You just got it purdy, same products and all going to Sony and nobody knows if we get a dime or a dollar a unit. Add to the fact that Sony may be doing all the manufacturing themselves after the mess up in Sept. Would you rely on a nickle/dime outfit to do volume production after the first time miss? Wonder what it cost Sony in money and reputation?
They already got us on the cheap. Why buy now when they own the tech for 8 years? If shareholders are disappointed with the deal, once it is known, the pps will not sky rocket and drift in a range. It will go up for sure, but Sony will have a lot of time to understand the potential once sales get started and they see the demand. MVIS will stay an easy target for them. As you can see by the pps recent moves in spite of the best CES we have ever seen for the tech, the jury is still out. Nobody is convinced yet. Time will tell, and it won't be long, one way or the other. Revenues have to be good. I see the estimates, but I am waiting and watching for the proof that Tokman can deliver on that side, and I'm not alone.
Forget possibilities Geo, we need to see another licensee or two to convince me that Tokman didn't sell the company for 8M and chump change. We need that and another order to convince the market that we are still independent and can challenge anybody in the arena with us. This pps is going south without confirmation that Sony doesn't own us and that we get a good royalty for each unit.
Let me guess Bull. Is it because the tech belongs to Sony now by virtue of Tokman's negotiating skills? Perhaps everybody goes to Sony now for all things Picop. I am encouraged by the fact that so many advancements are being shown at CES in Picop, they are much further ahead than I thought. Without really knowing what Tokman has negotiated for us long shareholders the pps will continue to drop. I think April will be the first payday for us as revenue will be decent.
On the other hand, I feel that the lack of a follow on order from Sony is a sign that they have decided to make their own components. Reasons are that they can control the quality and it would be cheaper. I'm not sure that I would go back to MVIS after they screwed up the first large order and depend on a small company for mass production of critical components. I know it was a sub, but the contract was with us and all delays are on our shoulders. I also haven't seen any license agreements outside of Sony which makes me believe what I said above. It is a big concern and will limit the upside in April.
That aside, CES looks great for our tech and exciting going forward. Tokman hasn't done anything to change my mind yet on his abilities as a CEO. Finger pointing never was a good ecxuse for me.
Could be Sony got us on the cheap, ever think of that? We were in pitiful straits at the time and they were in the drivers seat. I'm happy but reserved until I see what the deal is all about. Lots of time to celebrate later if Tokman has pulled off a great deal. Not at all unhappy with it, but waiting until I see more chips on the table so I can see how much of it is ours.
Looks to me like there is a lot of tech being shown that may well turn out to be ours. Give it some more time Bull. After all we have given it several years up to now. I am going on the broken clock theory and Tokman is due for one....just once would be good enough if it were the right name. Haven't seen Apple or Sammy show anything like the littler guys yet and I can't see them sitting on the sidelines much longer. I concur that I would like to see Tokman step down and let someone else run the business end. I do agree he is holding us back.
Not one of my Doctor neighbors are against the new laws. All agree it was needed. This is the good ole' USA and if it proves to be wrong we can and will change it. Stop whining and give it time.
Any place Sony thinks they can make a buck is alright with me Bull. Taking all I can get at this point.
"NDA's are killing MVIS pps", bull. The management is killing the pps. Silence when there is soo much to reveal without violating the NDA's. Tokman is too cautious and doesn't want to make a mistake at this point. Plenty to talk about when it comes to this tech and our advancements with world class partners and our achievements in the tech arena.
You think there is a role somewhere in there for Tokman and Company? You have the ability to help yourself and yet you remain silent, go figure.