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Wednesday, May 8, 2019

Chouffe, have to admit the "set-up" for the CEO Forum is a bit odd. "Success and Pitfalls." LG Ventures seems to be doing fine. I don't believe that LG has been harmed in any way in their Investment Portfolio. The money represents a drop in the bucket to them. Mr. Dutton (Silvaco) engineered a turnaround at his previous company but Silvaco from all appearances is thriving.

Who does that leave? I don't think Sculley will discuss his failures and successes at Kodak, hope he doesn't make that the centerpiece of his talk.
He'll talk about eMagin. The pitfalls have been many.
Successes few. Any success is alien to people's perception.  From here it doesn't look like a ringing success. Prospects eMagin has, none are widely known. Somebody at SID thought the topic was an appropriate one. LG Ventures can't talk about pitfalls, Silvaco can't. In what sense can Sculley talk about "the success"? Unless between now and the 15th they loosen the grip on "Stealth Mode" and let everybody in on the "skinny." Simply W at one point said, Sculley said he "would stay until the success".

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