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