Tuesday, March 17, 2015

Lenovo?

There's a bit of news in this article from Seeking Alpha that could be huge. I have requested confirmation because I am still doubtful that it is real, but it's here. 

THIS ARTICLE HAS CHANGED. I see that as affirming that the LENOVO claim is false.

That in no way diminishes the enormous recent improvements in the visible fundamentals of Microvision.

MicroVision Deja Vu

Summary

  • Recent news should constitute a fundamental change in how investors value Microvision.
  • Validation of the company's technology is similar to a historical event for another company I cover.
  • The two situations are compared and contrasted with an eye towards developing a clearer picture for Microvision valuation going forward.
Whereas other mobile projectors can cost several hundred or even thousands of dollars, Microvision's projector is already being showcased in Lenovo's Yoga 2 Pro tablet, which retails at $470 for the entire device. Comparison to other tablets from Lenovo leads one to believe that the projector is adding well below $100 to the retail price.

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