SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Microcap & Penny Stocks : Microvision (MVIS) -- Ignore unavailable to you. Want to Upgrade?


To: vpelt who wrote (3968)1/1/2000 12:48:00 PM
From: CAP  Respond to of 7721
 
Dateline 2000 show.. does anyone have a link to see a replay or to get a transcript? We were involved in out of the house New Years activities and I missed the show :-( Hanging on to the comments of others who saw it and have posted on SI/Yahoo/MVIS club etc etc. Thanks in advance. CAP



To: vpelt who wrote (3968)1/1/2000 3:50:00 PM
From: Obewon  Read Replies (1) | Respond to of 7721
 
Any comparison to QCOM at this point is stupid!

QCOM has an ESTABLISHED technology which is in demand today (Hundreds of millions of units). The company has an established history of operation and making money for shareholders (ie earnings). Their entire business model is built around royalties and production of CDMA chips for cellphone.

Microvision's technology is not established yet, it incredibly complicated, is currently expensive and bulky, and the company and management doesn't have a true operational history.

While I agree that the POTENTIAL is there, the risk offsetting it is also so much higher than QCOM so it should not be valued similarly.

The key to the company is first commercial licensing the VRD/RSD technology which is arguably six months to two years away. If MVIS continues to drive the applications rather than having market participants dream up new applications and drive product development, MVIS will never reach its true potential because it doesn't have the resources to develop all the markets. (Rick R. admitted this - that the company had been spreading its efforts out too widely when a focused effort was needed to bring the technology to the commercial market.)

Was very pleased with the segment (though it was short, I predicted earlier that it was unlikely to be more than 5-10 minutes long). One thing I wish they had mentioned was the display resolution since the overlays seemed a little blurry on TV. Microvision was mentioned/shown several times; once in the dialogue and twice visually (one clip had a caption at bottom saying "Source: Microvision" and then the scene showing the front of the VRD helmet with "Microvision" displayed very legibly on it). I can see why the clip might have led to the cancelling of the WKNI press conference. (Of course, I would not have chosen to cancel the conference, but would have just postponed it - press interest is likely to be somewhat higher after the Dateline segment aired, but what the heck.)

Obewon



To: vpelt who wrote (3968)1/2/2000 9:09:00 AM
From: JDN  Read Replies (1) | Respond to of 7721
 
Dear Vpelt and Obewon: I agree with Obewons comments in general which is why I have merely been slowly acquiring rather than rush pell mell into this stock. However, what has not been clear in my mind from the beginning is this: Do we or do we not have clear patented rights to the VRD technology?
I was well aware of QCOM when it was $20 a share but failed to take the oportunity as there was court case going on with ERICY over the technology. I honestly thought ERICY would win and without that patented technolgy QCOM was worthless IMHO as they were not profitable in their basic manufacturing that Obewon talks of. I was wrong on that account, dont think my Ego would allow my to survive being wrong AGAIN!!
IF, we have clear ownership of the technology then I think its only a matter of time until this stock has the capability of becoming another qcom type stock. IF NOT, that is an entirely different story. May still yield nice profits but not OBSCENE ones. I always like the Obscene. haha. JDN