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Saturday, January 4, 2020

Chis Kubasik on Harris's Last Call. Again, Tweedledee & Tweedledum. eMagin supplies the displays for ENVG-B, a Night Vision with a AR Overlay that works in tandem with FWS-I which also uses an OLED display...

"I'm sure you can listen to it later tonight. But the funding looks good on both programs. And IVAS, which is a modified Microsoft HoloLens and what we're doing, enhance night vision we believe are in fact complementary. We've had meetings as recently as two weeks ago with the Army, and I think there's -- both programs are clearly supported.
They aligned with their priorities. There's plenty of money for both in the budget. And we're focused on performing and delivering our products on time. I think our first delivery is in August.
I was up there with my team in New Hampshire just several weeks ago, and the new production line looks great. The team is incentivized and motivated. We have the right metrics in place. The supply chain is supporting us.
So we're going to focus on enhanced night vision. We do have some augmented reality capabilities and technology. And the Army -- I think what we do best is listen to our customers, and they want both, and we're supporting. Do they converge down the road in some form? Maybe, but it's a priority, and we're going to perform in our program for the 10,000-plus that are under contract.
And there'll be competition for the remaining 90,000 ENVGs, as you know, over the next couple of years, and we expect to bid and win those and deliver to the Army. So...

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