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****MVIS 2007******

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  6. [verwijderd] 8 oktober 2007 18:41

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    A buyout by MOT makes sense to me. That would checkmate the rest of the OEMs. This still is the one scenario that worries me the most...being bought out and never realizing the amazing stock appreciation we long time shareholders have been expecting. By owning the PicoP Motorola would dominate the cell market. They could either retain exclusivity or sell to the other OEMs. Last winter in Las Vegas at the investor dog and pony show Randy Sprague said he was surprised himself that Microvision had not been bought out. PicoP would give Motorola a real competitor to TIs DLP and an entire new revenue channel. Motorola NEEDS PicoP. Why partner with Microvision only to compete with all the other OEMs that Microvision is going to sell to? Where is my market advantage if I am just one of the many OEMs with PicoP inside? If I were the Motorola CEO I would be looking at this technology very closely with the idea of owning it for myself...and making everyone else come to me. I don't want Nokia, LG, Qualcom, Sony, Ericson etc to all have cell phones on display next to mine at Best Buy with "PicoP Inside"....No, No...Wouldn't be prudent... Unless of course they all had paid a royalty to me for each PicoP. I want to OWN the cell market and "PicoP Inside" (+ROV Inside?) may be my ticket. Let them eat cake. This is not only about money but about POWER.

    So the question to the board is this...Where do you think the final MVIS PPS will go if there is a buyout? 10? 20? 30? More? Could there be a bidding war among several companies? When you pencil out the dollars involved in future revenue the numbers are staggering. I say there is a better than even chance that Microvision will be absorbed into a Major Corporation within the next two years. We are living in a dream world if we think that Microvision will survive as a stand-alone company considering the revenue stream they are capable of producing. PicoP technology is exclusive to Microvision and very highly patented. Entry into this market by a competitor for PicoP is going to be costly and time consuming. Why bother? It would cost a competitor more to develop their own pico projector than just buy Microvision (even at a steep premium)...not to mention YEARS to develop.

    Just give me $50/shr and let me get on with my life ....2008 is going to be very interesting.

  9. [verwijderd] 8 oktober 2007 20:40

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    Gebruik je mobieltje eens als projector
    Geplaatst op 7 oktober 2007 om 14:43:22 uur.
    Inderdaad, je leest het goed. De nieuwste gagdet op het mobieltje is de project functionaliteit. Waarom ook niet? Het past toch goed naast de andere functionaliteiten e-mail, internet, TV, GPS, foto- en videocamera, radio via satelliet... Texas Instruments is het bedrijf dat met die nieuwe functie uitpakt! Ze zouden de nodige elektronica componenten aanmaken voor in de mobieltjes (DLP Pico-Projection Technology heet hun technologie). Eerder al is er regelmatig over geschreven, maar afgelopen week is het voor de eerste keer aan het publiek getoond, namelijk op het Pepcom event in New York. In de video zie je het toestel in werking. Volgens ooggetuigen staat de kwaliteit nog niet op punt, toch niet in die mate dat het op de markt kan worden verkocht. Maar goed, we weten nu toch al wat waaraan we ons kunnen verwachten. En wie weet, misschien wordt het nog wel een succes...
    Dree
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