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Saturday, August 25, 2018

I hear ya MW...The shift in tone was dramatic to the military side. And I get it. Never minded for a minute that there was their emphasis realizing the importance of these displays....

amid the need for rapid soldier mod for US and Allies. There is no doubt that these displays have enabled the current and next gen systems and beyond. F-35, next year and beyond, F Fighters retro-fit, ENVG/RTA next gen and beyond, LWTS same, Javelin, same, Stinger same, JTAC same, Long Range Target Locators same, Apache same. And 53 applications for what I take to be military programs in the pipeline. It's in the realm of possibility that Uncle Sam, NAVAIR, Mantech called in their chit and told them that "we paid for the development and continue to pay for these displays  and these are OUR priorities." They agreed to allow eMagin to commercialize but they are not above saying we turn off the $$$ spigot unless you get with OUR programs. The money presumably for these forward looking programs are in the Defense Authorization recently passed by Congress. So with limited manufacturing capacity it could be working for the man every night and day as a necessary national security priority. So Sculley said" the military was first with AR" absolutely true. First with remote viewing with Army Telemedicine. First with VR in small squad tactics, Quantum 3D. The roots are deep. As a patriot I say great as an investor not turning cartwheels. That may be our near future. They and us could trundle along with these programs and the high margin avionics programs but until people see an avenue to larger markets we shall remain largely unnoticed but doing something crucial for the national defense. We may get a solid return over time but unless this is all "Fog of War" disguising a buyout or big boy partner that looks like our fate near term. Lucas is not the kind of guy to hide under his desk, strange he won't get back to you. Like to hear from others who can imagine a rosier scenario. Eugene there is no one in France working with them. They have a friendly rivalry with Fraunhofer in Germany but no formal ties.

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