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Thursday, July 25, 2019

Rhetorical Question. If Company "A" doesn't want a "Partial Stake" they'll have to spin off the "Military side" which for the time being represents 75% of their business. If the SJWs at Microsoft freaked can't imagine the response from the Wrightly Willowleafs in Cupertino. If it comes to that L3 would be a natural beneficiary. If Digital Night Vision is the next step...

their Intensifier Tube business will suffer if IVAS represents advancement from legacy NV. They will need a replacement and the military will need a company that understands how to manage that transition. Kubasik said on the L3 conference call in reference to IVAS that L3 has an "understanding of the military application of AR", words to that effect. He continued "ENVG-B & IVAS look to complement each other". He made it sound very much as if they are an active program thread. Kubasik talks frequently about acquisitions, not Big Programs, missile systems, fighter jets but the smaller ones like the ones eMagin inhabits. FWS, ENVG and IMO IVAS.

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