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Thursday, May 31, 2018

Not TI, Not Himax but Guttag Likes it! Stop the Presses!

Plessy thinks they'll have Microled ready by 2019

So nice of Kopin to let Charlie use their booth to sign his "Complimentary" Book. I think you call that Augmenting Reality

Yes DZ, it's definitely the Bobby Darin of AWE 2018

at least they aren't doing the black leather jacket thing

"But first a salute to the great Bobby Darin with my rendition of Mack the Knife"

These little companies are having a hard time finding a display solution that works for them now. Why?

More hyperbole, we shall not hold our breath...


http://www.financialbuzz.com/vuzix-announces-partnership-to-develop-next-generation-ar-smart-glasses-using-plessey-microled-technology-1105883

cat fight

Silicon Valley Global News interview: John Haddick (ODG) with Shannon No...

WEARABLE TECH This tiny voice-controlled AR headset runs off your phone..Kopin's Golden-i Infinity is like a mini USB-C Google Glass for enterprise

so who are Kopin's competitors in the Enterprise" Google Glass 3? Realwear? Vuzix?

Or as the reviewer says: "It's basically just a plug-in second screen."

https://www.cnet.com/news/kopins-new-tiny-usb-c-ar-headset-clips-onto-anything-and-runs-off-your-phone."

In addition to Dr.Fan's "5 Rules" for AR Dr. Fan will include "5 Common VR Mistakes" in his AWE presentation this year. Sneak Peek...

1. Humans first

2. Best displays will come from China in 3 maybe 4 years

3. Effective marketing requires a clever name, haha "Elf" is taken

4. A little nausea is healthy

5. The Tech is not the Product you know the rest.

Adios

DAQRI has seemingly internalized Dr. Fan's Rule #1. I wonder if they got permission from Dr. Fan to integrate this concept into to their design? If not, here comes the lawyers! Humans First! No Lower Primates!


Wednesday, May 30, 2018

Ralph, don't bother, everything changed...

somebody is being coy....

  • MW
    MW
    15 minutes ago
    @Jim right on. Or something similar.

Yes, 250k Raytheon TWS but that was a decade ago...

Lemme guess, 5 Rules, right? (Kopin said "Everything would change today with the Arrival of iArrive." I didn't feel anything, earth didn't tilt on it's axis, didn't rain Rainbow Trout, cup of coffee's 3 bucks and there's still 5 frigging rules)

eMagin, less of an...

Less eNigmatic

MW, if I may...

I think I "get" your mode of expression. It is precise and analytical. I hear the below as "shadow talk" deviating from your normal "MW' Stylebook" in order to convey a different meaning. Could be wrong , could be right, sometimes a cigar is just a cigar. Tariq Ali, Powerpoint, Slippy Zen.  Oh, BTW, were there snacks?

"Intel may be the one behind the 4kx4k display design."

we are ready to not be an "acorn" anymore, investors conference today

http://www.craig-hallum.com/alpha-select/the-alpha-select-list/

LG @ Display Week 2018 (Start at 1:42)

Wow, Osterhout AR Glasses cost $2,750, the price of an Oil Change!

Competition

Tuesday, May 29, 2018


Six15 is there as well. Not a Military show? Starting to market Darwin to the enterprise? Sony nHD inside.

DAQRI gearing up...DZ, give us a Charbax-style report from AWE. Bam, bam, bam. Ducks in a row. DAQRI, Kopin, ODG. Fun...

I don't expect anything eMagin related out of AWE? Am I missing something?

Halo Neuroscience takes aim at SOF CQB training (The Combined Services are preparing very quickly for Close Quarter Combat)

No displays with this device. Presumably used in tandem with systems like DSTS. TALOS, ENVG III, RTA, sidearms designed for Cave fighting and cites. The latest "ARMY" Monthly has a big spread on Simulation Training in Urban environments. "Ready for anything" seems to be the goal in terms of preparedness but what the hell is the scenario where they will need these capabilities? 100 years since "The War to End all Wars." Military buildups, nationalism, terrorism all over the place. Repeat? Hope not.

http://www.janes.com/article/80346/halo-neuroscience-takes-aim-at-sof-cqb-training?from_rss=1




ODG's website has been upgraded, probably in anticipation of being Kopin's next door neighbor at AWE, afraid they might not pass the "5 Rules" Test...


https://www.osterhoutgroup.com/home

Friday, May 25, 2018

Good point, Intel threw in the towel on their Vaunt Glasses. They looked stylish but delivered very little data merely a notification device ala Solos.

The novelty of the Vaunt was that the text were red font. Whoopee. They want to get serious.

how many fans would pay to ride with Lewis Hamilton in any Grand Prix..McLAREN AND HTC ANNOUNCE MULTI-YEAR VIRTUAL REALITY PARTNERSHIP ON DEVICE, CONTENT AND ESPORTS

https://www.mclaren.com/formula1/partners/htc-vive/mclaren-and-htc-announce-multi-year-virtual-reality-partnership-device-content-and-esports/

things are snapping into focus

https://www.linkedin.com/embed/feed/update/urn:li:activity:6405231495736360960

This fits the scenario

https://www.linkedin.com/in/jun-jiang-2369038/

This Stinger Missile Is Back (It had a crap low res IR LCD display before the new optics, now like Javelin)

http://nationalinterest.org/blog/the-buzz/stinger-missile-back-25882

a lot of folks at Session 40: we could use one more spy, informant, mole...

The enemy of my enemy is my frenemy, Intel + AMD vs NVIDIA

makes sense

Frenemy, right, when Koduri left AMD he wasn't going to Intel to sink his old company, sub-rosa, help them develop devices like Hades Canyon in order to move the VR football. Most seem to be on board with the notion that this is too big a deal to be the Lone Ranger. Hi Ho Silver

Intel and remote viewing of sports is going to be huge. Virtual ticket Lord Stanley, NBA Finals, Super Bowl, Champions League, India/Pakistan Test Match. Dare I say Royal Weddings.

Thursday, May 24, 2018

Bruce Ridley did say he had worked out a Strategic Alliance with Intel

SilkyZen3 minutes ago
Well, really surprised that after the Intel presentation this didn't move much more, really strange.
At about 3:30pm PT yesterday the Intel guy opened the OLED in AR/VR session with the comment along the lines that they see OLED microdisplays as the future display engine tech for AR/VR, followed by "here is an example from our technology partner Emagin", either I misheard or Intel is going to be the production partner for Emagin.
SilkyZen12 seconds ago
the OLED AR/VR session at the SID display week..... Reply1

could this be why eMagin dropped off AMD's radar?

Session 40 :
OLED AR/VR
OLEDs ; Artificial Intelligence and Augmented Reality and Virtual Reality
Wednesday, May 23 / 03:30 PM  - 04:50 PM / Room 502B
Chair:
Tariq Ali, EMagin Corporation, Hopewell Junction, NY US
Co-Chair:
Jang Hyuk Kwon, Kyung Hee University, Seoul, South Korea

40.1 - Invited Paper: Next Generation Virtual Reality Displays: Challenges and Opportunities (3:30 PM - 3:50 PM)
  • Kunjal Parikh, Jim Zhuang, Kim Pallister
    Intel Corp. Santa Clara CA US
     
  • Jun Jiang, Marshall Smith
    Intel Santa Clara CA US
     

  • High ppi compact form factor requirement is being described using micro-display as key enabler. The trade-off between FOV, size and scalability to meet price targets will be discussed. Overview of system impact using novel display design with Intel’s key technologies will be presented to give holistic view about product vision.
Add to Calendar

Thank you silky zen and jim. And jim thanks for intervening in that dust-up with DC. Peace in the valley. No diminished capacity, just my mouth off. Countdown clock...waht the heck?

https://countle.com/NDI198106X

First T-90 that crosses the frontier gets a big surprise, bad trade for Vlad, 3 Million Dollar Tank for a $50k Missile

Truly Mobile XR, powered by the Qualcomm Snapdragon Platform

Oculus Half Dome Prototype F8 2018 (May 2)

Display Week 2018: Facebook’s Varifocal Display Research (Half Dome)

Lurk, nice... Oculus has a variable focus display, a fixed multifocal display, and adaptive multifocal technology that allows you to see images more clearly based on eye tracking (eye tracking), so you can get a clear picture even when your eyes move. Introduced. "We have also developed a technology that makes the near image appear sharper and the background slightly blurred, creating a sense of spaciousness and a clear view of the surface of the eye that is in focus. Ouclus introduced a VR panel with a Spatial Light Modulator in a Jasper display between two eMagin OLED-based microlens displays. It captures all the video frames that are detected by both eyes. "VR technology will make the display an 'infinite canvas' that can capture realistic images of any image," Douglas Mann said.

https://translate.google.com/translate?hl=en&sl=ko&u=http://www.etnews.com/news/article.html?id=20180523000196&prev=search

McChrystal was serious about TALOS, still working on it. Six15 still a vendor?

Wednesday, May 23, 2018

didn't say I liked it, it's the way it is

FLIR Announces RECON V at SOFIC (eMagin AMOLED)

http://www.monch.com/mpg/news/special-forces/3413-flir-sofic.html

eMagin to Craig-Hallum Wednesday Next

https://www.businesswire.com/news/home/20180523005310/en/eMagin-Corporation-Attend-15th-Annual-Craig-Hallum-Institutional

Tuesday, May 22, 2018

The restrictions were relaxed for India last year anticipating a more solid relationship with the US in the defense realm

https://www.law360.com/articles/882075/us-loosens-regs-on-exports-to-india-with-military-uses

Impressive customer list for Tonbo, DARPA,SOCOM, BAE, L-3, Sierra, US Navy, Tonbo is a fast growing global company

Well Derrick (BIHS) Kopin had one questioner on their last call and he asked a couple of great questions and he got some very full and effusive answers. Wait, is Olightek a JV OBVIOUSLY in China?. Uhoh)

Jeff Bernstein
Hi guys. Just a couple of questions. What's going on with the OLiGHTEK line?
John Fan
You're talking about the OLiGHTEK, which is obviously in Kunming, China, the line is running, and I think, that it will start operational third quarter this year.
Jeff Bernstein
Great. And then just a question on the win that you announced with the North America Tier 1. Is that a company you've done business with before?
John Fan
Jeff, I'm afraid, I cannot comment on it. It's suffice to say, it's a very large global company.

Didn't realize how much stuff Tonbo made with American Made eMagin AMOLED Displays inside e.g. thir own version of Bino Sensor Fused NVG uses an eMagin DSVGA...

The "Arjun" looks like ENVG II

http://tonboimaging.com/tonbo/products/duvi-b/

Can we get a Countdown Clock for the "i" Launch Derrick?

No, he is not but anyone demoing the "i" will receive a "Charlie Fink" Action Figure...

"Pixel Packin' Papa"

More vaporware hype ( is this a China JV? situated between DAQRI and ODG, the "i" tells you what it is already. Is Charlie Kopin's Booth Babe this year?)

This shouldn't affect sophisticated technology transfers which would bring China close to the strategic capabilities their adversaries now have, would it? All they want is "close". Derrick? idot?

Cramer Remix: Joint ventures in China may be a thing of the past (This might throw a monkey wrench into Kopin's Business Model, selling IP in exchange for market entry and a minor cut of the action)

"More important, though, is that the Chinese get invaluable information about what our companies do and how they make what they make," Cramer added. "Those joint venture partnerships are then able to pretty much steal our intellectual property. That's a major sticking point."
But after National Economic Council Director and former CNBC host Larry Kudlow told CNBC's "Squawk on the Street" that these joint ventures could potentially unravel, Cramer got more bullish on the prospects of trade talks.

Monday, May 21, 2018

There is no question that Kopin is being deliberately, systematically excluded from participation in US Defense Modernization Programs.

House to Probe China Threat

Meanwhile, Sen. Marco Rubio (R., Fla.) testified at a Senate Foreign Relations Committee that the National Intelligence Council warned about Chinese subversion.
"China's government-run talent recruitment program facilitates the legal and the illicit transfer of U.S. technology, intellectual property and know-how to further China's science and technology development, military modernization, and goal of becoming a science and technology superpower by 2049," the document states.
"It's overseen by Communist Party's Central Committee, and it recruits scientists, engineers, entrepreneurs, and managers of all nationalities working or educated in the United States to commercialize and weaponize technologies."
Rubio said China is "basically conducting an all-out assault to steal what we've already developed and use it as the baseline for their development, so they can supplant us as the leader in the most important technologies of the 21st century."

Lying comes so easily to $KOPN "investors"


Bullish
SELL SHORT $EMAN 2.25-2.50 per shre. IMO, CEO desperate. I listened to his call, no CEO conducts themselves like that. $KOPN BIGGER BETTER

Thursday, May 17, 2018

L3 tapped by Army for enhanced night vision goggles (Binocular)

https://www.upi.com/L3-tapped-by-Army-for-enhanced-night-vision-goggles/6361526572627/

yes, Daqri is an MRA Client

what displays is Daqri using?

The inclusion of "Immerex" now LUCI in the Red Herring, Ariadne's Thread/Immerex CEO Adam Lin is now AMD Fellow, High Res OLED Displays, who knows, stealth? A lot of Threads, Ariande's or otherwise.

2018 Virtual Medicine Conference: Skip RIzzo

Wednesday, May 16, 2018

ok, kopin vs odg at AWE, two go in, one comes out, gl

got ur accounts mixed-up derrick? this is #hashtag madness bringithome type goobledegook. Do you think you are fulfilling some sort of charter? This is embarrassing to read and you should feel the same about typing it (unless you're hitting the bottle hard and I don't blame you)

This is IRTH Part Deux (Stock is the Product, not the Tech)

Charlie Fink on AWE and guess what? "Kopin with Solos blah blah, and Fan blah blah with surprises blah, blah, blah, Oh and they will be other other companies there like ODG, Microsoft and Daqri but they are there only to bask in the brilliance of Dr. Fan. A company with virtually no prospects MR/XR/AR is the belle of the ball. How much Charlie?

 Is he on the Disney Track again this year? Joke.

“Kopin participates in many conferences. But AWE is where we know that we’ll be in front of the most influential and most visionary AR, VR and wearable leaders,” said Dr. John C.C. Fan, CEO of Kopin Corporation, one of AWE’s Sponsors, in an email exchange. “We make sure to bring our most disruptive and game-changing demos to AWE - whether it’s our Solos smart glasses for cyclists and runners, our latest high-performance micro-displays and headset reference designs, or this year’s big unveil, which I’m keeping to myself for now!”


and this Charlie!

How many copies of the book is Kopin "buying"?:

[Disclaimers: (1) Ori Inbar, executive producer and co-founder of AWE, is one of the contributors to my book, Charlie Fink’s Metaverse, An AR Enabled Guide to VR & AR, (2) I am giving a mainstage presentations on the first day of the conference, “What I Learned From Making An AR Book”, and participating in a writer's panel (3) My book also includes AR animation from Living Popups (4) My AR-Enabled book has been nominated for an Auggie Award and (5) I am doing several book signings, including one sponsored by Kopin.]

https://www.forbes.com/sites/charliefink/2018/05/16/why-augmented-world-expo-is-xrs-most-essential-conference/#f0aeb3f4f92b

Mr. Goodchild has left the building...

hoax or warning or Vuzix subterfuge, all in the realm of possibility. I'm going with #3.

The HoloLens 2 secret sauce just got revealed

https://www.slashgear.com/microsoft-hololens-2-kinect-for-azure-build-2018-07529930/

Bringithome chimes in and poor mr goodchild has an enemy, a very angry one for life, kopin fanboy lol

this is what is listed as products featured at the eMagin Booth at Display Week

Product Showcase
2k x 2k DisplaysHigh resolution OLED micro display
ULT High Brightness DisplayHigh Brightness (>3,000 nits) OLED Microdisplay

Head-wearable displays with a tiled field of view using a single microdisplay

https://trea.com/information/head-wearable-displays-with-a-tiled-field-of-view-using-a-single-microdisplay/patentgrant/55163133-7f91-4dc4-9d93-c149b029aecb

Bruce Ridley sued the company, did not leave on good terms but a pro. I'm sure he can look past the past. Got a nice chunk of change anyway

he seems adamant...btw why do vuzix people think they have something others don't from Digilens to Boeing to Lumus to Rockwell Collins? Weird, they have a very limited FOV, anyway this guys whole point was about the display not the waveguide

Tuesday, May 15, 2018

this tzersis guy is Vuzix's zieler

yeah because... Vuzix doesn't make displays? these guys are genuwine experts

the replies after goodchild's post are pretty funny, get in there bringithome you can make it sound even weirder

quick, DZ has fainted, anyone have smelling salts?

sure vuzix, they need waveguides like a hole in the head

Shocker, not

Kopin Inside?

Confirmed by Tonbo (Maxim's Analyst on the Call knows this Market well)

2nd largest Army in the World with a 2,000 Thousand Mile Border with China (you guys missed the boat to Defexpo, Magin did more business with India MOD in the first Q than all last year...and growing but you have the PLA, the largest Army)

Iran finds a Chinese route to sell deadly thermal sniper sights


Battlefield advantages 

The advantages of using the equipment on the battlefield are many. The thermal sniper sights allow users see targets during day, night, and in extreme weather conditions. It can help the user see through most kinds of smokescreens, spot camouflaged targets, and even tell if a vehicle is running or idle. 

The Daily Beast found that Mohsen Parsajam, chairman of Rayan Roshd Afzar had registered a business in 2013 in Beijing. Two years later, RU-series sights began appearing abroad. That April, Parsajam’s company took an ownership stake in Sanhe Haobang Optoelectronic Equipment Co., Ltd, a Chinese company owned by Chinese national Emily Liu.

Sanhe registered websites for Raybeam Optronics and many other companies. On Alibaba e-commerce website, Raybeam began marketing military optical equipment from its factory, including a series of sights identical to the RU60G and the RU90G/120G—relabeled as the “RB60G” and “RB90/120G”.   

The Chinese Company Selling Iranian Sniper Gear Around the World (why would they want advanced displays anyway?)



Deadly and wants to be Deadlier

https://www.thedailybeast.com/the-chinese-company-selling-iranian-sniper-gear-around-the-world

And if frogs had wings...it's a great plan. I see why Fan keeps you around as a trusted advisor, seriously this would fool EVERYONE in DC from Foggy Bottom to the Pentagon...


Author’s reply »
 
Hello Nevin_s,
I suggested the military spin-off as a way to isolate Kopin’s supply arrangements from the expanded activity and joint ventures in China that the company is embarking on. The US military will likely insist on US only supply at some and as Kopin expands its JV activity in China they could be disqualified from bidding. They could remain an investor in the new company, but I think a degree of separation would be good. The sum of the parts would likely generate some additional value for shareholders.
Thanks
Derrick

Monday, May 14, 2018

you do anger better but now you seem like a drama queen, you are zieler aren't you?


Bearish
$EMAN sorry, military evaluations failed, Kopin "the sole supplier", how can Emagin survive another quarter, it simply can't

SOFIC

http://www.sofic.org/

SOFIC Next Week in Tampa, eMagin Booth 1550, Put Kopin in the Search Box to View Their Presence

http://exhibits.ndia.org/sofic2018/public/eventmap.aspx?ID=35275&shAvailable=1&sortMenu=104000

Delivery of TWS to Aussies wrapped up (eMagin Inside)

No, Kopin never said 5k displays for F-35, 5000 was for long lead materials for FWS-I Eyepieces. Where did this fellow ever get such an idea?

Speaking of Wave Guides, that Vuzix Chart looks terrifying. Are they still pursuing that lawsuit?

Company Higher-Ups engaging with shareholders on Twitter? Mill in Rev? Not looking good. Need more IRTH Placement.

Looks like Wave Optics has protos their Waveguide AR Glasses using a Legacy Technology (DMD or LCOS, these apparently are not satisfactory) and Yearning for Micro-LED

protos running warm in daylight.

https://www.electronicsweekly.com/news/design/uk-shine-augmented-reality-glasses-2018-05/

OPPENHEIMER REAFFIRMS THEIR HOLD RATING ON EMAGIN

just that from Uerk, no color at all

Saturday, May 12, 2018

so I am trying to think of a company that is "very powerful" in AR and VR, working on a 4kx4k VR HMD, might employ a optical designer that formerly worked at eMagin who at one point indicated, while reporting to eMagin CEO, was on assignment elsewhere, designed the Steampu......

Wrote this two years ago...


Attended as an observer eMagin's Analyst Day in NYC a few years back. One of the slides mentioned Google Glass as did the accompanying Prospectus that was provided. Google Glass mentioned prominently in the Presentation by AS.

Following Fall attended the Association of the US Army. Spoke generally to an eMagin employee about Google Glass. I should say that beforehand I told him I was a shareholder. He recited the "in person" version of the Safe Harbor Statement. I asked him his opinion of Google Glass. He made glasses from his hands,  you know, how kids do, held them up to his eyes and said "Google is not happy with the resolution." The discussion ended with that.

Jerry Carollo, for some time listed his employment history at his Linkedin Profile as concurrently working for eMagin and Google. As of a few days ago, it changed, now he lists Google as his sole employer, occupation, Optical Architect. Jerry Carollo since his early Pre-Intevac days has only designed HMDs using eMagin OLED displays.

Google is the only "Household Named" company that is prominently involved in designing both Augmented Reality and Virtual Reality HMDs. A partnership with eMagin would solve the optical needs of both devices in development.
Was not sure how serious Google was about Virtual Reality until this week when reports emerged that Google was planning a "Family of headworn devices" and additionally the public statement that Google's VR HMD would "not always be cardboard." Finally AS mentioned, in the recent Conference Call, Google's investment in Himax as an exemplar of what a partnership would look like for eMagin.

Circumstantial, I know, but sometimes that is enough to convict.

Friday, May 11, 2018

you mad dog?

Battle of Titans

American Made eMagin AMOLED Inside..Army continues to own the night: ‘Enhanced’ night vision ready for troops


Ms. Barrie
 said the ENVG III/FWS-I technology provides troops with the following benefits:
  • Soldiers will no longer need to switch between night vision goggles and weapon-mounted thermal sights to engage an enemy.
  • Wireless technology allows a soldier to “see” what the rifle “sees,” which negates the need to look through a weapons sight.
  • Ultra-sharp images remove the need to ‘paint’ targets with lasers.
  • The new technology does a better job of seeing “through” obstacles “like dense foliage.”
  • ENVG III/FWS-I weigh less than previous iterations of the technology.
A monocular used by troops even allows them to “shoot from around a building corner” or “above their heads with accuracy while safely tucked behind a giant concrete barrier,” Fox News reported.

“That’s an incredible advantage,” Ms. Barrie said. “That sort of precision, the ability to be able to see so precisely with such clarity, will really enable our soldiers to distinguish between someone who’s a threat and not a threat. … It doesn’t really get much better than that.”

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