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Tuesday, August 27, 2019

It's there, but not there.

To the largest part of the market(where the most money is moved,) the idea that Microsoft will make any headway with Hololens is speculative.

I expect we'd hear this if we asked them about it: "We've heard something about it, and saw something once, and... show me. Until then I have paying customers who want to get into UBER."

Microsoft hasn't really made any efforts to move it into the mass market yet.

If you go to their store and look up devices, it's not even listed. (VR and virtual reality are listed) but then you end up on the splash screen below... where Hololens will appear...second -- after Facebook's Oculus Rift. 

Hololens is there, but not really there. If you're going out of your way to find it, you can find it. If you just wait for it to jump in front of you... it's not going to happen. 

In spite of all of the glowing reviews - amazing results and demonstrations - and the huge Military contract for the device, the most popular video about it on YouTube is about.... Minecraft. (Has less than 5 million views... ) The amazing demonstrations of it in use improving productivity are way down the list. (They don't need YouTube to get the word out to people who will employ it that way.)

The idea that Microvision is in the Hololens is secondary speculation. Which in my view both painful and awesome.

We do not have definitive proof that MicroVision's tech is in the Hololens, but there's enough evidence that it could win the court case, and the appeals.

Meanwhile, there are 1.7 billion shares of UBER, trading at $33. It has a market cap of 57 Billion, and loses $3 per share. --- but it's popular, and people like to throw their money into it.

Given the behavior of Microsoft around Hololens.... when they do their media blitz they will get it a lot of attention... and the part of the market where the most money is moved will notice.




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