A busy couple of days.

I've been hitting the brain-trust hard, getting opinions from various other people and discussing mine -- a few things that have stuck out from the last few days.... 

all my own (educated?) opinion....



CLASS 1
I suspect that the class 1 reversion mentioned in the CC is part of a multi-level situation -- not all of the parts are related to each other

A) The issue with China is significant. With relative rapidity a large number of countries decided that they were transferring manufacturing OUT of China. (Mentioned here) -- and this was mentioned during the ASM that some issues with China could pop up and cause problems. This certainly would have the potential of throwing all production into chaos and 

This could cause significant disruptions around multiple supply chains.

• This could rearrange manufacturing priorities.
• I don't know, we don't know, probably no one knows the extent of the rearrangement that will be required because of this.
• Suddenly Foxconn's weird behavior in Wisconsin makes sense... they may have been expecting that something was up and wanted to have a foothold somewhere in the US, just in case

B) It is my impression based on previous PicoP projector releases that Class 2 & 3 laser products needed individual approvals for many different countries they went to. This could be a significant impediment to rapid adoption of the tech across national boundaries

C)  there is some stated improvement in the projector brightness with Class 1 lasers.... (related to the April 2017 contract partner?)

There is no such thing as a projector that it's safe or comfortable to look into... I do not think that class1/class3 is a long-term impediment.

But what is most important to me is that they can get the most customers this way. (I'm going to watch for it in portable gaming... because this is easy to do in a dimly lit room and is a HUGE market.)  Xbox Scarlett / Sony - Xbox Partnership


Hololens (Augmented Reality)

This has ALWAYS been a CLASS 1 Laser product!!

(allegedly and possibly, in all likelihood using Microvision's near-eye display -- Laser Mems Display.)

I visited the Microsoft Store near the University Of Washington in Seattle this week. I asked to see the Hololens 2.

They didn't have one in the store, but they connected me with someone who attended the build conference and had the "opportunity" to try it.

"Well, how was it??" I asked.
"I didn't get to try it" she replied.
"What?"
"The line was 200 people long to try it. I didn't have time -- people that had tried it absolutely raved about it." she said.

Combine that with the results from Airbus and NASA... I think Microsoft has a problem... a really good one to have. The results with this thing are so fantastic that they're not going to be able to keep up.

If you approach a company with a tool that can improve their efficiency by 10-15% reliably, they're going to be really happy. 97% better? 80% better.... that is a stunning, mind-bending improvement. I'm extremely confident that this will be a run-away success. NASA , Airbus

Given patent flow, I think the next company out the gate is Apple. (remember, Microvision can sell this to whoever they want to once the development is done) 

Also tried these... not great next to Hololens, and we're pretty sure --- same field of view as an iPad mini held at arms length.