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Google Inc. Message Board

whattime0000 56 posts  |  Last Activity: 14 hours ago Member since: Jan 18, 2007
  • whattime0000 whattime0000 Aug 25, 2014 10:37 AM Flag

    The patents alone have to be worth 150-200m. Based on the research that I have done it certainly seems that VUZIX is pretty much ahead of everybody in this area AR and VR. Not sure what gives for PPS right now

  • "Browse and select with your eyes" Nokia knew about this technology and that they were developing this since 2009, maybe that's why they sold to MSFT and wil re-invent the smartphone with Vuzix. Paul mentioned that ultimately the glasses could replace the smartphone at Lenovo and at Fox interview.

    NOKIA is not going into the Show Business now. They are ahead of the americans. LMAO MSFT buys a worthless Cell phone division for all that cash?..... How smart is NOKIA, very smart.

  • Reply to

    New google patent

    by oceanicmania Aug 22, 2014 6:58 PM
    whattime0000 whattime0000 Aug 23, 2014 12:20 PM Flag

    MSFT GOOG AAPL surely see Vuzix but are just not making a move right now. I think they are dropping the ball. Unfortunate, becuase you have FB paying probably 5x too much for Occulus and Vuzix is FAR FAR superior in product line, product to market and tech. What are these other guys thinking? These big guys don't have the genius management everyone thinks they havbe, its Poor management. Just means we have to wait for a big buyout or it will come elsewhere. Travers will sell to an overseas company. Nok makes the absolute most sense to me. They dumped their all phone #$%$(great move) to MSFT(bad decision for MSFT) and now have 12B in cash. It could also be Lenovo. However, I think if Sales pop in the net 6 months we will see a Equity stake investment from 1 or maybe even 2 of these big players(SAP, NOK, Lenovo, DTT DOCOMO) USA tech giants dropped the bal and will have pay for it in the long run eventually

  • Once these sales start to pop and production needs ramping an investment decision will be made. Speculation on how much? I suspect that Lenovo will make a 25-30m investment in Vuzix to ramp up production facility capacity at some point. In return Vuzix will give them a 15% interest in the Company Which will instantly value Vuzix at around 150-200M $15-20PPS
    Its just a matter of time. They may also be bought out for 386m or any other higher amount depending on the buyers vision. In either case, this is an incredibly juicy level to be in at

    Sentiment: Strong Buy

  • whattime0000 by whattime0000 Aug 20, 2014 8:12 PM Flag

    It certainly seems like Vuzix is in higher demand and more popular over seas. FB Japan has 6x the likes on it than USA page. So we have deals with NOK, Lenovo, SAP, DTT Docomo but Where are the american innovative companies? They are dropping the ball. FB buys Occulus #$%$ for $2B meanwhile Vuzix has better tech and more diverse products plus product ready to sell. Google glass is 10 years behind Vuzi.... Plus with patents, Ha, they gonna have to pay Vuzi alot.... USA companies.... dropping the ball

    Sentiment: Strong Buy

  • Reply to

    Message at Vuzix Japan Face Book

    by frankenberrylives Aug 20, 2014 8:07 AM
    whattime0000 whattime0000 Aug 20, 2014 8:07 PM Flag

    If it was inaccurate it would not have been up and still up. However, it makes me want to hold my shares even tighter cux they are not a pump machine. They are doing this and letting it grow organically. Be that as it may, I would have liked a little press release... sales of the M100 white have been sold out but production resumes. This isnt too hard.....

  • Reply to

    That Article Was Excellent

    by southshoretrader Aug 19, 2014 10:08 AM
    whattime0000 whattime0000 Aug 19, 2014 3:02 PM Flag

    Its still early lol 30m market cap. When this runs u wont be able to chase it. Its gonna be a fast move. It should be worth 100-200m on Patents alone.

  • Reply to

    These Numbers Are Absolutely Fantastic!!

    by southshoretrader Aug 14, 2014 9:27 PM
    whattime0000 whattime0000 Aug 17, 2014 12:00 PM Flag

    They are definitely moving in right direction. Now With the Lenovo partnership sales rev should surge and the PPS will rise quickly along with it. The next 6 months will be pretty exciting.
    Also, what I really like is that Vuzi is focusing on industrial use and prosumer. This is the smartest way to play this new tech right now. They have the inside track, these will sell like water in China Factories

    Sentiment: Strong Buy

  • Reply to

    2nd quarter filling 10k

    by frankueberbein Aug 14, 2014 4:34 PM
    whattime0000 whattime0000 Aug 15, 2014 1:59 PM Flag

    Its really great news. What I try to get my head around is FB bought Occulus for 2B.. Its seems quite Obvious that Vuzix has more potential with already product to market as well. What would a buyer pay for VUZIX? Travers and Grant own about 2.5M Shares of the 9M out there. What is to stop a company from a Hostile takeover by just buying up tons of shares? Better than paying 2 or 3 Billion? thoughts?

  • Your frustration is understandable, especially after sitting in VUZI for 11 months. The past year has, indeed, been the roughest one for the company, in my opinion. But let me make my case for NOT moving on just yet.

    It is NOT the warrants that is the problem. The problem is the lack of sales. If you look at the historic PPS, Vuzix has always traded at market capacity of about 10x of its annual revenue. It used to trade higher in the past simply because the company's revenue was higher prior to selling off the military branch. In 2013, the revenue was about $2.5M, and our current market capacity is about 10x that. Moreover, if you look across the sector, 10x the annual revenue seems to be what the market is willing to pay for the idea of wearable technology (KOPN is one example). And I have no problem with this, considering that it is a very generous yet fair evaluation in light of how hot the wearables are right now. So it is not the warrants, the problem is that serious investors are not willing to pay more than 10x of the company's annual revenue for the shares, because if they were - all warrants would gradually be absorbed at higher prices instead of us being stuck in $2.50-$2.80 channel. So, we have established that it is the revenue that is holding the company back. Now what makes me think that the revenue will be going up sharply starting 3rd and 4th quarters this year? Two things:

    1) V720 coming out in a month or two, at this point most likely with Lenovo powerful marketing to back it up. Read the early reviews here:

    Why do I think it will be successful? Because 3,331 people have recently essentially donated their money to a similar Kickstarter project that is not even guaranteed to ever come to life. Common folks like you and I have put together over $1,500,000 to see this project come to life. And THIS is what makes me think that there will be demand for V720, especially if Lenovo's marketing team puts a powerful spin on it. Even if it were only those 3,331 folks who bought V720 at $799, that would already DOUBLE Vuzix's annual revenue, and thus the PPS (remember, the market is willing to pay up to 10x the annual revenue with Vuzix).

    2) Chinese sales of M-100 will start pouring in come September. Do you really think that Vuzix, with Lenovo's immense resourse at its side, will not manage in one year to sell some 3000 pairs of their industrially-focused product in the most industrially-focused country in the world? And if they do sell even measly 3000 pairs, well here doubles the revenue, and here doubles the PPS. It's that simple.

    Finally, like you said, why not sell now, use the money elsewhere, and come back before the release of the fourth quarter results in March? Waveguide smart-glass inserts - that's why! I expect them to be revealed at CES on January 6-9 2015, and the potential there is difficult to overestimate. It is a buyout bait! As much as I like to joke about early retirement with Vuzix, if you think about $2B Oculus buyout -- no revenue whatsoever and 1 patent -- it is not out of the realm of possibility. Vuzix is at a mere $27M market capacity right now! Nokia-partnered waveguide glasses or inserts may put Vuzix 10 steps ahead of everyone else in the industry, and a huge takeover may happen at any day. This is why I am reluctant to let go of my shares for even a day, much less until we start seeing the increase in sales. To take my money and make some measly 10% using it somewhere else for the next six months, in exchange for risking to miss out on 10x+ buyout? No, thank you.

    So this is my case. Take it or leave it. But I am sitting on 50K shares right now, and I genuinely believe that Vuzix will either be trading at multiples of today's price one year from now, or become part of a bigger entity all together.

  • Reply to

    What Is Going On Here??!

    by dgtmoney Aug 5, 2014 2:41 PM
    whattime0000 whattime0000 Aug 6, 2014 2:06 AM Flag

    This is a normal situation for a newly emerging tech... Issuing shares warrants etc, Travers seems to be holding on alone as long as he can to hopefully be the next Michael Dell or Larry ellison etc. at some point the train will leave the station. Something will happen that will be the turning point for the market, either a buy out or massive interest in buying up shares. Perhaps it is the OTC label, so they are waiting until numbers and the company are more visible. However, Lenovo, SAP and Nokia are not joke companies, they are multi-billion $ successful world renowned monsters. They are not investing in the Vuzix experience without good reason.

    Sentiment: Strong Buy

  • Reply to

    Travers on FOX business TV on Wednesday

    by frankenberrylives Aug 5, 2014 3:50 PM
    whattime0000 whattime0000 Aug 6, 2014 1:49 AM Flag

    a thumbs down lol, why? sounds like a real warped viewpoint. So they dont want the company to succeed then they are here for what??? Are they short because being short here is comparable to being short apple is 1995. The Risk reward is #$%$ on the short side. maybe go to 0 but maybe go to 100? Just Go away Troll....

  • Reply to

    Some Basic Projections -- Tremendous

    by southshoretrader Jul 25, 2014 10:09 AM
    whattime0000 whattime0000 Jul 25, 2014 4:46 PM Flag

    Vuzix is retardedly undervalued. Just minimal sales volume shows that. The way I see it, the value is going to be realized very soon and it will probably come in bursts. Hold on to your shares tightly...

  • wearable device market will reach US$20.6 billion in 2018, and in China is expected to reach 40 million sales volume and $1.9 billion market scale in 2015. SIMPLY AWESOME NEWS

  • whattime0000 whattime0000 Jul 24, 2014 10:01 AM Flag

    HAHA… If you're short here you may qualify for the dumbest person in the world award. lol

  • Vuzix is worth far more than OCCULUS and the value will be realized very soon now after this deal

    Sentiment: Strong Buy

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