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Tuesday, March 26, 2019

The sense of the crowd is to me a real indicator. Apple was all TV yesterday, Ambiguous Signals from Valve, A few references From Influencers that LG & Valve are working together Who Knows From LUCI.

HP, everybody's favorite this week is using large LCD panels. See, Sculley the "Company, presumably Valve, has to know that the market will take off and they won't know until Display Week in May?" How does that make sense? Chicken and egg. The "event will be when they see the display." Ok, great.
We're , in a sense, trapped between the promise and the reality. All these guys speak is Shadow Talk.
The promise is Spatial Computing, all those thing, VR, MR are going to be huge. The big companies are doing this pas de deux, Apple, QQQ, Intel, trying to feel out the market seeking to gain advantage. But these guys  say they have lawyers who have been working these  arrangements out for quite a while now. and...and...and...Just a little bit of clarity. Tired of the allusions. Something in writing. Not "Companies we've heard of". We've heard of every GD company in the world. Don't do a Fan "well I assumed everybody thought Lenovo was a Tier1". You've become good at under promising, how about over delivering.

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