Needham has been issuing positive reports on ESIO for past couple years (if not upgrades). They were obviously way too early. But ESIO could finally be in a whole new product cycle now. You own it? I think I even show a profit in it after today.
shrewd, I'm curious why you have such a negative view on XCOM. It's a micro venture-stage company with just three months of trading in a very rough market. Strong volatility on downside is not any big surprise at this point. Some might even consider this a rather nice opportunity. The fact that they chose to go public does not mean management wants to "sell it off". In fact, from what I read, they don't intend to take out any of the proceeds (I'm not including salaries). This is pretty interesting technology. They might have something very significant here.
Hi haschultz. Happy Monday. I'm sure you have golf on the schedule today!
Curious how you arrive at KOPN as the best idea for the optical end of this soon-to-explode sector. Your KOPN event list above doesn't seem all that persuasive. Of course you mention HIMX and indeed they may have the undisputed lead in creating the optics for VR & AR. But why do you think that KOPN has any more of an inside track than EMAN or MVIS?
None of these display companies's shares have done well over the past year. They are all losing money. They all seem breathlessly on the cusp of some incredible deal with a big player. And as best I understand it, KOPN has been losing share to EMAN in getting military contracts which is the bread and butter for these guys (not HIMX) until something happens in gaming.
[As an aside, I had lunch yesterday with a noted analyst who said that the best stock to lever the whole VR/AR revolution is actually NVDA. Their stock price seems to sniff that.]