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Thursday, November 16, 2017

It worries me that smart people think Kopin is a possible buyer. All they have is a fading military presence, some "pinhole" HMDs and the Whisper Chip which is iffy, other tech is there performing the same function,

their attempts at generating interest is laughable. The XR Immersion suit is a bad joke, Scott Sight redundant, Fire Warrior is still there and selling a few, a small niche and  selling a few Realwear in Canada I guess.  The "Elf"?  "Why is it so dark?" the reviews say. Vuzix, ah, have you worn one? Solos, Everysight will kill that. What they have is a CEO constantly talking about Raytheon ad the halcyon days. And now they are sending development samples to companies of their OLED displays made by Olightek. which the Chinese think are junk. I get the restlessness and worry but please give these guys SOME credit. Mort, I imagine is feeling a bit of a sting from the Opium crisis at his Upper West side society Balls and might want to reduce his interest in that in that at some point. A Billionaire always needs a backup plan and selling this company for more than $3.00 could work for him.  Who is suffering? The shareholders. How is the company doing?You can choose to believe him or not but many have used the term "inflection point" (ahem) in the past. Very premature those statements but below sounds like "inflection point" to me. The big guys are still out there and AR and VR are coming. So, are the display going to Direct View or Micro? If you think it's Direct View than sell. Otherwise,  I get, I feel our pain but I recognize it as  the Stockholm Syndrome.
 Back to Kopin for a sec. Look at the Scoble interview with Fan.You good at reading body language? I am. Oy.

"Achieve with confidence." I did not see Lucas say these things but it was not difficult to imagine. Don't give up the ship.

Jeffrey Lucas
And just to add to that a little bit here. They impacted us really in the month of July and the beginning of the month of August. So we're back up to speed now. We also have a second tool here as well. And what I think as critically important is to speak to what our new VP of Operations here is doing because he's making a world of difference for us. He has yet to put them on - the practice in place that he had established and he followed as much larger predecessor company. That's really working on our favor here. And Kevin, that is, quite frankly, key right now because our orders are picking up, our customers are asking for shortened lead times, and thanks to the work that Joe is doing, our Head of Operations, we're able to meet that, achieve that with confidence. And that's why it's super important in terms of what he's doing. So it was very problematic, as we pointed out, in the first month, primarily, of this quarter. But that's behind us, and we're taking a lot of measures now, not only to upgrade our systems but to ensure there won't be -- to minimize the risk of repeat [indiscernible].


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