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Wednesday, June 7, 2017

All of Them

Reading opt's report led me to think about the possibility of a buyout. The whole business of how the ASM was conducted, the slides, the lack of participation of key Board members. Dr. Wittels quick bug out, the only slide opt mentioned i.e.the largest companies in the AR/VR Universe of Tiers 1s. (run on sentence, I know)


"The first slide was plastered with a mass of names of the many companies with which eMagin did business.  I started by asking Andrew what he meant when he used the phrase “Tier 1 company”?  Did he mean a major conglomerate such as Apple, Google, Microsoft, Samsung, Facebook or Amazon or could it mean just a leader in a specific area such as AMD, Intel, or Nvidia in electronics or Oculus, HTC, or ODG in headsets?  His answer was, “All of them”. "


"All of them".


When I spoke to Dan Cui at GAOS I asked him about the Spark being adapted to the iPhone. A small deal, a trifle really for Apple knowing all the goofy devices the iPhone has as peripherals. He got very serious and talked about the complications involved in dealing with large companies  like Apple. Almost word for word what JL used in the recent CC. Why would DC and JW be at this Redneck Fest in Central PA? "Tight fisted hunters" indeed. A little voice in my head said "This is not central this is not central, this is a feint." 


I learned to speak to these guys over the years, different faces at military trade shows mostly, could see whether things with the company were good or bad. It took time to process what I heard and saw. I  looked for subtleties in language but folded that into facial expression, physiognomy, nuance, shrug etc and then in time forged a conclusion. What opt saw: Sculley's cat and it's latest meal. All of them.

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