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Tuesday, October 30, 2018

No eMagin Content. Just Like Saying a "Goy Named Su..."


Feinberg suggested that any company currently considering a way to enter the AR hardware - or wanting a "next-generation product announcement" has to ask this question about using a reference design as a foundation: “Is this platform significant enough to allow us to compete in the areas of performance, usability, and quality?”
And Feinberg had his own answer to that question. "After listening to Flex and their key partners in this endeavor — Qualcomm, Atheer, and Lumus — and having a chance to see the product, ask questions, actually use the resultant reference hardware, and mentally compare it to others I have used in the last few months based on usability, comfort, response, and quality, my opinion is yes, Flex’s platform does allow for these things," he said.

They Blink an answer to our S.O.S. .-- . / .- .-. . / ... - .. .-.. .-.. / .-.. --- --- -.- .. -. --.

we are still looking for someone to upgrade...

https://www.indeed.com/jobs?q=eMagin&l=Hopewell%20Junction%2C%20NY&vjk=81c311d114bc54c7

Monday, October 29, 2018

Happy Talk vs Stock Performance Introduces a Element of Cognitive Dissonance don't it?

I don't know if you ever noticed but that's Lucas on the right

Barring a Mushroom Cloud over East Fishkill, Wire Bond  type screw-up, EVF, Blaze, kaput. On the other hand, military, dismounted soldier is solid, own eyes, military aviation, commercial aviation, Flex dude on board,enterprise. That said we have to hear something solid and promising otherwise that old feeling creeps in that something foundational is really messed up. As the PPS goes down, down, down, we start with, oh Sony, oh Microoled, competition is beating us, they don't take calls from customers etc It all has an effect. The audits were tops, Saltarelli, manufacturing seems to be going well. Nobody mentioned it but they have a high-quality vendor, Macnica. My opinion, they did not want to look good, like the spare parts thing until they could follow through. Who thinks eMagin displays are not in Flex/Atheer Reference Design? Anybody? Bueller? Bueller? This is my own pep talk you guys throw some shoes I cannot blame you.

Flex AR Solution Silent Demo - AWE 2018

Anybody explain the relationship between these guys, FLEX, Atheer , the US Military & Microsoft? And for extra credit throw in ODG. Can't makes my head hurt...

http://designinteractive.net/

https://markets.businessinsider.com/news/stocks/design-interactive-and-atheer-partner-to-release-new-joint-augmented-reality-solution-for-microsoft-hololens-augmentor-powered-by-atheer-air-enterprise-1015141457

https://blog.atheerair.com/2018/01/25/partnership-between-flex-and-atheer-will-kickstart-shipments-of-enterprise-class-augmented-reality-ar-solutions

https://blog.atheerair.com/2018/02/08/design-interactive-and-atheer-partner-to-release-new-joint-augmented-reality-solution-for-microsoft-hololens-augmentor-powered-by-atheer-air-enterprise

Airbus Suffers It's Own Waterloo Appropriately Enough in Belgium

Wearable HUD Offers High-tech Retrofits (Skylens)

SIMPLIFYING APPROACHES

“We looked at the approach phase as the one that is most challenging,” said Yahav, “especially if you’re getting new instructions or changes. Typically, one pilot will put his hand to the FMS, and the other will monitor to make sure the other pilot doesn’t make a mistake. The workload increases dramatically. If there’s a mistake in the FMS, you could go to a different waypoint or approach while the autopilot is coupled to the FMS. It’s hard to recover, and takes a lot of attention within the cockpit.”
What the new AR technology does, he explained, “is couple the FMS and FMS display to be superimposed on the real world.” Looking through the SkyLens, the pilot wearing the device can not only “see” outside the aircraft in any direction, because vision isn’t limited just to a fixed-in-place 35- to 40-degree field-of-view HUD, but the pilot can also “see” all the elements of the flight on the SkyLens display. SkyLens tracks the pilot’s eye position, so it always knows where the pilot is looking. And because SkyLens is worn on the pilot’s head, essentially the pilot has an unlimited field-of-view, in any direction.


Help is on the way pegapag! If he can't afford one maybe we can start a gofundme...

Sunday, October 28, 2018

who do you expect Sculley to call? Guttag at Ravn? Pegapig HMDs INC.?

"Mr. Sculley Mr. Pegapig is on line 2."
"Thanks, wait who?"
"Mr. Pegapig. You know the guy on Reddit."
"Fraid I don't. Where's he calling from?"
"Pegapig Inc."
"Never heard of it."
"Where is it?"
"Belarus."
 click...

Media Notes: The Bodyguard on youtube is a good watch, Scottish actor does a great job depicting PTSD and the dismantling of his protective outer armor

that keeps the demons at bay. And Hunter Killer has no human elements crazy fun story and the gear. The SEALS use a Tracking Point "One Shot" sight to great effect and they take a Laser Target Designator to find the Kidnapped Russian president. We'll give it 31/2 out of 5 Pixels.

Shakespeare knows all and all and all...

Good Luck, eMagin's "Quiet Period" runs in 12 Month Cycles

the other fun thing about the Social Network, Reddit is best at this but Yahoos are no slouch, the 1/2 reply or no reply, face it guys, we are on nobody's radar

Eugene is fishing for a bite on Braddom on the FLEX Board:

2 days ago
If this stock is a scam, you would it have such a high institutional and mutual fund following. Also, why did Eric Braddom, Flex VP of Extended Reality (XR) Product Management, get a seat on eMagin BOD.

And here's the reply:

  • Peter
    2 days ago
    Institutions and mutual funds are mostly passive and allocate their portfolio percentages based mostly on size of the company, sector and analyst recos, they have hundreds of stocks in their portfolios and don't analyze each individually in detail. FLEX had a buy rating from several analyst firms who just follow what mamagement tells them about great future and analysts expand their P/Rs on that great 'promise of the futre'. SKETCH-to-SCALE! NIKE! DONT FORGET ABOUT INVESTOR/ANALYST EVENTS NEXT MONTH with great FOOD and WINE!!

fegipeg, there are two places to buy eMagin displays, expecting them to sell you a display is like calling Audemar Piguet and ask about buying a watch...

they're out there but you have to know where to look...
(what is with reddit people, they seem to be either looking to offend or be offended? Look at any thread and there always "what about this or that!" "you can't do that!" FU!) The social network IS an open sewer.

You can buy one here:

https://www.macnica.com/americas/products/displays

or here

https://www.tekgear.com/microdisplays/oled.html

Friday, October 26, 2018

It's Fall so building a strawman is natural. The Moral or should I say Morel is Mushrooms and I guess it's self-evident, like being...



So, say, eMagin was willing to do an interview on avionics and solutions they enable, problems in DVEs or smoke in a cabin or new approaches to sensor fusion. If you saw that you would sell and run? Would ya?

"OK then"


https://smallbusiness.chron.com/legal-relationship-between-shareholders-ceos-33637.html

This PIP stuff is neat, Skylens, ENVG, F-35 Helmet all have it...

That said, it seems to me that JL wants to be more forthcoming than AS as his interventions on recent CCs indicate. Yes, the more I think about it the more I sense that he is next-in-line.

The Buck Stops at Sculley's Desk. He Has a Fiduciary Responsibility to His Shareholders. We observe it doesn't appear to be a priority for him. Sort of an afterthought it seems.

Trust is fragile.

Flexs' Main in China


Experience


Kopin went into overdrive with their latest "mission critical" PR. Colonoscopys can be that. Transparently they needed a Bullet Point that mentions "OLED" and something to mumble about on the next CC.

DZ "Kopin is everywhere!" We get it. Literally everywhere.

Nice Little Primer on ENVG III & B...Grunts To Get High-Tech Targeting Goggles In 2019...

https://breakingdefense.com/2018/10/grunts-to-get-high-tech-targeting-goggles-in-2019/

Thursday, October 25, 2018

Sculley's name was on the Large-Area Display Patent. Once That's Farmed Out I Believe He Will Cede His Position. That Would Constitute "The Success" Right MW?

But no torches & pitchforks. Good guy.

This guy was doing a great job, what is going on...

I think this algorithm is able to monitor shareholder sentiment instantaneously or Jim is a really fast typist...Is eMagin Corporation’s (NYSEMKT:EMAN) CEO Paid Enough To Stay Motivated?

(just kidding, written by some day trading geek)

https://simplywall.st/stocks/us/tech/nysemkt-eman/emagin/news/is-emagin-corporations-nysemkteman-ceo-paid-enough-to-stay-motivated/

Army to field Enhanced Night Vision Goggle-Binocular

good thing we have that military business eh guys?. BTW the 82nd did not jump with these. The test was conducted  by rappelling Air Assault.

https://www.army.mil/article/212883/army_to_field_enhanced_night_vision_goggle_binocular

Lucas told us not to "look to revenues, look to partners". Well? I'm lookin'...

your turn Jeff.

Feel it too, that's what they're telling us

33 minutes ago


@Michael It feels more like a disappointing quarter and closer to my earlier fears of cut rate funding again.

Hope I'm wrong and the optimistic projections military orders beefing up cash occurs.

Unboxing for Business - Focals by North (new smart glasses from rebrande...

Augmented reality glasses could help us look at our phones less...(They use what appears to be Ralph Osterhout's Ring Concept as a controller. Intel also participated in North's funding)

https://www.vox.com/the-goods/2018/10/23/17989274/thalmic-labs-north-ar-glasses-focals-amazon-startup

Wednesday, October 24, 2018

The US Army Wants the F-35 for Close Air Support

https://defensemaven.io/warriormaven/air/the-us-army-wants-the-f-35-Pf5miV7yF0eD2QtsL2lrLA/

little bit interesting. LUCI & Hades Canyon

Intel: 90% of 5G data will be video, but AR gaming and VR will grow

https://venturebeat.com/2018/10/11/intel-90-of-5g-data-will-be-video-but-ar-gaming-and-vr-will-grow/

Introducing Focals by North (Partly funded by Amazon Alexa Fund)

I can sympathize with both sides. They are bound by NDAs in some cases and the military can be a National Security issue.

OTOH Elbit Skylens is a commercial venture. XMReality seems established in their Remote Guidance efforts. I believe Blaze was a shiny object to keep a little interest up. VR looks like it's some time off. Sculley has a CEO's ability to say things with confidence but surety is not the tail that wags the dog. He has been wrong in forecasting and timelines. Yeah, I thought he lived in NY but if he's in Cali that's closer to the Valley. That makes sense. Someday in Jerusalem. Jim we are pretty good at finding corners and borders of the jigsaw. You fill in the center pieces. We are grateful.

Saturday, October 20, 2018

Resembles Skylens, Hololens, XMReality. Form is definitely following function

CES 2018 Highlight: A Faster Route To Augmented Reality (last sentence for you consumerphiles)


“We set out to create a reference design that meets the needs of the industrial market first,” Braddom says. “Something that our customers could adopt and build upon to shorten time to market and dramatically lower development costs. With the Flex AR reference design, we can often cut their development costs in half depending on which reference design features they use.” 
Work, not play, is perhaps the bigger market for Flex AR reference design based devices. A technician wearing a headset created from the platform can, for example, service a machine under the guidance of an expert mechanic thousands of miles away who can see and hear the trouble as clearly as the technician standing in front of the equipment. Additionally, the headset can be controlled with gestures, voice or Bluetooth accessories, allowing flexibility for input and control in the field.
Flex used the expertise it has gained from working across twelve different industries to create this AR reference design. For example, thermal analysis gained from designing wearables helped us create a comfortable HMD that does not get too hot. Experience with high-speed signal analysis from designing servers helped us figure out how to divide the system into two pieces - HMD and EPU – and pass signals, video and sound over a standard USB-C cable. Customers from multiple industries are talking with Flex about how to use the platform for applications in different markets, such as surgical AR glasses for the medical technology industry. While the AR reference design is initially targeted at industrial markets, the technology platform has broad application for consumer devices down the road. 

Friday, October 19, 2018

We never got around to barking under this tree. Very Stealthy. Needed too peel a few more layers of the Onion. but there it is...

There was just a substantial number of challenges. If you look at all the disciplines needed to make a pair of AR glasses these days, you need not only optical mechanical engineers and optical designers, but you need people that understand eye glasses and people that understand the ergonomics of putting something on your head. You need advanced thermal simulation capability, high-speed signal analysis and modeling. It requires material science. It's very challenging, in that you need so many disciplines and competencies. And as it becomes more popular, there are customers that are just deciding for the first time that they would like to get into this, and so, for them especially, a reference design can help them get started.

http://smt.iconnect007.com/index.php/article/109508/a-not-so-surprising-focus-for-flex-in-the-xr-realm/109511/?skin=smt

This is the best evidence and advances the case that eMagin and Flextronics and others have collaborated on a microdisplay design that will find its way into the majority of AR/VR/XR/MR HMDs of the near future.Flextronics' (FLEX) Eric Braddom's (VP & General Manager AR&VR) presence on eMagin's Board of Directors (It is the headline on his Linkedin profile) is the icing on the cake. Comment by Andrew Sculley. eMagin 3Q CC 2017

Thanks Jim. This is Actionable Intelligence.

Andrew Sculley: eMagin CEO 3Q 2017 CC

 As you know, we started a next-generation display design for future AR/VR devices earlier this year. While this effort is for our consumer electronics company, we believe that this design will enable us to serve the wider AR/VR market. We already have another company interested in helping us with this display and using it for their own reference design. This will move the display forward faster and result in multiple companies using a common display. Our relatively new Original Design Manufacturing, or ODM, program initiative focuses on this common display design as a means of enabling the reference design and ODM programs of multiple partners in the consumer and enterprise segments. 


Great Resource at Reddit: Top Link to the Right

It must be some kind of an endorsement that the Managing Director of Craig-Hallum Liked AS's Job listing for a Display Architect

Flex AR Solution Silent Demo - AWE 2018

At stake is how quickly the carriers will be able to roll out 5G, which promises a huge jump in speed and responsiveness, and the ability to power other forms of technologies, such as streaming augmented and virtual reality.

As Doylestown PA Goes So Goes the Nation...(They want their 5G and they want it now, Don't you think Dystopian Columbus Ohio Should Get it First?)

That's a thread that connects Apple & LUCI and the notorious Red Herring Prospectus. Although LUCI for now is using Sony displays. For the most part they seem to be keeping busy putting together a sleeker Website.

They will gain prominence if 3-D Experiences outpace VR interest as we await 5G rollout and non-barfing VR content. Thanks Garce for the 5G update.

Skylens (eMagin Displays) looks like it's lost weight & the Ski Goggle Look...

Thursday, October 18, 2018

Fabio Perini S.p.A. Weareable Tutorial (Daqri Glasses)

Sculley is dropping some breadcrumbs in that Linkedin Job Posting. He HAS to know everybody in the Universe that could do that job. There cannot be that many.

 Obviously Chun-Yang-Lu's/Apple Hardware interest is provocative. Also there he is, Mr. Lalet Jose who is eMagin's Man in Singapore who gave us the handful of Blaze Products that somebody actually purchased. I thought he would disappear as that came a cropper. Lalaet still lists eMagin as current employer. Could there be a Flextronics/Singapore connection with Mr. Jose? Is Apple participating in "The Project". It's like a fricking soap opera ain't it?

Garce, you are a Verizon guy. What is the holdup with 5G?

Augmented reality’s vision for manufacturing. No longer the stuff of science fiction, augmented reality is poised to transform manufacturing and even routine engineering

According to Eric Braddom, augmented reality leader at intelligent product services company Flex, using this technology to collaborate with remote experts to troubleshoot issues or provide work instructions using head-mounted displays on the factory floor still faces challenges.
Mr Braddom claims real-world operational requirements are stringent and must meet high standards for safety regulations, toughness, long battery life and allow a full range of vision. Also, while there have been some large-scale deployments in the last 12 months, widespread adoption will need the low latency and network capacity of 5G to become commonplace.

https://www.raconteur.net/manufacturing/augmented-reality-vision-manufacturing

Wednesday, October 17, 2018

golly, a vendor

https://www.macnica.com/americas/products/displays

Nice, this does sound like Flextronics is helping out with "The Project" (See Flex Reference Design Story Below)

"The game is afoot!"

 Note Flex is an ODM
 
As you know, we started a next-generation display design for future AR/VR devices earlier this year. While this effort is for our consumer electronics company, we believe that this design will enable us to serve the wider AR/VR market. We already have another company interested in helping us with this display and using it for their own reference design. This will move the display forward faster and result in multiple companies using a common display. Our relatively new Original Design Manufacturing, or ODM, program initiative focuses on this common display design as a means of enabling the reference design and ODM programs of multiple partners in the consumer and enterprise segments. 
 

Gartner Identifies Immersive Experiences As Among 2019 Technology Trends

https://www.vrfocus.com/2018/10/gartner-identifies-immersive-experiences-as-among-2019-technology-trends/

Google, Intel, Flex et al want to create efficiencies in Healthcare..Google signed a key deal with a $9.5 billion device maker to save healthcare from a 'world of ignorance'

https://www.businessinsider.com/google-cloud-flex-brightinsight-medical-iot-2018-2

FLEX liked this Tweet

Cease Fire is over between Vuzix & MoxsReports on Twitter, Zielier piles on.

Tuesday, October 16, 2018

Pinch me, the GM of AR & VR at a $27 Billion company has a seat on teeny tiny eMagin's Board.

and I saw that Jim, Flexint liked your Tweet. Now be Zielier and beg them to give you a follow back. Kidding.

Oculus Chief Scientist Dives Deep Into the Near Future of AR & VR

https://www.roadtovr.com/oculus-chief-scientist-michael-abrash-future-ar-vr-technology-oculus-connect-5/

Can we have a discount too?

https://www.apple.com/ca/cepp/flextronics/

eMagin has had military guys, money guys, Mort rep, I don't remember ever having a manufacturing guy from such a large company on the Board. What? You think he's there because he's got time on his hands?

Flex Launches Augmented Reality Reference Design for Next Generation Smart Glasses

https://www.prnewswire.com/news-releases/flex-launches-augmented-reality-reference-design-for-next-generation-smart-glasses-300579662.html

Intel and Flex – Enabling Healthcare Innovation at the Edge

https://www.intel.com/content/www/us/en/healthcare-it/solutions/documents/enabling-healthcare-innovation-at-the-edge.html

The corporate headquarters are located in Singapore and administrative in San Jose, California.[4][5][6] The company has manufacturing operations in over 40 countries, totalling approximately 200,000 employees

FLEX

Best Practices for Bringing AR to the Enterprise

Eric "High Volume" Braddom Joins the Board. Leslie Polgar Leaves the Board

Welcome Aboard

http://ir.emagin.com/news-releases/news-release-details/emagin-corporation-announces-new-board-member

and at Heli-Tech

Precision Targeting Systems (eMagin Displays, yeah no more rolling barrages)

Eye-Control Combined Vision HUD from Universal/Elbit

Universal w/Elbit Skylens (eMagin Displays)
http://aviationweek.com/nbaa-2018/eye-control-combined-vision-hud-universalelbit

Jaunt drops VR projects, will focus solely on AR and XR

Saturday, October 13, 2018

Obviously Mr. Rose unless they obtain additional resources they cannot keep 3 balls in the air, military, commercial and consumer.

I am guessing the "new money" for the "new line" is a dedicated line for the first and it appears they are working on a hand-off the the last. The slow development of content, consumer interest and 5G rollout explains the sliding to the right and delay. Anybody see how much the Varjo Headset is selling for?

For those who worry about Magic Leap etal and eMagin is a tool of the military, blah, blah, blah the General 's speech should snap everyone back to priorities and sobriety, first things first...sad reality


Chief of Staff of the Army Gen. Mark A. Milley gives the keynote speech at the Association of the U.S. Army's Annual Meeting and Exposition's Eisenhower Luncheon, Oct. 9, 2018, in Washington, D.C.
1 / 1SHOW CAPTION +
WASHINGTON -- "War is very expensive, but the only thing more expensive than fighting a war is losing a war," said Chief of Staff of the Army Gen. Mark A. Milley.

"War has not gone away," he continued. "It's clear that the faint clouds of a coming storm are on the horizon. It's our duty to be ready today, more lethal tomorrow."

ENHANCED NIGHT VISION GOGGLE – BINOCULAR (ENVG-B) Calendar to Full & Open

Amber w/ green background is color setting of choice
https://asc.army.mil/web/portfolio-item/enhanced-night-vision-goggle-envg-b/

Friday, October 12, 2018

Thursday, October 11, 2018

These guys seem to be getting busier...(anybody seeing a unity in design with these stereoscopic AR HMDs?) eMagin displays in XMReality Glasses

maybe they are partaking in the Commercial resurgence.

https://xmreality.com/product/

Not much interesting in the STE update, sounds like there is a little uncertainty going forward, strong advocacy of the necessity of real world training for live fire for Field Artillery & Small Arms but this S/SVT seems to be the most urgent...Immersive Training for the Infantry - The Soldier/Squad Virtual Trainer

Safran Leaders Detail Future Priorities (Longtime customer with new emphasis on optics)

US Army soon will equip Soldiers with next-generation ENVG-B


Wednesday, October 10, 2018

They can also run full speed while wearing them and not smash the bridge of their nose or compromise vision

yeah, ok

Exhibit B

Exhibit A

Six15 & Vuzix

$1.5 Mil to drop the no-compete? This is an expensive PR. Six15 maybe $500k a year. And that number is going to shrink when the giants, Rockwell, BAE, L-3, Magic Leap, Elbit, Osterhout, Microsoft roll out their hmds. Hype it all you want Vuzix does not fit in that category. Six15 is a old customer but how can they compete? This looks like a typical Vuzix PR,(Wounded Warrior Project?), paying a lot for a little exposure. IMO like Kopin, Vuzix product is the stock...not the tech. If these guys aren't in the mix now they never will be.

Elbit’s Horowitz Details AUSA Priorities

The ENVG-Bs are up the stairs above Miller's and Vago's Heads.

And whadda you know? The Army finds $35 Billion in their sock drawer..Chief: This is how the Army must prepare for tomorrow’s wars

this sounds like "resurgence" to me:

As he enters his fourth year as the Army’s top general, Army Chief of Staff Gen. Mark Milley continues to push for a more ready, lethal and focused force, one that’s always training for the next fight.
This includes pushing ahead on key modernization efforts to make sure soldiers have the best equipment the Army can provide.
"It's the infantry, still today, that suffers 70 to 80 percent of the casualties. I want those kids to have the best, bar none, with nothing held back," Milley said. "We owe it to them."


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