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Tuesday, February 5, 2019

I fluctuate between Lurker, Chouffe and MW. We were conditioned in the past by the lousy corporate governance at eMagin. Before Sculley the information, good or bad spread over Duchess Country like fast flowing lava.

The stock would sink like it was a torpedo amidship or shoot up, roman candle, for an unknown reason. Ah, those were the days. We didn't need any leaks everybody who knew anybody knew Olivier Prache had a stomach ache or the stupid Satella was on the blink. The Yahoo board became the Bitch & Moan Central for employees. Made no bones about it. Don't know what safeguards are in place now or the dire consequences for violating an NDA but times have changed. I agree Lurker that there is nothing to indicate that conditions have changed. They have been good about reporting untoward events. Why is the Market making Sausage now? It seems that the more we see glimmers through the clouds the harder the market wants to turn the crank on the meat grinder. US foundry making wafers. Intel at Session 40. Down payment from manufacturer The stupid red herring prospectus, medical vertical, military business, Analyst says "eMagin has go-to VR display". Read Frank's post at Investor Village on L3 CEO Kubasik talking the size and $$$ attached to ENVG-B. Looking at Army Magazine just arrived. ARES, the AR Sandbox is going to be everywhere and there is a soldier building a topographic map with Hololens. Progress on Synthetic Training Environment. The Defense Hawk in me worries that a big Program could be cancelled. Right there on the Cover is a Headline "No Turning Back" referencing a story on the Cross Functional Team and their rapid work on Modernization and Soldier Lethality. But eMagin investors are all Mets Fans, conditioned to expect the worst. Don's pithy post "When it happens, will we believe it?" (Licensing Deal) That's a hell of a good question. I intend to wait and find out. What a slog.

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