Lurker
Great assessment. My additions would be more of a watch list.
Watch for more information on the night vision technology they are using in Blaze products
Watch Apple, dozens of Apple engineers became linkedin connections with Andrew in August and it continues
Watch InsightfulVR, again a linkedin connection with Andrew and the AMD connections
Watch WaveOptics, links to BAE tech, Blippar, Kip (not sure if they are into more than refractive)
Watch ML, very small chance here but they have dabbled in OLED microdisplays and have linkedin ties
Watch expanding China activity --customer ordering WUXGA displays reported in 2nd qtr
Watch for possible buyout
--and some bad things to look out for
Watch for possible bankruptcy
Watch for Sony/Epson/Samsung stepping up as competitors
Watch for hiring a better marketing person/department
Watch for more information on the night vision technology they are using in Blaze products
Watch Apple, dozens of Apple engineers became linkedin connections with Andrew in August and it continues
Watch InsightfulVR, again a linkedin connection with Andrew and the AMD connections
Watch WaveOptics, links to BAE tech, Blippar, Kip (not sure if they are into more than refractive)
Watch ML, very small chance here but they have dabbled in OLED microdisplays and have linkedin ties
Watch expanding China activity --customer ordering WUXGA displays reported in 2nd qtr
Watch for possible buyout
--and some bad things to look out for
Watch for possible bankruptcy
Watch for Sony/Epson/Samsung stepping up as competitors
Watch for hiring a better marketing person/department
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