@kopin is expanding in China through @realwearinc. 3 of the top 4 Global Fortune 500 companies are Chinese. $KOPN supplies 2 of 3.
— Peregringo (@peregrin_go) July 31, 2018
Why is China Natural Petroleum holding out? Waiting for better tech? More IP transferred? Or something greater? 🤔$GOOGL $VUZI $HON $HIMX $EMAN pic.twitter.com/COU6FKnAvQ
Tuesday, July 31, 2018
In a surprise move at the trading deadline Vuzix has sent Kopin Killer Peregringo to that very team for a pocket full of mumbles, such are promises....
L-3 results, ENVG-B
https://seekingalpha.com/article/4190980-l3-technologies-lll-q2-2018-results-earnings-call-transcript?page=4
3 Hour Battery Life! We know what that means! Kopin Inside!
Magic Leap Reservation Page, Images Hint at Impending Release https://t.co/4cljIZdKpD
— Ori Inbar #AWE2018 (@comogard) July 30, 2018
Yes, we know what this means peregringo...Kopin Inside! Yeah, I figured it out!
Tim Cook has added a former DAQRI designer to his team, bolstering the Apple augmented reality smartglasses rumors https://t.co/5f69wZtOYo pic.twitter.com/XrRhCOTZcO
— Next Reality (@NextRealityNews) July 30, 2018
Monday, July 30, 2018
Twitter CSI, somebody has figured out DZ's modus operandi, sign him up
@kopin #FanBoy confirms what we already knew about how he views #AR:
— Peregringo (@peregrin_go) July 30, 2018
If $MSFT @Hololens has $KOPN #Inside, it will dominate. If not, it will be irrelevant. #AlternateReality$GOOGL $AAPL $VUZI $HIMX $EMAN pic.twitter.com/pBn2wkqpp6
we love you 2 bridget, thank you for your support and nice cat
Holding this one tilll $4 https://t.co/Yf3aMTLAMF
— Bridget David (@BridgetDavid15) July 30, 2018
Activity...Penn sold 463 shares. Wells Fargo will, no doubt, scoop those up. Who would be surprised if Intel delays on new chips are associated with...you know. The guys in the Ranger Battalion I talked to had no experience with FWS Drop Test but were sure that anything was better than the PVS-20, the one the FWS will replace, which broke every time they jumped.
Wednesday, July 25, 2018
The estimates of numbers of devices to be fielded is all over the map. Jen Hudson cites a little # & $$$ allotted for ENVG-B, as usual, we unlike the Army cannot see in the dark or through obscurants. Visiting Fort Bragg this weekend maybe I can find out something useful about the drop test etc
Tuesday, July 24, 2018
The U.S. Army has successfully completed airborne drop testing of its next-generation, compact thermal weapon sight.
https://www.military.com/kitup/2018/07/23/army-conducts-airborne-drop-tests-next-gen-weapon-sight.html
Monday, July 23, 2018
Let's see if the cabal goes with this. Makes as much sense as most of their other "Kopin Inside?...confirmed!" fantasies...
@kopin #Inside? 😂
— Peregringo (@peregrin_go) July 23, 2018
NEO FAN = CEO #FAN? 🤔$TSLA $VUZI $KOPN $HIMX $EMAN pic.twitter.com/EYLmKjbdRq
Saturday, July 21, 2018
The Army is one step closer to fielding a next-generation weapon sight
The first batch of a total of 64,000-night vision devices, the ENVG-III are arriving at infantry and special operations forces units this year. The 36,000 FWS-I devices are expected to hit units sometime in late 2018 or early 2019.
https://www.armytimes.com/news/your-army/2018/07/19/the-army-is-one-step-closer-to-fielding-a-next-generation-weapon-sight-now-that-theyve-been-dropped-out-of-perfectly-good-airplanes/
Friday, July 20, 2018
eMagin Investor Exchange with eMagin CEO Andrew Sculley at Recent Investor Conference Referencing Comments Made by Intel's Chief Engineer at Recent SID Display Week...
From silicon chips to cutting edge AI, VR and ultrafast 5G. And we’re just getting started. #Intel50years pic.twitter.com/Y1YaVVt79m
— Intel (@intel) July 18, 2018
Thursday, July 19, 2018
Did they find what they were looking for? Intel Chief Engineer and eMagin CEO Sculley Back-to-Back...OLED World Summit 2018
AR/VR using OLED Displays
Kunjal Parikh | Principal Engineer of IntelMaking Virtual Imaging a Reality
Andrew G. Sculley | CEO & President of eMagin
Wednesday, July 18, 2018
Ja
Norway orders Safran thermal imagers https://t.co/3UDN8hrmzQ pic.twitter.com/BuiBUOgRLW
— Shephard News (@ShephardNews) July 18, 2018
Tuesday, July 17, 2018
Not just from Apple, either. I met with two companies spending billions to compete with Apple this week. 2020 will be very interesting.
— Robert Scoble (@Scobleizer) July 8, 2018
Apple just made gaming and VR possible on the MacBook Pro – but it’s going to cost you extra https://t.co/KDmI3Wa0mL pic.twitter.com/kFXrn1hFvg
— AWE (@ARealityEvent) July 17, 2018
Monday, July 16, 2018
The world’s most advanced HMD—the Striker II—will be on display at @FIAFarnborough. Learn how this fully digital and full-color system helps combat pilots: https://t.co/QeR9xCC2ZP #FIA18 pic.twitter.com/z5b5UIfGPm
— BAE Systems, Inc. (@BAESystemsInc) July 16, 2018
Sunday, July 15, 2018
This is what drives Zeeler and jimbissell...Magical Thinking. It's all they got. All you can eat, hashtag salad bar
$KOPN went after #AR #VR #Wearable #hearable #smartglasses #Patent #portfolio they put #Patent #lawyer #firm #partner on their #BoardofDirectors They will be #discovered by #Wallstreet or they will be #acquired by #Apple $AAPL $GOOGL $MSFT #Samsung $QCOM IMO 20-30 per shr
— Bringithome (@Plantandwatch) July 12, 2018
Interesting if, as some believe, CityMessiah is Travers #inpositiontoknow (out in Mass is a reference to K)
I don't know if its @facebook, @SamsungUS, @Snap, @amazon or even @Apple , but my HUNCH tell me Vuzix is working with ATLEAST one of them on consumer AR Glasses. When there is smoke(and there's lots of its, unlike that other company out in Mass...), there's Fire $VUZI $KOPN $EMAN
— CityMessiah (@CityMessiah) July 11, 2018
Friday, July 13, 2018
Pretty Good...
@kopin has the right idea: Patent & Protect.
— Peregringo (@peregrin_go) July 13, 2018
Build a moat around your patents with products so ugly that nobody would dare come near them. (Except maybe the Chinese) @MyGolden_i #JawBone$MSFT $VUZI $KOPN $HON $EMAN pic.twitter.com/kzQa3LVvco
They told us who their manu part was at Session 40 but that tree falling in the forest... Session 40 is what passes for a "dramatic" announcement. Roy Taylor and AMD similarly...I get it, feels like they could on on for years with selective drip, drip. drip
Apparently the Media Strategy for these "Emerging" Companies is to Hire a Bald Guy, a Hipster and a "Normal" Guy as Their "Public Face"...Don't Get Why Chaotic is Good...Any Grownups in this Sector?
@DiscoverLUCI the most chaotic team delivering #IOD #Getimmersed YO! pic.twitter.com/jlkBFCFTRp
— LUCI (@DiscoverLUCI) July 13, 2018
Thursday, July 12, 2018
Lightfields Die in Darkness...
Video capture can not differentiate between phone AR, VR, MR - the relevant differentiating information is lost
— Rony Abovitz (@rabovitz) July 12, 2018
Wayne's World Set, Wille Nelson Impersonator and Somebody Wishing He Was Watching Football Does Not Convey Seriousness
For the creator/dev community: we use video to teach a feature or capability. Any video or 2d medium (photos) is completely inadequate to actually deliver the experience of a digital lightfield on ML1.
— Rony Abovitz (@rabovitz) July 12, 2018
Other Issues? Like What?
Terrific Lurker, Mike Pence in Cedar Rapids Visits Rockwell-Collins and Is Informed "Don't worry Mike we're scraping that LCD junk out of the Helmet..."
Before speaking to the employee PAC, Pence had toured Rockwell’s Concept Flight Deck where he piloted a flight simulator, which according to Blum, Pence successfully got off the ground. He also saw a variety of products the company is developing, including the F-35 helmet-mounted display system that is being upgraded with a color organic light-emitting diode to replace a monochrome display.
https://www.kpvi.com/news/national_news/in-cedar-rapids-pence-promises-farmers-will-start-winning-again/article_dc7aed61-75ec-5e31-92af-599b14551b6a.html
Wednesday, July 11, 2018
I think this is called a "Red Herring" Post (Post encrypted by 3rd Party in order to guarantee nothing is conveyed that anyone knows or might believe, think, imagine, happen upon e.g. Dan Cui in China, Apple Investment, Multiple NDAs etc)
Thought Belgium was a lock to make it through, ah, maybe Croatia pop. 4.2 Million 1/2 the size of London will get there, they are tired but tenacious
. @GLOBALFOUNDRIES Surpasses $2 Billion in Design Win Revenue on #22FDX Technology https://t.co/1wnqxjzblA #Semiconductor
— DesignAndReuse.com (@designreuse) July 10, 2018
Popinjay
We're sorry to hear that your flights were delayed and we sincerely apologize for the inconveniences. If you'd like us to investigate further, please send us a direct message with your ful name, six-letter reservation code, and email address so we may best assist. https://t.co/o7MlHGd5Wh
— WestJet (@WestJet) July 11, 2018
Tuesday, July 10, 2018
Think you have to be able to purchase one first....
Make LUCI a part of your next adventure. #GetImmersed pic.twitter.com/GWV2b3afH2
— LUCI (@DiscoverLUCI) July 9, 2018
"As senators are pushing legislation to rein in Mr Trump’s powers to invoke national security when it comes to imposing tariffs, they may be broadening them on investment." #CFIUS #trademaggedon https://t.co/abOTyTDoWV
— Theresa Fallon (@TheresaAFallon) July 9, 2018
Yunnan OLiGHTEK Opto-Electronic Technology Co. Ltd. A Lan Ge Co.(Kopin's Chinese Partner)
Aerospace/Aviation
Military/Tactical
Simulation/Modeling
Computer Engineering
https://www.photonics.com/Buyers_Guide/Yunnan_OLiGHTEK_Opto-Electronic_Technology_Co/c22151
https://www.foley.com/cfius-and-the-new-trump-administration-your-top-ten-questions-answered-01-25-2017/
Monday, July 9, 2018
Provocative...Thanks Jim
So the new 2K x2K was supposed to be qualified and introduced in 2Q which has come and gone . I'm hoping they are working on a prototype/reference design with the new high brightness 2k x 2k and Peak Nano GRIN optics to help introduce the new 2k x2k .
____________________________________________
This gives an egress into a cockamamie theory. What if the "other" company is one who might be interested in having an exclusive on the defense side? Insight Technology was the first as I recall to buy eMagin displays to get a thermal channel into their Night Vision, Night Scopes etc. Insight subsequently bought by L-3. The Grin Optics explains the rapidity and reduced SWAP which L-3 built the ENVG-B in a few months and became State of the Art. And Dr. Wittels eMagin Chairman of the Board:
From 2001 until July, 2011, Dr. Wittels was Corporate Vice President, Business and Technology Strategy of L-3 Communications. Her responsibilities at L-3 included developing strategies for growth, oversight of R&D, diligence support for M&A, and cross-company business development coordination.
I'll post an interview that Vago did for Defense News with the New L-3 CEO Kubasik. He gives brief recognition to ENVG-B but also talks about Training and Simulation for Pilot Training and other roles for MR/VR. L-3 looks to be the the Sixth "Prime" and the strategy to get their is performing well in these small but growing niches. Leave the Big Platforms for Lockheed, Boeing, DRS to fight over and get enough of the little stuff to get into the company of the Primes. Maybe crazy but if eMagin wants to do the R&D L-3 would seem a likely suitor to manufacturer the displays. In Londonderry NH right?
This is fun, DZ's new BFF on Twitter...
@kopin #Fanboys love sharing opinions on #investing.
— Peregringo (@peregrin_go) July 9, 2018
Will they share an opinion on how many Tier-1 partners $KOPN has?$INTL ❌$MSFT ❌$AAPL ❌$AMZN ❌$QCOM ❌$GOOGL ❌@Toshiba ❌
Maybe they know a Tier-1 "Silicon Valley-like" company in Shanghai?🤔$VUZI $HIMX $EMAN pic.twitter.com/9tVlelkeTh
Another Thought About Opt...
Thinking about "The Thinker" |
There was a time when (no shocker) eMagin's future was very much in doubt. The Technology was too sophisticated, too expensive. OLED suffered from short lifetime, burn-in, embarrassingly low yields, low demand. Thinking about this reminds me just how dicey things were. In the midst there was Opt. And there was Sagem/Felin. Opt did, I did not realize the importance of FELIN, Soldier Modernization in France. I thought the Suite was a good fit for eMagin displays and took for granted eMagin would eventually dominate the the market. So I peddled some flummery here. I assumed Land Warrior in the States was a slam dunk after the Strykers seemed to embrace it in their Brigade exercises at Lewis-McChord. I did not know that behind the scenes Ralph Osterhout was working the Pentagon to cancel the program. The Generals listened to Ralph. So it was the American Made OLED displays that eventually ended up in the Rifle Scopes and HUDs of the French Foreign Legion that turned out to be THE critical program that gave eMagin just enough cash and credibility to survive. Without it this company would be a footnote at Display Daily
And Opt watched that program more closely than than the French Ministry of Defense. He dug and questioned until he was satisfied that the program would survive. He would get jittery if he saw some vulnerability in the Sagem/eMagin partnership. He held fast. He was nails. He provided us the highest resolution, FOV and visual acuity. Ha! Thinking of it now he is the one who provided us the greatest Situational Awareness.
Thursday, July 5, 2018
I note with sadness that our friend known on the Message Boards as Optimist1 has died.
Tuesday, July 3, 2018
In the absence of anything compelling happening in eManistan it's fun to keep up with Derrick and His ever expanding list of admirers and Many Character Flaws...
@Vuzix fan. 2 Vuzix fans, actually. 👇$KOPN $VUZI pic.twitter.com/tqDTUgCsVd
— Peregringo (@peregrin_go) July 3, 2018