CC thoughts

I've received several requests for my thoughts about the CC....

The big picture answer is that I have little doubt about how big Microvision is going to be.

As I've made clear before, it's a bleeding-edge company transitioning to a leading edge company, and in those situations timing is always an issue... delays are always possible.

One of the key things in the conference call -- that some will interpret as a negative -- is that the NRE is not necessary. That means the company has done a good job anticipating the needs of OEMS... that's huge to the positive in my view -- and says that one significant situation that COULD cause a delay won't. (They have a destination for engines... if they needed to be adjusted, then they're re-engineer, test again... and possibly find the new thing comes up short... this hurdle has been bypassed.)

They also made clear that products will appear next year.

• They announced a 24 million "black box" contract. That will be revealed sometime between now and mid next year. (it's still a secret)
• They announced a display only contract.
• They have not yet announced whatever is going to happen with the interactive display contract(s?)

So, I expect an interactive display contract announcement very soon

We were also told that once the "black box" project development is complete, that Microvision can sell the results to whomever they want. (As this is the case, it is almost certainly NOT a hardware company: Software, search, social media) prime suspects are Microsoft, Google, Amazon or Facebook.

And... once the tech is in the hands of more than one player, the desire for secrecy will be turned on it's head. When you're the only one, you want to be quiet. When you're in a field of similar players, you want to be as loud as possible..... so I expect a lot of noise about MVIS very soon.

Whether or not dilution is required or a contract or other income shows up before long remains to be seen... but I think the next announcements will come fairly rapidly.