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Thursday, December 16, 2021

The niggling thought always returns that they can't seem to get through a Quarter without "unexpected tool downtime". The Supply Chain is constrained enough without complicating delivery schedules, material supply etc and I have a hard time believing as their military biz accelerates that it will work itself out. If they have to meet the demand of a growing backlog maybe the Kaizen Method will work out kinks and the new Engineer and Salterelli will have the Spare Parts and voluntary salary cuts will finally get them to a profitable Quarter...

What we know that's in the Pipeline seems to be outsized to what they are capable of in delivering finished goods. Apropos of nothing except they need help from a Prime, another Line somewhere, mo Fed money. They are still haunting the Halls of Congress lobbying for "All legislation and provisions related to Advanced Displays". Kopin hasn't had to file a Lobbying Disclosure-2 since 2009 and  they supply a few PORs and eMagin has to hire the top defense Lobbyists on K Street to pull on lapels. Any chance these become perfunctory anytime soon? How many PORs do you have to supply before you don't have to take a Congress Critter to Mastro's for Lunch? I don't think being in over 20 Programs of Record is Chopped Liver.

https://lda.senate.gov/filings/public/filing/ee51103d-1653-4f94-955e-6d2a916d3df9/print/


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