Technology Stocks | Microvision (MVIS)


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To: toby cyr who wrote ()2/4/1997 11:18:00 AM
From: jr   of 7340
 
lots of action, but where's the news? bought on the IPO and still losing

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To: jr who wrote (99)2/4/1997 11:01:00 PM
From: toby cyr   of 7340
 
Dear jr,

Hold this one. You will win. They are in the non earnings phase. When product news gets out, take the ride. The news we are awaiting will reflect a contract for more development or a licensing of completed technology. Later, consumer product licensing will follow.

This is a development company. The development is occuring as we speak. The staff has been doubled. They have millions in cash. (actual cash report due soon as a quarterly report). The company is following a very clear plan in order to conserve capital. They are on track.

When you bought this stock, I hope your decision included patience. There is no product yet. When it is ready, your news will arrive and your stock will begin to reflect present and future earnings.

Don't feel like you lost money. You only lost money if you sell. If this stock really takes off and reaches 10 to 20 times the IPO price, did you lose money? Actual share price at this time is not important. When the win comes, you may be proud to say that you only paid $8. I would. Stock markets often value today. Better to value tomorrow. When tomorrow comes, I intend to hold several thousand shares.

The world will beat a path to Microvision's door. The have control of the necessary patents to benefit in a big way from the VRD. The device is already invented. Microvision does not have to invent it again.

Their task is to get it to the marketplace. By the time they do, they will have spent between 15-30 million dollars. They have already spent about ten million to acquire the rights and to develop the VRD.
It's getting closer. News happens fast.

"Buy the company, not the stock"

Best,

Toby Cyr




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To: Tummus1 who wrote (95)2/5/1997 10:03:00 AM
From: Mike Irving   of 7340
 
TWEST,

MVIS is being bought by Institutions and many other brokrage firms. Dreyfus owns 100,000 shares already. MVIS should have some VERY
exciting news this spring that could fuel even more interest from wall
street.


Mike Irving

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To: Mike Irving who wrote (101)2/5/1997 11:23:00 PM
From: David Rodella   of 7340
 
Have you any idea why institutions have started buying? It seemed as if only Dreyfus bought the stock last year. Seattle institutions are sadly lacking as shareholders.
Also, who are these institutions? Do we know if they are in for the long haul or just reacting to the volume seen over the last week with the hope of a qick profit on technical strength? Is MVIS succeeding in getting the message out to some BIG-money managers?

Regards,
David Rodella

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To: toby cyr who wrote ()2/5/1997 11:58:00 PM
From: David Rodella   of 7340
 
Dear Toby:

I've been brain-storming over potential applications for MVIS VRD technology and would be interested on your feedback - am I just dreaming or could we see some of these reach fruition in the next 3-5 years.

1) Heads up displays for military pilots are clearly high on the agenda but what about the poor old infantry grunt in a foxhole? Right now he has about the same access to tactical information (such as satellite feeds, AWACS radar scans, remote drones, sensors, even orders from HQ)as a WWII infantryman. Tactical HQ is equipped with advanced communications and massive computing power but no efficient method to communicate with every man in a unit.

It seems to me that you could combine current cellular transmission technology (something along the lines of Qualcomm's CDMA) with next generation chip technology (basically the power of 5 pentiums in a single chip) into a Newton sized pocket computer with a microphone for simple voice recognition commands and a MVIS heads-up-display visor for display. Every soldier in a company could be immediately contacted by his officer. Sensors similar to those used by astronauts could automatically transmit medical information back to the unit's medic when a soldier is wounded. Pictures from remote cameras, aircraft, infra-red sensors could be displayed. Maps could be downloaded showing enemy positions and strength, etc, etc, etc.

2. Laptop computers using a VRD would have much longer battery life and you could even work in private on a plane. Nobody can possibly see what you are working on - there's no external display.

3. No more tiny screens for Newton computers, beepers, Nintendo Game-Boys or even that tiny TV in your airplane seat. This technology may have enormously wide applicability.

4. Could an array of these devices be used to create a "Panavision" theatre effect?

Am I just dreaming science fiction stuff or are these real possibilities?

Regards,
David Rodella

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To: David Rodella who wrote (103)2/7/1997 12:25:00 AM
From: wfrazee   of 7340
 
I forsee tremendous potential use of this technology by the military. Imagine this - fighters and bombers taking off, landing and flying the mission while the pilot is somewhere else in the world flying a simulator controlling the aircraft. Or how about a remote controlled tank where the gunner targets from his office ten thousand miles away?

Of course MVIS doesn't have the capital to make these things happen but by gathering the patients the secure licensing revenues from any applications defense contractors want to apply the technology to. In reading the 10Q, I get the impression the company doesn't even want to get into the product and manufacturing business, they want to own the technology and reap the license fees on down the line. I think we are very close to some of that starting to happen; hence the upward movement in the stock price. I have no birdies wispering in my ears but I "think" we'll get announcements of licensing agreements in the near future.

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To: David Rodella who wrote (103)2/9/1997 12:37:00 PM
From: Tony Havelka   of 7340
 
Dear David,

You are right on the mark with respect to identifying all of these possible applications for the VRD. One thing though, current LCD based display devices, such as monoculars, are already used for these types of applications with great success. I hate to throw a wet blanket over such an interesting product (VRD) but maybe one should take a step back and look at all of the product offerings in this area and see how the VRD compares.

I agree with Toby in saying that Microvision is a company of the future. The biggest question as a potential investor, is how FAR in the future will one have to wait before these claims come to fruition.

Best Regards,
Tony Havelka

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To: Tony Havelka who wrote (105)2/10/1997 1:58:00 PM
From: toby cyr   of 7340
 
Dear Tony,

Microvision is fast at work on miniaturizing full color stereo Virtual Retinal Display. This is unique! Microvision's Business Plan includes commercial product partneships.

The screen resolution will be HDTV and better and will be very cost effective for consumer products. The monitor is obsolete. It's just matter of time until this becomes public knowledge.

That's why now is the time to invest. It reminds me of Microsoft in its scope. Licensing a visual operating system to the World at a reasonable price and controlling the standard.

Best,
Toby Cyr

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To: toby cyr who wrote (106)2/10/1997 3:29:00 PM
From: Graham Marshman   of 7340
 
Do you know when they are planned to have a prototype and then when they will have deployable technology ready to go?

Graham

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To: toby cyr who wrote (106)2/10/1997 5:08:00 PM
From: Tony Havelka   of 7340
 
Dear Toby,

Your "faith" in Microvision and the VRD has to be commended! Are you sure you don't work for them? ;) The VRD has been in development for quite a long time now and it doesn't surprise me that they are working on a full color stereo VRD. What does surprise me is how have they solved some of the problems inherent in the types of technology that they are utilizing. Sinusoidal pixel structures and subliharmonic distrortion are problems that products such as the Private Eye have and are not easy things to fix. Granted, the VRD uses different technology but the question is - HOW different is the technology and have they eliminated these problems, which, I might add, were identified back in the HIT Lab days?

Also, at this point, comparing them to Microsoft might be a bit of a stretch. 3DO, on the other, hand might be a bit closer to the mark. I'm a bit more of a pessimist than you are, I'm watching closely but I'm still not buying.

Best Regards,

Tony Havelka

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