The BIG Picture

Occasionally it's time to review the big picture. Traffic to this blog is up in a very interesting way, and there are new countries of note on the traffic radar. 

When it comes down to it, most of what is posted about Microvision is noise. I end up in a lot of discussions about Microvision with friends and other investors, and I find myself often backing up to the big picture. Too much focus on details leads to giving details more importance than they deserve.


The BIG Picture -- all you need to know

• Most of the people on earth are carrying smartphones and they are getting increasingly powerful. -- they can deliver more data than can be viewed on the small screen that fits in the pocket.
• Everyone who has a smart phone would like the physical size of it to be smaller
•  Everyone who has a smart phone would like the screen to be bigger

Where are we now?

• PicoP is embeddable in a usable smart phone as demonstrated by Qualper.
• Many stockholders have now seen and held this.
• The Qualper phone is a quick sale. 
• There is no way that the Qualper solution isn't visible to large OEMS.
• There are no impediments to mass production.
• Brighter and smaller is in the works.
• Only a tiny number of people in the world are aware of PicoP 
• Huge investing opportunity
• Look how fast Pokemon Go went from (apparently) zero to madness.

Potential Market:

• Last year 1,400,000,000 smartphones were sold world wide.
• 1% penetration of that market would be 14,000,000 unit sales. 
• Smartphones are only part of the potential for MicroVision -- this ignores
• Signage
• Embedded in Tablet Computers
• Pocket computers
• Auto
• Augmented Reality
• 3D laser scanning

Many people who own this stock are FULLY invested -- which results in a lack of upward pressure. Some of us have more invested than "reasonable" people would. I am among those.

...everything else is noise.

The BIG picture:

I try to remain a "big-picture" guy. Rather than worry about details or the next conference call, I look at whether or not the bet I'm making is a worthy bet. If the big picture makes sense, the bumps in the road are simply bumps in the road. A new product having a slower than wished for release, or a supply-chain hiccup is just a new product having growing pains. All new products have them, we only notice them on the new products we care about and pay attention to.

Tablet computers have been out for only a few years. The iPad was first, and it was  released in 2010 to laughter.  The immediate reception by most people was -- wrong. I must admit I was dismissive at first -- but this taught us something about the electronics market that we need to pay close attention to now.

The negative reception to the iPad came from a couple of things: It was a poor replacement for a laptop (missing the lap top computer crowd). It was too big to be as portable as the iPhone. (misses the phone people.)

Steve Jobs himself said that no one would buy a big phone. He was wrong. He was wrong, because they wanted a bigger screen -- and the only way to get a bigger screen was to make a bigger phone.

This picture --- taken in my home in a dim room, on a white wall. My phone is at the bottom, the projected image from a Celluon PicoAir surrounds it.

This is the kind of "larger screen" possible with PicoP. Carrying around this screen? EASY. Put it in your pocket, take it out when you need it. 




There are two things that the mobile user wants and is willing to go out of their way to pay for: more portability -- a smaller form factor -- and a bigger screen. This single fact can eliminate nearly all doubt about this product's potential for success.

More portability and larger screen size are in conflict until you get PicoP. With PicoP, you can put a big screen in your pocket. 

There are other portable projectors, but their power consumption, contrast ratios and required focus wheels render them impractical for truly portable operation. 

Which means, ultimately, that mobile companies have to use PicoP. It's the best solution.

What's the size of the market? 1.4 BILLION smartphones were sold last year. I remember working potential numbers with a friend once, and asked, so, how many of the smartphones in the world do you think will get this. "ALL of them" was his quick answer. People who see this, think it's going to be all of them -- or at least most of them. I've run my price target estimations based on 10% of cellphones, and the price target for this stock gets so high it seems like it might be crazy. Granted there are some guesses in that calculation, but they're educated guesses. (Valuations Page)

Is MicroVision positioned for growth? Partnering with two companies who make components for smart phones around the world, is a great place to be.

Stay focused on the big picture. We're very close.

Why PicoP? Because this
Why Mobile Companies MUST use PicoP

RoBoHon

And when you can get into something as cool as this -- where are the limits, really?