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Thursday, April 2, 2015

Wunderlich believes a healthy degree of Mass Market anticipation has exhausted...




"Mass Market anticipation", what eMagin shareholder isn't familiar with that concept? What drove the stock price to historic high's? I would say a combination of factors, certainly manipulation but also the idea that this nano technology was the future and that eMagin could make a unique contribution to the sector. That rise was not based on nothing. But then the new deposition machine and the delays, thud, the soon realized yield problems, thud, the attempt to sell the 096 as an Electronic Viewfinder as the first foray into a consumer product, thud, the wire bond issue, thud, investors sense that when the machine was finished it was reasonable to expect a rise in revenue going forward, thud.  All these events have chipped away at "Mass Market Anticipation" and left Investors exhausted to the point of collapse.  It would have been reasonable a few months ago for an eMagin Investor to arrive at a similar conclusion that Wunderlich offers to Kopin Investors. Slow growth in the enterprise, reasonable,  market penetration in commercial, industrial, avionics, reasonable. A diminished sense that some dramatic event was always just over the horizon. Reasonable. Well that might have provided some relief for Investors but the Boys in Bellevue never let anybody of the hook. So two contingencies keep the anticipation alive with no reduction in exhaustion, the Immersive Head Mounted Display and Jerry Carollo's Linkedin Profile Page. Absent those it's easy to agree with Tom Maguire and that for evermore eMagin will exist in a $26-$29 Million a year rut. With those there's no escape from anticipation and exhaustion. So it remains. That said I would rather be here than there. that is Bellevue vs Taunton.

http://www.benzinga.com/analyst-ratings/analyst-color/15/04/5376335/wunderlich-upgrades-kopin-as-products-may-hit-the-market

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