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eMagin Corp. Message Board

admiral0721 4 posts  |  Last Activity: Mar 16, 2015 10:52 AM Member since: Oct 11, 2012
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  • Reply to

    Analyst View

    by admiral0721 Mar 13, 2015 11:34 AM
    admiral0721 admiral0721 Mar 16, 2015 10:52 AM Flag

    Sorry Zero - I was traveling over the weekend - more detail around the two analyst reports from Friday

    Wainwright Summary
    "Obvious opportunity well lit. Aside from the optic word play, eMagin has what we believe to be an exciting position as the leader in OLED micro displays. Pushing OLED technology to new
    levels meets strict military requirements while both the consumer and enterprise A/R and V/R markets appear to be warming up driven in part by the Oculus purchase and the Google Glass product. We don't see a change in this trend, and management made a point to present a thorough update of its own, gaming targeted, new immersive head-mounted display (IHMD) that
    is nearing design completion and could be presented more broadly to partners, manufacturers, and customers near term. Conducted with a partner, eMagin's focus group interview feedback suggested
    increasing the field of view (now 100° on the vertical) while the product's existing resolution and size/weight characteristics appear to be above leading market contenders. Meanwhile, the military
    continues to demand displays meet excruciating specifications yet funding that development investment."

    Oppenheimer Summary
    "While eMagin's 4Q14 earnings missed Street expectations (a $0.07 loss vs. the Street's -$0.04), we continue to see steps in the right direction toward the production of a consumer-facing product. EMAN's OLED technology offers VR makers significant size, weight, power, and contrast
    advantages over LED and LCOS competition, while brightness levels (now up to 7,000 nits for color displays) puts EMAN ahead of OLED competition. With further production yield and efficiency upgrades expected in 2015, we are optimistic, but it is still too early to gain any visibility."

  • admiral0721 by admiral0721 Mar 13, 2015 11:34 AM Flag

    The two Houses that follow EMAN (H.C. Wainwright and Oppenheimer) both posted - good headlines

    Wainwright - "Expectations Met on Strong Contract Revenue; PT Raise ($4); Reiterate Buy"

    Oppenheimer - "Getting Brighter - EMAN Making Progress" Maintain Perform

  • Reply to

    AR and VR Devices Market to Explode

    by jhm212 Mar 4, 2015 8:10 AM
    admiral0721 admiral0721 Mar 5, 2015 12:54 PM Flag

    Rock - Piper's analyst who covers OLED was Jagadish Iyer - he either left or moved within the company - he's not on the roster of research analysts but his Linked-in Summary says he's still at Piper. Piper still lists EMAN and Universal Display (OLED) on their list of coverage but no analyst is assigned and entry just says "Research Department Investment". Iyer was a big bear on Universal Display before he dropped coverage. OLED is seeing a nice 6% up move today - within a buck of their 52 week high.

  • Reply to

    AR and VR Devices Market to Explode

    by jhm212 Mar 4, 2015 8:10 AM
    admiral0721 admiral0721 Mar 5, 2015 12:07 AM Flag

    Check out Google News tonight - technology section - many different stories on VR with a lot of buzz about HTC's Vive - three YouTube pieces

EMAN
2.44Mar 31 4:05 PMEDT