution. You are inscrutable Dr. Fan. On another issue I am agnostic as to the display in the Elbit/Rockwell's HMDS for the F-35. However given the opportunity I cannot believe that a grasping company like Kopin would not at least allude to an avionics market if they had a dog in the fight. But no mention. Fan just returned from Asia.Emphasis on Asia? Most of the attention focused there apparently. Big losses currently, products promised for 2015. Listen if you have 22 minutes to spare. Dr. Fan talks really slow to kill two birds with one stone, be intelligible and make CCs CC last more than 15 minutes.
Moving Stocks: Wells Fargo (NYSE:WFC), eMagin Corp. (NYSEMKT:EMAN), IDEX Corporation (NYSE:IEX), Airgas (NYSE:ARG), Canadian National Railway Company (NYSE:CNI)
Wednesday, August 6, 2014
Tuesday, August 5, 2014
Even Guinea Pigs given a choice would not voluntarily be Guinea Pigs but Oculus users? They'll pay $400.00 to be test subjects, DOH!
Still feeling a bit nauseous after my VR adventures today. I hope Facebook/Oculus isn't using us as guinea pigs for blindness tests.— John Stejskal (@johnstejskal) August 5, 2014
Wow, Radial-G is the first @Oculus demo to make me nauseous. Impressive use of the tech, but oh boy I feel off.— Matthew Rex (@matthewrex) August 5, 2014
Corrections Officers Can't Wait to Get X6: Spy glasses offer better situational awareness for corrections officers: Catering To a Captive Market