Comments on: Beaten Down Stock Pick of the Week: Microvision, Inc. (MVIS) http://www.candidcritic.com/beaten-down-stock-pick-of-the-week-microvision-inc-mvis/2006/06/30/ Reviews and commentary on movies, music, stocks, sports, and more... Sun, 31 May 2009 11:47:11 -0400 http://wordpress.org/?v=2.8.6 hourly 1 By: Stock Picks Update - IMAX Shocker at CandidCritic.com http://www.candidcritic.com/beaten-down-stock-pick-of-the-week-microvision-inc-mvis/2006/06/30/comment-page-1/#comment-181 Stock Picks Update - IMAX Shocker at CandidCritic.com Sun, 10 Sep 2006 14:58:55 +0000 http://candidcritic.com/beaten-down-stock-pick-of-the-week-microvision-inc-mvis/2006/06/30/#comment-181 [...] Microvision, Inc (MVIS) Recommended on June 30 at a share price of $1.93.  The stock closed Friday at $1.58, down 18%. Share and Enjoy:These icons link to social bookmarking sites where readers can share and discover new web pages. [...] [...] Microvision, Inc (MVIS) Recommended on June 30 at a share price of $1.93.  The stock closed Friday at $1.58, down 18%. Share and Enjoy:These icons link to social bookmarking sites where readers can share and discover new web pages. [...]

]]> By: Anonymous http://www.candidcritic.com/beaten-down-stock-pick-of-the-week-microvision-inc-mvis/2006/06/30/comment-page-1/#comment-60 Anonymous Thu, 06 Jul 2006 06:41:07 +0000 http://candidcritic.com/beaten-down-stock-pick-of-the-week-microvision-inc-mvis/2006/06/30/#comment-60 Is there a chance that MVIS could be an acquisition target? does their 10 years of experience with this technology make them a valuable target to a larger vendor that might want to enter this space? i think that at some point, heads-up displays are going to catch on, the question is: will it build on this technology or come from a different directoin? MVIS market cap has never been this low (48M), and at some point wouldn't it be cheap enough for someone to gobble up instead of let it die? Is there a chance that MVIS could be an acquisition target? does their 10 years of experience with this technology make them a valuable target to a larger vendor that might want to enter this space? i think that at some point, heads-up displays are going to catch on, the question is: will it build on this technology or come from a different directoin?

MVIS market cap has never been this low (48M), and at some point wouldn’t it be cheap enough for someone to gobble up instead of let it die?

]]> By: admin http://www.candidcritic.com/beaten-down-stock-pick-of-the-week-microvision-inc-mvis/2006/06/30/comment-page-1/#comment-58 admin Tue, 04 Jul 2006 18:41:48 +0000 http://candidcritic.com/beaten-down-stock-pick-of-the-week-microvision-inc-mvis/2006/06/30/#comment-58 thanks Izrtech. All good points, and great to get a perspective from someone who used to be on the inside. This is definitely a high risk stock, and your comments help illustrate why :) A few points. 1) "1. Your article says the Nomad is full color. It’s not. All versions are red only." Correct -- the current version is red-only but the color version is amazing but not mobile -- and work is being done to shrink it down to fit in the mobile Nomad version. I updated the blog post to reflect that -- thanks. 2) re: management. They have really been weak and have been misguided as of late. That must change for this company to have any shot. I do like the addion of <a href="http://biz.yahoo.com/bw/060612/20060612005512.html?.v=1">Jeanette Horan to the board.</a> Hopefully they'll get more product focused soon as she is currently Vice President, Worldwide Information Management Development and General Manager, IBM Silicon Valley Laboratory. Given IBM's focus on mobile computing, I see this as a big validator of the MVIS tech. cheers. thanks Izrtech. All good points, and great to get a perspective from someone who used to be on the inside.

This is definitely a high risk stock, and your comments help illustrate why :)

A few points.

1) “1. Your article says the Nomad is full color. It’s not. All versions are red only.” Correct — the current version is red-only but the color version is amazing but not mobile — and work is being done to shrink it down to fit in the mobile Nomad version. I updated the blog post to reflect that — thanks.

2) re: management. They have really been weak and have been misguided as of late. That must change for this company to have any shot.

I do like the addion of Jeanette Horan to the board. Hopefully they’ll get more product focused soon as she is currently Vice President, Worldwide Information Management Development and General Manager, IBM Silicon Valley Laboratory. Given IBM’s focus on mobile computing, I see this as a big validator of the MVIS tech.

cheers.

]]> By: lzrtech http://www.candidcritic.com/beaten-down-stock-pick-of-the-week-microvision-inc-mvis/2006/06/30/comment-page-1/#comment-56 lzrtech Tue, 04 Jul 2006 03:25:10 +0000 http://candidcritic.com/beaten-down-stock-pick-of-the-week-microvision-inc-mvis/2006/06/30/#comment-56 Hey Pick of the Week, I saw your article on Microvision. I worked there for several years and still follow it. You would want to do some serious analysis before throwing money at this company. 1. Your article says the Nomad is full color. It's not. All versions are red only. Nomad ND2500 Military version: Display Color Monochrome red 658 nm 0/-4 nm at 25°C, Grey Levels 32 shades of grey (i.e. brightness level of red). They have red laser diodes and blue laser diodes. They are waiting for green laser diodes. The smart money says they will be out of business before the wait is over. 2. The full color displays are not mobile. They are designed for cockpit displays and pull 1000s of watts. They do put out a stunning, realistic, full color picture. They are good for viewing tv/movies, gaming or computer displays. But they go for about to $100G. I'd love to have one. 3. This company does not 'develop products that are a generation ahead of anything we have now in LCD, CRT, or Plasma with a focus on portability and mobility.' They have spent over a decade trying to develop a product. 4.This company has lost more engineering talent just due to disillusionment than any other company I know. John Lewis wrote the article in IEEE Spectrum. He now works at Microsoft. 5.One of their biggest problems is that they can show a really good display. They get interest and they get investment. It has kept them from having to really produce the goods. For the first 10 years they were run by a couple of non technical marketers who didn't understand that the technology wasn't finished. They would say anything to raise money. Rick Rutkowsky is out. Stephen Willey is still there. The old CFO is out. The new CEO has little time to turn things around. 6. The technology is just a display component. To be useful in those applications you described, a complete hardware and software system would have to be developed. They have never been able to interest any systems integrator in their technology. Just a little 'heads up' about displays. I loved my time there, but they don't have a culture of quality and engineering excellence. All hands are bailing as fast as they can. Keep in touch, lzrtech Hey Pick of the Week,
I saw your article on Microvision. I worked there for several years and still follow it. You would want to do some serious analysis before throwing money at this company.
1. Your article says the Nomad is full color. It’s not. All versions are red only.
Nomad ND2500 Military version:
Display Color Monochrome red 658 nm 0/-4 nm at 25°C,
Grey Levels 32 shades of grey (i.e. brightness level of red).
They have red laser diodes and blue laser diodes. They are waiting for green laser diodes. The smart money says they will be out of business before the wait is over.
2. The full color displays are not mobile. They are designed for cockpit displays and pull 1000s of watts. They do put out a stunning, realistic, full color picture. They are good for viewing tv/movies, gaming or computer displays. But they go for about to $100G. I’d love to have one.
3. This company does not ‘develop products that are a generation ahead of anything we have now in LCD, CRT, or Plasma with a focus on portability and mobility.’ They have spent over a decade trying to develop a product.
4.This company has lost more engineering talent just due to disillusionment than any other company I know. John Lewis wrote the article in IEEE Spectrum. He now works at Microsoft.
5.One of their biggest problems is that they can show a really good display. They get interest and they get investment. It has kept them from having to really produce the goods. For the first 10 years they were run by a couple of non technical marketers who didn’t understand that the technology wasn’t finished. They would say anything to raise money. Rick Rutkowsky is out. Stephen Willey is still there. The old CFO is out. The new CEO has little time to turn things around.
6. The technology is just a display component. To be useful in those applications you described, a complete hardware and software system would have to be developed. They have never been able to interest any systems integrator in their technology.
Just a little ‘heads up’ about displays.
I loved my time there, but they don’t have a culture of quality and engineering excellence. All hands are bailing as fast as they can.
Keep in touch,
lzrtech

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