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Microcap & Penny Stocks : Microvision (MVIS) -- Ignore unavailable to you. Want to Upgrade?

To: Steve who wrote (4509)	3/26/2000 8:54:00 PM
From: mark calder	Read Replies (1) \| Respond to of 7720

In my opinion they already are swimming with sharks. One of the brilliant moves the management has made IMHO is to pick only industry leaders as partners for each product platform. Consistently they have attracted the best in each of these respective fields. This strategy is brilliant for a number of reasons, one, it spreads the vested interest among its partners. The deeper these partners get (financially) they are more likely to help protect "their" portion of the IP portfolio. Second, no one partner has a large percentage of the whole pie. In a way it reminds me of a Kansas land auction, where two bankers fight each other for the right to purchase. The landowner is the real winner. From the Demo, last year, I had a very good time talking to Andrew Lee, VP Marketing. He did not mention specific names but he described ongoing negotiations with a "large" medical company. He stated that the prospective partner was ready to sign on the dotted line, but wanted the whole medical market, even though they had no previous experience in areas outside of their expertise. His comment to me was that they would probably divide the medical segment amongst 3 or 4 major players and that ongoing negotiations with these other players were putting pressure on the others to come to the table. They have proven that technology has ruled in these deals, witness the fact that Boeing is the subcontractor to Microvision on VCOP. This is the reason why I believe this company can swim with the sharks.