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Tuesday, December 18, 2018

So little companies jockeying for position. Kopin's big buddies, Lenovo, China, Realware, Canada, Google (if GG is real and Kopin) they have no loyalties. Just NVIS on the military side, who knows about the future of their Armor Trainer. In time Elbit owns that anyway. eMagin is way ahead with a sure customer base in US, Europe, India so heightening tensions between rivals accrues to their benefit.

It doesn't look like K can talk their way out of their position. They make a lot of noise but they can be tossed. Fraunhofer/Research and Microoled will be left standing as a western friendly competitor. That said, who got the SAFRAN Exclusive?...not Microoled, JSF, same. So eMagin can hold it's ground w/ all those top 12 defense primes until VR hits. And Elf will remain on the shelf. Anxious to hear Doc Fan's geo-political take on all this at CES. Accrue some International Relations Credits.
(Thank you Eugene for translating my ramblings into English)

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