Woodshedder

Is Microvision Ready For a Big Fall?

Alice, which competing tech company do you work for? Or, which IB are you employed by? You mention you work in the investment community. Also, what is your position in MVIS? Let me guess, you have no position ;).

Again, I submit to you: which laser companies have you spoken to, and who is the senior technologist? This is really an issue as I could easily log in here under a new id and say that I spoke with a laser company's chief technologist and that the laser is ready for production.

Your argument "The problem is not in the PicoP, it is in the green laser, MVIS is pushing this too early so I believe they will not be the ones who bring such a projector to market." is illogical. I'm trying to determine how a company that is pushing a product to be the first will not be the first because they are pushing the product development.

Please, since you are approached all the time by competing "players" do tell us which competitor has a product at a similar size as the Pico P and that will run on 1.5 watts. Then, I would appreciate hearing which company your fund or IB is backing.

Is Microvision Ready For a Big Fall?

Alice, if the green laser is not ready, how come the demo looks good?

Also, what is the name of the senior technologist, and what is the name of the company?

What qualifies you to have access to such a person?

Is Microvision Ready For a Big Fall?

Jackie, I did not comment on the "Company and its technology." I simply commented on the warrants and institutional interest. Whether its stupid or not to call warrants is certainly up for debate. Again, I didn't debate that. I simply highlighted that our anonymous hedgie stated they would be called "this week." Strange that someone working for a hedge fund could state unequivocally when warrants would be called, don't you agree?

Secondly, you are comparing apples to cumquats (excuse the spelling), but the pun is intended, as you will see. Lets consider NTRI. Had there been diet plans before NTRI? Certainly. Lets consider Apple. Has there been cell phones before the i-phone? How about google? Were there search engines before GOOG?

I'm curious how you can safely make a statement such as "with a product that so far, no one seems to want." This product, a miniaturized laser capable of fitting in a cell phone and providing a wide-screen viewing experience has never been marketed before. Of course, how could anyone "want" it when it has yet to be offered. A better argument would be, "What makes you think MVIS is going to succeed in getting a product to market in which previous companies have failed." But you didn't use that one. Regardless, it is faulty logic to assume that since others have failed, so will MVIS.

Is Microvision Ready For a Big Fall?

Boy oh boy, anonymous hedgie is aiming to create some fear, uncertainty, and doubt. At least his attempt to drive down the share price is obvious. One must appreciate honesty. There are two problems that I see, after only a cursory read. First, there are no guarantees the warrants will be called. The article states that they will be called "this week." Second, in his biased view point, if the warrants are called, he feels the dilution will sink the stock. What I have heard is that institutional interest is so strong that they cannot get enough shares without driving up the price. It is therefore just as probable that any new shares will be welcomed as it allows new investors to get in during the liquidity.

As you speculate, so do I. Could you be one of the original holders who thought you would get paid in stock (so you could cover) and are now being paid in cash?