Microvision displays - demnächst inside... - 500 Beiträge pro Seite

[Michael_III]

heutige Meldung stellt für mich ein Meilenstein dar! Man ist bei MVIS evtl. nur noch Monate davon entfernt, Big Players mit serienreifen Miniaturdisplays zu beliefern. Dass das Interesse groß ist an MVIS-Technologie, sthet ausser zweifel...


Microvision Reports 75% Reduction in Display Module

BOTHELL, Wash., Nov 5, 2002 (BUSINESS WIRE) --

Miniaturization efforts are focused on bringing to market the world`s
first SVGA resolution electronic viewfinder for digital cameras

Microvision (Nasdaq:MVIS), the leader in light scanning technologies for displays and imaging, announced today that it has achieved significant progress in the miniaturization of its unique retinal scanning display (RSD) technology.
On February 11, 2002 the company announced that it had built the world`s first full color SVGA (800 x 600 pixels) display incorporating a tiny, Silicon-based "bi-axial" scanner and just 3 light emitting diodes (LEDs) to target high volume consumer electronics applications, such as electronic viewfinders for digital cameras and high quality displays for mobile phones, PDAs and gaming devices.

The company has successfully reduced the size of the scanner package and the internal electronics and has been able to incorporate smaller optical viewing elements so that Microvision`s current display fits neatly into one palm and occupies a volume approximately one quarter of the size of the display announced just nine months ago.

Microvision also reported that it has recently completed the successful development, testing, and shipping of components of a similar system to a prospective customer who contracted with the company in March to begin definition and prototyping of a consumer electronics product. According to company President Steve Willey, the results were well received and the companies are working to define objectives and timelines for a possible follow on phase of development. The additional miniaturization effort was undertaken in parallel as part of the company`s internal effort.

"Miniaturization of the scanning engine is a key aspect of incorporating Microvision`s display technology into consumer products," offered Willey, "and it will also enable significant enhancements to virtually all of the company`s other display and image capture products. The fact that we can make this kind of progress in such a short time is also solid evidence that we are gaining significant momentum with the technology. We intend to shrink the current package even further over the next several months, but it`s fast approaching the right footprint for certain consumer electronics products."

"We are especially excited about the market opportunity for miniature displays in electronic viewfinders or "EVFs" for digital cameras," Willey added. "Our current prototype is anywhere from 4 to 8 times the resolution of EVF displays currently in the market and features both a broader range of color and better color fidelity. We believe that we are going to be unique in delivering this kind of quality at a cost that is compatible with consumer electronics products such as digital cameras. There has been strong interest in this application from many of the segment leaders because it positively changes the experience of end users, and because it has potentially important implications for how the camera is configured and packaged. In essence, every digital camera with a high fidelity EVF becomes a single lens reflex (SLR) camera only without the complex optics that are traditionally required in an SLR camera. By eliminating the optical viewfinder you also reduce the overall footprint of cameras with higher power zoom lenses making them more compact. These are potentially important developments in the market."

Nick Tredennick, Editor of Gilder Publications` Dynamic Silicon newsletter describes Microvision`s prototype display and its potential application: "(...) Imagine looking into your camera`s viewfinder at an image that looks better than the display on a typical laptop computer. (...) It shows you, in full color, exactly what the camera`s image sensor sees. This is new; there`s no way you can get this level of detail from a film camera`s viewfinder. This points the way to future cameras that let you see the image at its print resolution as you take the picture."

The company says that it intends to target camera manufacturers for the professional and enthusiast or "pro-sumer" segment of the market as an entry point, but believes that with increased volume it can achieve low enough costs to address the mass market for compact digital cameras where the addressable market may exceed 40 million per year by 2005, according to the McLaughlin Consulting Group.

--------------------------------------------------------

Steve Willey fliegt öfters nach Asien... bekanntlich hat MVIS dort mit einer 20 Mrd$- Umsatz- Firma eine Vereinbarung auf dem Gebiet "such as digital cameras".

Aktueller Prototyp scheint besser zu sein als "alles, was auf dem Markt derzeit existiert"

Marktvolumen für die 40$-Displays (target price) gigantisch, nicht nur die läppischen 40 Mio Cameras...

Gewinnmargen für billige Miniaturdisplays sehr hoch.

[Michael_III]

Microvision Reports 74% Increase in Third Quarter Revenue
Tuesday November 12, 4:03 pm ET
Reduces Operating Loss by 36%

BOTHELL, Wash.--(BUSINESS WIRE)--Nov. 12, 2002--Microvision, Inc. (Nasdaq:MVIS - News), a leader in light scanning technologies, today reported financial results for the third quarter of 2002.

ADVERTISEMENT
The company reported revenue of $4.2 million and a loss per share of $.37.

Revenue for the third quarter of 2002 rose 74% to $4.2 million when compared to $2.4 million for the same period in 2001. Revenue for the nine months ended September 30, 2002 was $12.7 million, up 95% when compared to $6.5 million for the same period in 2001. The increased revenue was due primarily to higher contract revenue from both U.S. government and commercial development contracts. The backlog of development contracts and product orders at September 30, 2002 was $4.0 million.

For the three months ended September 30, 2002, Microvision reported a loss from operations of $7.5 million, a 36% improvement when compared to a loss from operations of $11.8 million for the same period in 2001. For the nine months ended September 30, 2002, the company reported a loss from operations of $26.1 million, a 25% improvement when compared to a loss from operations of $34.6 million for the same period in 2001.

For the three months ended September 30, 2002, Microvision reported a consolidated net loss of $5.4 million or $.37 per share compared to a net loss of $8.2 million or $.68 per share for the same period in 2001 and to a consolidated net loss of $6.6 million or $.49 per share for the second quarter of 2002. For the nine months ended September 30, 2002, the company reported a consolidated net loss of $20.3 million or $1.48 per share compared to a net loss of $27.0 million or $2.25 per share for the same period in 2001. Consolidated results include Microvision, Inc. and the company`s subsidiary, Lumera Corporation. For the three months and nine months ended September 30, 2002, the portion of the consolidated loss attributable to Lumera was $235,000 or $.02 per share and $699,000 or $.05 per share, respectively, compared to $341,000 or $.03 per share and $2.9 million or $.24 per share for the three and nine months ended September 30, 2001, respectively.

The company, including Lumera, ended the quarter with $20.5 million in cash, cash equivalents and investment securities.

The company indicated that it expects revenue for the fourth quarter of 2002 to be in the range of $4.5 million to $5.0 million. While fourth quarter revenue is expected to increase from the third quarter of 2002, product sales continue to be impacted by lingering economic weakness, a longer-than-expected sales cycle for the Nomad personal display and later-than-expected deliveries of the Flic bar code scanner. The company indicated that contract revenue continues to be stronger than expected due to increased revenue from commercial partners. The company remains focused on its cash flow and expects to continue lowering its operating loss and cash burn in the fourth quarter.

"We are very pleased that year over year revenue growth continues to be quite strong even though revenue from product sales has been slowed by difficult market conditions and production delays," said Rick Rutkowski, CEO. "We have had good success in continuing to reduce our operating losses and the focus of our business plan continues to be on achieving positive cash flow and profitability while driving growth with innovative and competitive products.

"We will continue to focus on growing product revenue by developing market segments for Nomad, ramping production of Flic, and continuing our development of new customers and channel partners for both products. While revenue from product sales will likely continue to show a degree of variability in the very near term, we are encouraged by an improving outlook for the Nomad personal display going into 2003, and a strong outlook for the Flic bar code scanner.

"We are actively working a number of potential multi-unit orders for the Nomad display, and we believe unit sales will soon begin to reflect the stronger market pull that has been in evidence since late summer. Market development efforts have yielded good results with particular focus on compelling applications in surgical navigation, construction, precision measurement, general aviation and marine navigation applications. Well-defined applications within these market segments have become the central focus of our sales and marketing efforts and are showing real promise for driving early product growth.

"We have recently achieved engineering cost reductions and manufacturing efficiencies that have contributed to our significantly reducing the MSRP for the Nomad display from $12,000 to $6,995. We believe that the dramatically reduced price will be important to gaining momentum in penetrating our target markets and in growing product revenue going forward.

"We are also pleased with the strong response to the Flic bar code scanner and with our continued success in developing a strong distribution channel for the product. The market feedback we have received since we launched the Flic bar code scanner validates our belief that it is well positioned for rapid growth in 2003. We have signed three distribution partners and have received initial orders. We continue to work toward signing one or more OEM distributors. We believe that early production issues are being quickly resolved and that we will begin to ramp production volumes in December. We recently demonstrated a wireless version of Flic using a bluetooth interface and based on strong initial response from prospective customers we expect to add this to the Flic product line in 2003.

"We recently announced that we have reduced the size of the display module by 75% in the last nine months demonstrating that we are gaining significant momentum in developing our scanning technology for applications in high volume markets such as consumer electronics and automotive. We successfully completed the first phase of an important development contract, sponsored by a large Asian partner, to demonstrate feasibility in a consumer product application. We are also seeing strong interest from industry leaders for the potential use of our displays in electronic viewfinders for digital still cameras, which is a large and growing market. We expect to continue our efforts in this area with growing sponsorship from both existing prospective customers and partners. Based on discussions that are currently underway with various potential partners for consumer microdisplays, we are targeting shipping Microvision display engines for consumer products as early as 2004.

"BMW recently showcased our technology in a rear projection entertainment display inside an automobile at a major automotive tradeshow. This was the most recent of three projects conducted for the automaker during the last year. We expect to announce a new contract with an additional automaker very soon and, based on our recent success with BMW, we expect that we will continue to see sponsorship of our automotive display efforts.

"Lumera, which earlier this summer successfully demonstrated a polymer-based 10GHz optical modulator, is working toward extending its contract with the government and we expect to report on that development soon."

--------------------

- Revenues scheinen stabil auch ohne NOMAD (developement contracts)
- NOMAD-Preis wird langsam realistischer
- Flic könnte sichere, aber schwache Einnahmequelle werden
- Kostenkontrolle zeigt sich in sinkenden Ausgaben, sehr positiv! Die operativen Aufgaben scheinen darunter nicht zu leiden.
- ab 2004 MVIS-Microdisplays! D.h., 2005...
- 20 Mio$ Cash reichen für knapp 3 Quartale...
Fazit: MVIS wird überleben, muss sich die nächsten Quartale aber irgendwie durchmogeln. Ein paar Mio shares werden noch ausgegeben werden müssen!

[Michael_III]

Optical Networking Components Developer Lumera Secures $1 Million Government Contract

BOTHELL, Wash.--(BUSINESS WIRE)--Nov. 25, 2002--Optical networking components developer Lumera Corporation, a subsidiary of Microvision, Inc. (Nasdaq:MVIS), has been awarded a contract extension for approximately $1,000,000 from the U.S. government to continue development of new electro-optic polymer materials for the fabrication of prototype wideband optical modulators.

This second stage of the contract is scheduled for completion within 11 months. The government exercised this option to extend a previously announced contract.

Lumera is developing a new generation of unique active and passive components for optical networks that are expected to deliver increased bandwidth at very competitive costs while requiring less power than current devices. The company`s component development is based on proprietary electro-optic polymer materials it developed with its research partners at the University of Washington.

"We are very pleased to develop materials and devices that address this agency`s needs and also have the potential to address large commercial markets for optical signal processing components," said Tom Mino, CEO for Lumera. "This effort is well aligned with our long-term commercial development objectives."

About Lumera:

As a subsidiary of Microvision, Inc., Lumera is a leader in the development of electro-optic devices based on proprietary optical polymers. The company plans to deliver superior and unique component solutions to optical systems suppliers. Lumera plans to supply standard and custom components to systems providers in multiple high-growth product categories. Additional information can be found at Lumera`s Web site at www.lumera.com.

--------------------------------------------

peanuts, hat nichts mit der ursprünglichen Zielsetzung beim Cisco-Deal zu tun

[Michael_III]

Microvision fett im Plus bei hohen Umsätzen, was geht ab?

[Michael_III]

Umsätze die letzten beiden Tage SEHR stark, wenn der aktuelle Widerstand genommen werden kann sind 10$ schnell drin. Was fundamental hinter den gewaltigen Kursanstiegen steckt würde mich interessieren...
Vielleicht sind es aber auch nur short-Eindeckungen. Wenn nicht, steht einem gewaltigen short squeeze nichts im Wege...

[flow_solver]

Hi Michael,

gut dass du einen neuen Thread aufgemacht hast, der alte ist bei mir nicht mehr lesbar. Ich war bei 9 Dollar im Februar ausgestoppt worden und überlege, jetzt nach Überwindung der 5 einzusteigen.

Gruss

[Michael_III]

man kann sich bei Thread die letzten 20 Beiträge ansehen.

Die Umsätze sind gewaltig, allerdings rechne ich nicht mit fundamentalen Hintergründen, um durchbrechende, einen steigenden Kurs rechtfertigende Nachrichten zu generieren wird MVIS noch lange brauchen!

Dass ausgerechnet jetzt die große short-Eindeckung begonnen hat würde mich wundern, schließe ich auch aus.

Eine Manipulation des Kurses nach oben, um bessere Konditionen für eine Finanzierungsrunde zu bekommen, halte ich für möglich. MVIS braucht in den nächsten 2 Monaten definitiv frisches Kapital im 2stelligen Mio-Bereich, bei aktuellem Kurs wären das 2 Mio neue Aktien!!

Nichts desto trotz: einige 100k Aktien wurden bei einem Kurs <10$ geshortet, diese dürften um ihre Gewinne fürchten und sich nun unbedingt eindecken wollen.

Und wer das glückliche Händchen hatte und bei 3 Euro gekauft hat hat mit MVIS seine ersten 100% Gewinn gemacht!

Vielleicht bringen die nächsten Tage ein wenig Aufklärung...we will see

m3

[Michael_III]

Tue 7:10am MVISMicrovision upgraded by Rodman & Renshaw - Briefing.com

MicrovisionMVISRodman & Renshawfrom Mkt Perform
to Mkt Outperform

----------
evtl institutional buying mit anschließendem upgrade?

[Michael_III]

gigantisches Plus und Umsätze, scheinbar aufgrund BusinessWire-Bericht.
Signal für eine anstehende Finanzierungsrunde...
Wie heftig MVIS abgehen kann zeigt der heutige Tag, hätte gerne Daten wie viel Aktien gecovert wurden seitens shorts...
wenn wenig, bekommen die große Probleme was weitere 2stellige MVIS-Kursgewinne bedeuten würde...

[Michael_III]

die Ursache des Anstiegs...

>>DECEMBER 16, 2002

INSIDE WALL STREET

Sharpening Microvision`s Focus

Gene Marcial

INSIDE WALL STREET

Sharpening Microvision`s Focus

Microvision (MVIS ), trading at 5.65 a share, may not stay a micro-cap for long. So say some investors who are excited by the company`s miniaturized optical scanning-and-imaging technology--which has attracted Boeing, Canon, Johnson & Johnson, BMW, and medical-device maker Stryker. They are partners in developing new products--from displays mounted on the helmets of helicopter pilots to miniature opticals in digital cameras and wireless phones. CEO Richard Rutkowski explains that, in a digital camera, Microvision`s scanner can provide a better full-color image in the viewfinder than can be seen on a laptop computer screen. He says this ability to show an image at its print resolution as a photographer snaps a picture will make it the digital camera of the future. Sources say Microvision is set to sign an agreement with Canon for use of Microvision`s technology. Paul Sethi of Vertical Ventures, which owns shares, says the company has yet to make money, but he sees sales rising to $18 million this year and $30 million in 2003. Sethi expects Microvision to post profits in 2004, with sales jumping to $50 million

[Morgagelchel]

bloss nicht auf den Pusher von Micro..... hören Seht wie er mit Macropore daneben lag!!1

[Michael_III]

was die Spatzen schon seit langem von den Dächern pfeifen:
CANON ist der asiatische Partner...

Sources say Microvision is set to sign an agreement with Canon for use of Microvision`s technology

eine Lizenz für MVIS-displays wäre zig Mio$ wert...
allein für Digitalcameras.

in a digital camera, Microvision`s scanner can provide a better full-color image in the viewfinder than can be seen on a laptop computer screen

Wehe wenn die shorts noch nicht kräftig am Eindecken sind... wenn man den Wert seit langem verfolgt kennt man die Dynamik des Aktienkurses - in beide Richtungen!

M_3

[Morgagelchel]

bloss nicht auf den Pusher von Micro..... hören Seht wie er mit Macropore daneben lag!!1





12.11.2002
MacroPore "buy"
Commerzbank

Die Analysten von der Commerzbank stufen die Aktien der MacroPore Biosurgery Inc. (WKN 940682) weiterhin auf "buy" ein und sehen das Kursziel bei 6,10 Euro.

MacroPore Biosurgery habe seine operativen Ergebnisse für das 3. Quartal vorgelegt. Der Umsatz habe sich auf USD 3,3 Mio. belaufen (+136% gegenüber Vorjahr). Der Nettoverlust habe auf USD -1,2 Mio. verringert werden können, nach mehr als USD -2,7 Mio. im gleichen Vorjahreszeitraum. Die Umsatzzahlen und der Nettoverlust seien leicht hinter den Erwartungen von USD 3,7 Mio. bzw. USD -0,7 Mio. der Commerzbank zurückgeblieben. Dennoch sei man weiterhin zuversichtlich, dass das Unternehmen die Commerzbank-Schätzungen für das Gesamtjahr erreichen werde.

Aufgrund der hohen Nachfrage nach seinen Produkten in den Bereichen Wirbelsäule und Orthopädie sowie des zusätzlichen Umsatzes mit Produktlinien aus den Bereichen Muskoloskeletal und Biologics und der erfolgreichen Markteinführung der neuen Zellgewebeprodukte (z.B. Surgi Wrap und Hydrosorb), habe der Umsatz im 3. Quartal um 136% auf USD 3,3 Mio. gesteigert werden können. Der Verlust habe sich um mehr als 56% (ggü. Vorjahr) auf USD -1,2 Mio. netto im 3. Quartal verringert, ohne Einmalbelastungen für Abschreibungen auf Lagerbestände und Anlagen im Zusammenhang mit dem Verkauf der CMF-Produktlinie an Medtronic. Unter Einberechnung der Einmalaufwendungen habe sich der Nettoverlust auf USD -3,0 Mio. belaufen. Historisch betrachtet verzeichne das Unternehmen ein starkes viertes Quartal.

Die MacroPore-Aktie habe in den letzten Monaten eine Outperformance ggü. dem Nemax All-Share aufgewiesen und werde derzeit auf Basis der Schätzungen für 2004e mit einem moderaten EV/Umsatz-Verhältnis von 0,8x und einem KGV von 11x gehandelt. Bei der Commerzbank wird das "buy"-Rating für die MacroPore-Aktie bestätigt.


Die Umsatzzahlen und der Nettoverlust seien leicht hinter den Erwartungen von USD 3,7 Mio. bzw. USD -0,7 Mio. der Commerzbank zurückgeblieben.





13.11.2002
MacroPore noch nicht kaufen
BetaFaktor.info

Vor einer Investition in Aktien der MacroPore Biosurgery Incorporation (WKN 940682) sollten interessierte Anleger nach Meinung der Experten vom Börsenbrief "BetaFaktor.info" eine Kursberuhigung abwarten.

Im dritten Quartal sei der Umsatz um136% auf 3,3 Millionen USD gestiegen. Der Nettoverlust belaufe sich auf 1,2 Millionen USD. Damit befinde sich das Biotechnologieunternehmen klar auf dem Weg zum Break-Even.

Die Aktie sei jüngst an der Marke von 5 Euro gescheitert. Jedoch würden sowohl die günstige Bewertung wie auch die Charttechnik die Chance auf einen Ausbruch signalisieren. Aktuell sei der Titel überkauft und weitere technische Korrekturen bzw. Konsolidierungen seien nicht unwahrscheinlich.

Die Experten von "BetaFaktor.info" sind nach wie vor von den MacroPore-Aktien überzeugt, raten vor einem Engagement jedoch, eine Kursberuhigung abzuwarten.





MacroPore noch nicht kaufen







And last but not least die Verkäufe vom November runden das Bild ab.
Das heisst , wie user LDiablo, schon richtig feststellte: Finger weg von Macropore bis März!

#41 von Morgagelchel 09.12.02 14:21:49 Beitrag Nr.: 8.048.735 8048735
Dieses Posting: versenden | melden | drucken | Antwort schreiben
Vielleicht bist du aber doch nicht so dumm, deshalb hier nochmal die Verkäufe im November:
11-30-2002 2,061,833
10-31-2002 2,159,992
09-30-2002 1,569,973
08-31-2002 1,454,173
07-31-2002 1,343,558
06-30-2002 1,193,065
05-31-2002 982,685
04-30-2002 870,804
03-31-2002 51
Willst wohl von den Fakten ablenken


Ich kann gerne noch einen Thread aufmachen. Also LDiablo kannst Du nicht als Doppelid haben . Der fragt dann wenigstens nach und versucht die Sachen zu klären anstatt hier so niveaulos rumzuposten.
bloss nicht auf den Pusher von Micro..... hören Seht wie er mit Macropore daneben lag!!1

[Morgagelchel]

Michael , Du wirst immer mehr zum Clown
Macht aber nichts .
Ich stelle die Fakten auch mehrmals am Tag rein. Das erledige ich noch neben der Arbeit. Ausserdem habe ich noch den amüsiereffekt mit Dir.
Erwarte aber bitte nicht , dass ich auf Dein Niveau eingehe. Sehe es als Vorteil an mich amüsieren zu dürfen. Glaube mir , ich amüsiere mich wirklich köstlich

[Michael_III]

für die MVIS-Verbindung mit XYBR

Press Release Source: Xybernaut Corporation


U.S. Armed Forces Expand Wearable Computer Initiatives with 2003 Budget Appropriations
Monday December 9, 8:46 am ET
Xybernaut(R) Wearable/Mobile Computing Technologies Continue to Form Foundation for Variety of Field Force Automation Activities in U.S. Military


FAIRFAX, Va.--(BUSINESS WIRE)--Dec. 9, 2002-- Xybernaut Corporation (NASDAQ:XYBR - News) today confirmed its participation in various wearable computing initiatives within major branches of the U.S. Department of Defense (DoD).
ADVERTISEMENT


In its recently issued FY 2003 budget, the Department of Defense appropriated a $3.4 million line-item for efforts associated with deploying wearable computing technologies for field automation applications.

This appropriation represents an extension to a continuous multi-year effort beginning in FY 2001. The budget allocations have doubled each year from approximately $0.9 million in FY 2001 and $1.7 million in FY 2002 to the current $3.4 million level for FY 2003. This specific appropriation relates to one of many areas within the DoD where Xybernaut is actively engaged.

Xybernaut efforts related to these and other DoD, homeland security and non-military government programs span all of the Company`s operations including Xybernaut Corporation, Xybernaut Development Corporation (XDC), Xybernaut Solutions Inc. (XSI) and Team Xybernaut(TM) -- the Company`s community of value-added resellers (VARs) and systems integrators.

Program elements within the Marine Corps, Army, Navy and Air Force often include a combination of wearable computer hardware, software, solutions development, system configuration/testing, project management and integration services.

Xybernaut Mobile Assistant® V (MA® V) wearable computers and XSI services form the foundation of various mobile/wearable computing solutions. Programs such as the previously-announced Maintenance Mentoring Systems (MMS-Marine Corps) program and the Remote Technical Assistance Support System (RTASS-Navy) are examples of the types of activities encompassed in Xybernaut DoD initiatives.

Under MMS, Navy and Marine Corps teams are boosting productivity in situations where the amount of technical data required to perform a job exceeds memory retention capabilities or in situations where personnel shortages result in a limited number of mentors/experts available to assist less experienced technicians.

"Xybernaut continues to develop wearable and mobile solutions for our government customers by bringing together hardware and software applications to provide comprehensive computing solutions," stated Edward G. Newman, chairman, president and CEO of Xybernaut. "Our goal is to extend these efforts and increase deployments of wearable computing benefits within existing government customer organizations and new government prospects."

Government contracts are typically provisioned through Xybernaut or partner GSA Schedule procurement instruments. As previously announced, non-military government organizations are also realizing the benefits of wearable computing technologies. Recent non-military government contracts include Essex County (MA) Sheriff`s Department for corrections facilities and Cape May County (NJ) for several field force tasks.

About Xybernaut

Xybernaut Corporation is the leading provider of wearable/mobile computing hardware, software and services, bringing communications and full-function computing power in a hands-free design to people when and where they need it. Headquartered in Fairfax, Virginia, Xybernaut has offices and subsidiaries in Europe (Germany) and Asia (Japan). Visit Xybernaut`s Web site at www.xybernaut.com.

Xybernaut, the Xybernaut logo and Mobile Assistant® V (MA® V) are trademarks or registered trademarks of Xybernaut Corporation in the USA and other countries. All other brand and product names are or may be trademarks of, and are used to identify products or services of, their respective owners.

This press release contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995 (the "Act"). In particular, when used in the preceding discussion, the words "plan," "confident that," "believe," "scheduled," "expect," or "intend to," and similar conditional expressions are intended to identify forward-looking statements within the meaning of the Act and are subject to the safe harbor created by the Act. Such statements are subject to certain risks and uncertainties and actual results could differ materially from those expressed in any of the forward-looking statements. Such risks and uncertainties include, but are not limited to, market conditions, the availability of components and successful production of the Company`s products, general acceptance of the Company`s products and technologies, competitive factors, timing, and other risks described in the Company`s SEC reports and filings.

[southbound]

MVIS - großartiger Chart

[Morgagelchel]

Das nochmal zur Erinnerung an den Outperformer Michael







bloss nicht auf den Pusher von Micro..... hören Seht wie er mit Macropore daneben lag!!1





12.11.2002
MacroPore "buy"
Commerzbank

Die Analysten von der Commerzbank stufen die Aktien der MacroPore Biosurgery Inc. (WKN 940682) weiterhin auf "buy" ein und sehen das Kursziel bei 6,10 Euro.

MacroPore Biosurgery habe seine operativen Ergebnisse für das 3. Quartal vorgelegt. Der Umsatz habe sich auf USD 3,3 Mio. belaufen (+136% gegenüber Vorjahr). Der Nettoverlust habe auf USD -1,2 Mio. verringert werden können, nach mehr als USD -2,7 Mio. im gleichen Vorjahreszeitraum. Die Umsatzzahlen und der Nettoverlust seien leicht hinter den Erwartungen von USD 3,7 Mio. bzw. USD -0,7 Mio. der Commerzbank zurückgeblieben. Dennoch sei man weiterhin zuversichtlich, dass das Unternehmen die Commerzbank-Schätzungen für das Gesamtjahr erreichen werde.

Aufgrund der hohen Nachfrage nach seinen Produkten in den Bereichen Wirbelsäule und Orthopädie sowie des zusätzlichen Umsatzes mit Produktlinien aus den Bereichen Muskoloskeletal und Biologics und der erfolgreichen Markteinführung der neuen Zellgewebeprodukte (z.B. Surgi Wrap und Hydrosorb), habe der Umsatz im 3. Quartal um 136% auf USD 3,3 Mio. gesteigert werden können. Der Verlust habe sich um mehr als 56% (ggü. Vorjahr) auf USD -1,2 Mio. netto im 3. Quartal verringert, ohne Einmalbelastungen für Abschreibungen auf Lagerbestände und Anlagen im Zusammenhang mit dem Verkauf der CMF-Produktlinie an Medtronic. Unter Einberechnung der Einmalaufwendungen habe sich der Nettoverlust auf USD -3,0 Mio. belaufen. Historisch betrachtet verzeichne das Unternehmen ein starkes viertes Quartal.

Die MacroPore-Aktie habe in den letzten Monaten eine Outperformance ggü. dem Nemax All-Share aufgewiesen und werde derzeit auf Basis der Schätzungen für 2004e mit einem moderaten EV/Umsatz-Verhältnis von 0,8x und einem KGV von 11x gehandelt. Bei der Commerzbank wird das "buy"-Rating für die MacroPore-Aktie bestätigt.


Die Umsatzzahlen und der Nettoverlust seien leicht hinter den Erwartungen von USD 3,7 Mio. bzw. USD -0,7 Mio. der Commerzbank zurückgeblieben.





13.11.2002
MacroPore noch nicht kaufen
BetaFaktor.info

Vor einer Investition in Aktien der MacroPore Biosurgery Incorporation (WKN 940682) sollten interessierte Anleger nach Meinung der Experten vom Börsenbrief "BetaFaktor.info" eine Kursberuhigung abwarten.

Im dritten Quartal sei der Umsatz um136% auf 3,3 Millionen USD gestiegen. Der Nettoverlust belaufe sich auf 1,2 Millionen USD. Damit befinde sich das Biotechnologieunternehmen klar auf dem Weg zum Break-Even.

Die Aktie sei jüngst an der Marke von 5 Euro gescheitert. Jedoch würden sowohl die günstige Bewertung wie auch die Charttechnik die Chance auf einen Ausbruch signalisieren. Aktuell sei der Titel überkauft und weitere technische Korrekturen bzw. Konsolidierungen seien nicht unwahrscheinlich.

Die Experten von "BetaFaktor.info" sind nach wie vor von den MacroPore-Aktien überzeugt, raten vor einem Engagement jedoch, eine Kursberuhigung abzuwarten.





MacroPore noch nicht kaufen







And last but not least die Verkäufe vom November runden das Bild ab.
Das heisst , wie user LDiablo, schon richtig feststellte: Finger weg von Macropore bis März!

#41 von Morgagelchel 09.12.02 14:21:49 Beitrag Nr.: 8.048.735 8048735
Dieses Posting: versenden | melden | drucken | Antwort schreiben
Vielleicht bist du aber doch nicht so dumm, deshalb hier nochmal die Verkäufe im November:
11-30-2002 2,061,833
10-31-2002 2,159,992
09-30-2002 1,569,973
08-31-2002 1,454,173
07-31-2002 1,343,558
06-30-2002 1,193,065
05-31-2002 982,685
04-30-2002 870,804
03-31-2002 51
Willst wohl von den Fakten ablenken


Ich kann gerne noch einen Thread aufmachen. Also LDiablo kannst Du nicht als Doppelid haben . Der fragt dann wenigstens nach und versucht die Sachen zu klären anstatt hier so niveaulos rumzuposten.
bloss nicht auf den Pusher von Micro..... hören Seht wie er mit Macropore daneben lag!!1

[Kowloon]

@Morgagelchel:
Könnest du bitte aufhören, unseren Thread mit deinen Postings zu versauen. Es interessiert hier keinen, wann Michael_III eventuell mal dann daneben gelangt hat (wer hat das nicht?) - es geht hier ausschließlich um MVIS.

Zum Thema pushen:
Umsatz Nasdaq heute: 235.000 Stk.
Umsatz Deutschland heute: 0,0000 Stk.

Wie du also siehst, macht es absolut keinen Sinn, den Titel hier zu pushen oder bashen - das Ding nimmt seinen Lauf, egal was wir hier posten.

Gruß,
Kowloon

[Michael_III]

Short interest nahezu unverändert...

Nov. 15, 2002 1,626,447
Oct. 15, 2002 1,639,614

leichtes Instibuying (+20k)

[Michael_III]

News

Kurzanalyse Microvision: Market Outperform (Rodman & Renshaw)
Aktien & Co

Microvision, ein amerikanischer Elektrotechnologietitel, ist am 3. Dezember von den Analysten des Hauses Rodman & Renshaw von "Market Perform" auf "Market Outperform" heraufgestuft worden. Ihr Kursziel ist bei 8 Dollar zu finden.

Analyst: Rodman & Renshaw
Rating des Analysten: Market Outperform
Diese Seite drucken Quelle: Aktien & Co 04.12.2002 14:22:00

-------------------

4 Wochen-performance: +41%

denke die short-Zahlen für Dezember 02 werden Aufklärung bieten!

[Morgagelchel]

Michael, ich helfe mit : Push , push , push , push

[Michael_III]

pushen nicht nötig, da keine Umsätze in Deutschland!
Gewaltiger Kursanstieg von Microvision, gut für MVIS-Aktionäre!

[Kowloon]

Hi,

weiss jemand von euch, ob Mircovision auch Lieferant von VDO Siemens ist?
In der gestrigen Ausgabe von Focus gibt es einen entsprechenden Bericht "Tacho in der Scheibe".
Laut diesem Bericht wird die nächste 5er-Serie von BMW mit einem farbigen HUD ausgestattet (müßte dann doch wohl Spektrum sein).
Kosten gleich "wie ein hochwertiges Autoradio", entwickelt von VDO Siemens.
Das HUD beinhaltet sämtliche Anzeigen und ein Navigationssystem, beim dem dann die Sprachausgabe entfällt, da der Weg auf der Straße direkt angezeigt wird.

Gruß,
Kowloon

[Michael_III]

Hi kowloon,

kannst Du den Tex evtl reinstellen, würde mich interessieren! Siemens und MVIS sind oder waren auf jeden Fall mal im selben Konsortium (ARVIKA). BMW ist Autopartner Nr. 1 von Microvision, soviel steht fest.
Farbiges HUD spricht nicht gerade für MVIS, leider! Es sei denn die haben es weiterentwickelt...
ist auf jeden Fall eine hochinteressante Sache, sollte MVIS tatsächlich die nächste BMW-5er-Serie ausstatten wäre das natürlich der Durchbruch.
wenn nicht, sehr traurig und gleichzeitig sollte man sich die Frage stellen, warum MVIS Produkte nicht zum Einsatz kommen trotz angeblicher Reife und technischer Überlegenheit.

Möglichkeit könnte auch sein, dass es eine Eigenentwicklung von Siemens ist, glaube auch mal gehört zu haben dass MVIS NICHT MEHR in diesem von Siemens angeführten Konsortium ist.

Mein Gefühl sagt mir eher nein - leider...

we will see

[Michael_III]

Hi kowloon,

kannst Du den Tex evtl reinstellen, würde mich interessieren! Siemens und MVIS sind oder waren auf jeden Fall mal im selben Konsortium (ARVIKA). BMW ist Autopartner Nr. 1 von Microvision, soviel steht fest.
Farbiges HUD spricht nicht gerade für MVIS, leider! Es sei denn die haben es weiterentwickelt...
ist auf jeden Fall eine hochinteressante Sache, sollte MVIS tatsächlich die nächste BMW-5er-Serie ausstatten wäre das natürlich der Durchbruch.
wenn nicht, sehr traurig und gleichzeitig sollte man sich die Frage stellen, warum MVIS Produkte nicht zum Einsatz kommen trotz angeblicher Reife und technischer Überlegenheit.

Möglichkeit könnte auch sein, dass es eine Eigenentwicklung von Siemens ist, glaube auch mal gehört zu haben dass MVIS NICHT MEHR in diesem von Siemens angeführten Konsortium ist.

Mein Gefühl sagt mir eher nein - leider...

we will see

[Michael_III]

BMW nutzt definitv Siemens VDO, kein MVIS! Sehr schlecht für MVIS... man muß überdenken, warum MVIS lediglich development contracts bekommt, aber nie zu markttauglichen Produkten kommt. Die Technologie ist interessant & Zukunft, aber deutsche Ingeneurskunst hat mal wieder die bessere Lösung entwickelt.

M_3

[Michael_III]

alle Jahre wieder... ab dem ersten Handelstag eines neuen Jahres steigen die Aktienkurse gewaltig und auch Microvision.

Interessant und überraschend zugleich finde ich, dass das short interest

Date short interest average vol. days to cover

Nov.15,2002 1,626,447 60,080 27.07
Dec.13,2002 1,719,792 227,399 7.56

zugelegt hat, trotz steigender Kurse in besagtem Zeitraum.
Dass der Big Deal mit BMW fürs erste ganz klar gescheitert ist, ist nun bekannt.

Mal sehen was 2003 so alles kommt, ich tippe mal auf weitere Finanierungsrunden kleineren Ausmaßes, development contrachts und Geld vom US Militär, wie gehabt eben.

Auf yahoo ist mittlerweile nur noch Scheiße zu lesen, von beiden Seiten, wie auf eigentlich allen Boards, kaum zu glauben dass es sich hierbei um erwachsene Menschen handeln soll...

[Kowloon]

Hi,
lieber spät als nie, hier der Artikel aus Fokus 51/2002:

Das Ablesen einer Zahl am Armaturenbrett dauert mindestens eine Sekunde: Die Augen des Fahrers müssen zwischen Fern- und Nahsicht wechseln. Bei Tempo 50 legt ein Wagen dabei etwa 14 Meter zurück. Älteren Fahrern fällt das Refokussieren besonders schwer - sekundenlanger Blindflug ist oftmals die Folge.
Eine Technik, von der Flugzeugpiloten schon lange profitieren, soll deshalb nun auch im Auto permanenten Durchblick schaffen: Das sogenannte Head-up-Display (HUD) spiegelt Geschwindigkeit, die Wegführung des Navigationssystems oder eintreffende eMails in die Windschutzscheibe ein.
Als erster europäischer Hersteller bietet BMW im kommenden Jahr bei der neuen 5er-Serie diese elegante Datenprojektion an. Die Ergänzung zum üblichen Instrumentenbrett soll nicht teurer ausfallen als ein gutes Autoradio.
Bisher boten General Motors, Nissan und Toyota in einzelnen US-Modellen einfarbige HUDs mit wenigen schlichten Symbolen an. Für Europäer muss es gleich ein frei programmierbares, farbiges Display sein - entwickelt vom Zulieferer Siemens VDO.
Theoretisch könnte man damit einen Videofiln anschauen, erklärt Gerhard Wesner, Geschäftsführer für Fahrerinformationssysteme.
Die brilliante Bildauflösung taugt somit auch bereits für die Navigationssysteme der Zukunft: Bei ihnen filmt eine Kamera die Umgebung vor dem Wagen. Der Bordcomputer erkennt in dem Bild automatisch den richtigen Weg. In der Windschutzscheibe erscheint dann eine farbige Spur, die mit dem realen Straßenverlauf übereinstimmt. Der Fahrer kann ihr ohne Ablenkung folgen.
Vor allem die hohen Temperaturen im Cockpit - in der Sonne bis zu 90 Grad - gerieten bei der Entwicklung des Head-up-Systems zum Problem. Schließlich entschieden sich die Siemens-Techniker, das Spiegelsystem für die Datenprojektion aus bedampften Kunststoff und nicht aus Glas zu fertigen. Auch die Folie in der Verbundglasscheibe musste angepasst werden, um kristallklare Bilder zu ermöglichen.
Inzwischen setzt sogar die Formel 1 auf die neue Technik: Ein Head-up-Display im Helvisier soll BMW-Pilot Ralf Schuhmacher im nächsten Jahr unter anderem rechtzeitig vor Gefahren warnen.

Gruß,
Kowloon

[Michael_III]

Es existiert das Gerücht, dass MVIS aufgrund fehlendem Farbdisplays bei der Vergabe von BMW gescheitert sei. Ich persönlich gehe davon aus, dass Siemens einfach das bessere technische System geliefert hat. Dabei wird es auch bleiben. MVIS gescheitert auf einem sehr großen Markt, BMW hat eine preisgünstige und perfekte Lösung von einem bewährten und seriösen Zulieferer erhelten, dabei bleibt es auch.

M_3

[Michael_III]

We are having much success with BMW as evidenced by our recent press release regarding our rear seat entertainment display. BMW firmly believes that our technology is the best answer for automotive displays, including HUD. As you are aware, we still need to advance the technology but we are making great strides.

Regards,

Brian J. Heagler
Director, Investor Relations
Microvision, Inc.
425-415-6794
www.microvision.com

[gabi]

Microvision To Host Conference Call to Discuss Automotive Market Strategy and Opportunities
Wednesday January 8, 5:59 am ET
Automotive the first in a planned series of conference calls highlighting selected market strategies and opportunities


BOTHELL, Wash.--(BUSINESS WIRE)--Jan. 8, 2003-- Microvision (Nasdaq:MVIS - News) has scheduled a conference call to discuss its automotive strategy, market opportunities and growing interest in its technology as it applies to automotive displays for driver information and in-vehicle entertainment systems.
Participating in the call will be a representative from a major European automaker. The Company and its guest presenter plan to discuss the significance of developments during the last year and the future needs for automotive displays and why Microvision`s proprietary scanning display technology may be uniquely suited to meet those needs.

The Company plans to periodically host conference calls that will focus on product applications, specific market opportunities, customer relationships and technological advancements. To sign up to be notified of future company events, go to www.microvision.com and click on Investors/Email Alerts.

Call Details:

Date: Thursday, January 16, 2003
Time: 9:00 a.m. PT; 12:00 noon ET
Call in number: Domestic: 800-309-9175
International: 706-634-1455
Web cast URL: www.microvision.com


A short slide presentation is planned to accompany the discussion. The slides can only be accessed via the web cast.

[Michael_III]

Microvision To Provide Hand-Held Bar Code Scanners For NCR

NRF 92nd Annual Convention

BOTHELL, Wash.--(BUSINESS WIRE)--Jan. 9, 2003--Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, today announced that it has signed an agreement with NCR Corporation to market a private label version of Microvision`s Flic(TM) laser bar code scanner.

NCR, the world leader in bar code scanners, will have exclusive rights to market the low cost hand-held laser bar code scanner for retail point-of-sale applications in the Americas, Europe, Oceania and non-exclusive rights in Asia.

NCR plans to market the product under the brand NCR RealScan(TM) 7832 Scan Companion, which will debut at the National Retail Federation show, January 12 - 15, at the Jacob Javits Convention Center in New York City.

NCR transformed shopping more than 25 years ago when it introduced bar code scanning to the world`s first retailers, and has remained the leader in bringing breakthrough products and technologies to the retail automation market. NCR has offices and distribution facilities in more than 100 countries and its customers include the world`s top 10 retailers.

"Handheld scanners are becoming more prevalent in retail applications either in combination with in-counter scanners or as a stand-alone alternative for smaller retail operations and new retail applications," stated Tom Sanko, Microvision`s vice president of marketing. "We believe that this offering`s unique combination of affordability and ease of use can potentially open up a range of new opportunities in the retail automation space."

Industry analysts at Venture Data Corporation estimate the global market for hand-held bar code scanners at $984M. Microvision recently introduced the Flic laser bar code scanner at the Frontline Solutions show in Chicago and has since announced several distributors for its own branded version of the product.

"Historically, retail POS applications have represented about half the bar code market so this private label arrangement with NCR is potentially an important component of our distribution strategy for the Flic handheld scanner," said Sanko. "We couldn`t hope for a better partner to market the Flic scanner in the retail point of sale market. Not only is this a great opportunity to address a very large market with the acknowledged market leader in the retail space, but we believe NCR`s presence in the market is going to reinforce our sales and marketing effort in other channels as well.

Digital photo of Flic is available -- contact Matt Nichols or Jami Nielsen, Microvision, 425-415-6657, or via e-mail at [e-mail], [e-mail].

[Michael_III]

Die Meldung ist ganz klar der Hit, NCR der BigPlayer für Flic, besser geht`s nicht! Ein paar Mio $ wird man wohl mit Flic dieses Jahr einspielen können.

Bis 7.50$ sollte es kein Problem werden, dann wohl aber wieder kehrt. Interessant aber, was man kommende Woche bzgl automotive erfahren kann. Sollte in kürze auf diesem Sektor fundamental positives bekannt werden - wovon ich nicht ausgehe (BMW pro Siemens VDO) - wird man MVIS in absehbarer Zeit den Widerstand 10$ attackieren sehen...
auf diesem Level dann eine Fianzierungsrunde, welche in diesem Quartal zwingend sein wird (!), fände ich passabel.
Ist aber mehr Wunschdenken als Realität, zumindest von fundamentaler Seite.

Ein anderer interessanter Punkt ist aber das gestiegene short interest trotz steigender Kurse. Sollte wirklich die short-Seite unter Druck geraten, kommen die in große Schwierigkeiten, was bei MVIS schon öfter für schnelle 100% gesorgt hat.

We will see, Flic schlägt aVn erfolgreich ein.

m3

[Michael_III]

aus taktischen Gründen verlegt?

Call Details
Microvision, Inc. Automotive Market Strategy and Opportunities Conference Call
Scheduled to start Thu, Jan 16, 2003, 12:00 pm Eastern

[gabi]

nicht nur, dass die shorts nicht gecovert haben, auch die wiederaufnahme in die Russel index fonds dürfte für verstärkte nachfrage von MVIS sorgen. wenn dann noch eine strategische beteiligung seitens BMW oder Canon eingegangen wird, ja dann brennt den shorts wirklich der kittel.
das mit dem HUD von siemens und dann auf der anderen seite das starke bekenntnis von BMW zu MVIS finde ich auch seltsam. vielleicht gibts auf dem CC aufklärung hierüber.
habe mir gestern en paar shares zwecks trading ins depot gelegt. es stehen einfach zu viele nachrichten an. und bei dem mini float sind extreme bewegungen immer drin. nach oben wie nach unten. lol.

[Michael_III]

Russel Index hab ich mir auch gedacht, >5$ wenn ich mich recht entsinne. Dazu noch neues Jahr, was immer eine verstärkte Käuferseite nach sich gezogen hat.
Wenn es tatsächlich so ist, dass von short-Seite nicht gecovert wurde bzw wird, sondern eher noch weiter geshortet wird, sind die ihrer Sache sehr sicher oder laufen in eine üble Falle rein.
Interessant auch, dass MVIS in 2 Monaten kein Geld hat aber es sich derzeit mit stoischer Ruhe leistet, Kapital zu beschaffen. Auch wenn CEO RR ein Labersack ist und mit seinen Prognosen immer jämmerlich daneben liegt sowie das Mundwerk sehr voll macht, in dieser Hinsicht hat er in der Vergangenheit viel Geschick bewiesen (Ausnahme seine margin sells).

Fundamental ist der NCR-Deal für Flic das beste, was passieren konnte, Flic ist aber nur ein kleines Segment.
Von BMW erwarte ich nichts, die bauen jetzt erst einmal Siemens VDO ein, vielleicht ist das von BMW bekundete Interesse nichts weiter als eine formale Höflichkeit. Aber nächste Woche gibt es hierüber sicherlich Aufklärung, nicht umsonst wird ein CC extra für dieses thema angesetzt.
--------------------------------------------------------


Hier noch ein durchschnittlich interessanter Artikel:

Published: Monday, January 6, 2003


By Eric Fetters
Herald Writer
BOTHELL - When Microvision Inc. developed a device that projects information and images directly into the viewer`s eyes, the small Bothell-based company hoped someone would notice.
What Microvision`s executives may not have expected was that some of the people who would get most excited about the technology were halfway around the world.
In recent months, firms in Israel have shown particular interest in the company`s Nomad augmented vision system.
"Our mission is to get Israeli industries involved in developing new applications where retinal scanning display gives added value to customers," said Daniel Golan, co-owner of GolanTech, which is Microvision`s first licensed dealer in Israel. "We see a very promising market for Microvision`s products."
In today`s global economy, it`s a given that giants like the Boeing Co. need to do business with other nations. But young and small technology and biotech firms also are finding as much or more opportunity in other countries as they are at home.
CombiMatrix Corp. of Mukilteo and Quinton Cardiology Systems of Bothell, for example, have made agreements with companies in Japan and sold their products there. Last year, a team from Taiwan met with some of the county`s economic and biotech leaders to discuss possible collaborations.
For Microvision, the Middle East has shown promise as an active market. That`s largely because of Jerusalem-based GolanTech, which has become one of Microvision`s biggest promoters overseas.
"They`re really aggressive, and they know the market there," said Matt Nichols, Microvision`s director of communications.
Daniel Golan said he came across Microvision when he was looking to solve a military-related problem. The company`s display system, which is bright enough to see in daylight, intrigued him.
He eventually convinced Israel`s Ministry of Defense to look into Microvision`s technology, which resulted in a government-sponsored meeting two months ago with Israeli companies.
"The ministry sent out 50 invitations for a meeting to discuss potential uses of the technology, assuming maybe 10 would show up," Golan said. "The rumor spread so fast. The next thing we found out was that more than 200 wanted to come."
Nichols said his company was thrilled with the response. After the meeting in Tel Aviv, Microvision managers traveled there, meeting for three days with numerous companies interested in adapting the Nomad and related technology for specific industrial, commercial and military applications.
Nichols said Israeli firms are looking at markets that Microvision is targeting in the United States, including the medical field, aviation and homeland security. Since the Nomad`s commercial introduction last year, sales have not taken off fast, and most of Microvision`s revenue still comes from military development contracts.
But the company has signed on dealers in Europe and Asia as part of its strategy for overseas sales. It`s an important part of the company`s future, he said.
"The international market often has the ability to pick up a little faster on technology like this," Nichols said.

You can call Herald Writer Eric Fetters
----------------------------------------------------
was ich rauslese ist:
- NOMAD hat 2002 total gefloppt
- Interesse an der Technologie ist einfach gewaltig (denke so ist es auch mit BMW: noch nicht markttauglich, aber faszinierendes Interesse da MVIS die beste technische Lösung bietet)

www.golantech.com

[gabi]

michael, die Russel index fonds orientieren sich an der marktkapitalisierung. bei uns ist es der russel 100. d.h. companies die über 100 mill.$ mkpt. haben.

[Michael_III]

NOMAD bei den olympischen Spielen in Griechenland.
Hab gestern durch Zufall einen Bericht über MVIS NOMAD gelesen, der es Besuchern der ol. Spielen 2004 in Athen ermöglichen wird, mitels see-through mode die antiken Ruinen im Originalzustand zu sehen...

[Michael_III]

mal wieder development contracts...

Microvision Signs New Deals for Automotive Display Development; Two Projects Use Laser Projection Technology for in-Vehicle Applications

BOTHELL, Wash.--(BUSINESS WIRE)--Jan. 22, 2003--Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, today announced that it has signed two agreements for development of specific automotive display prototypes.

The first is a contract with a major European automotive company to develop a prototype for a revolutionary driver`s information display to be demonstrated in the spring of this year. The company has also recently entered into a prototype development contract with a major "tier one" automotive supplier for an instrument panel solution for demonstration to prospective customers in the current quarter.

"Our work in the automotive arena has progressed significantly in the last six months or so, and is gaining momentum," said CEO Rick Rutkowski. "While we`ve been at this a relatively short time, we`re encouraged at the reception of the systems we`ve built to date and gratified to now be working with two of Europe`s leading automakers. We are now able to turn prototype systems and evaluate them for specific in-vehicle applications rapidly. We think a good model for us in the automotive segment is to partner with established automotive suppliers to provide fully integrated electronics solutions that feature our display technology. We`ve been able to translate pull from top ranked automakers into interest from potential systems partners, and we`re pleased to be embarking on our first collaborative effort teamed with one of the world`s leading automotive suppliers. We`ll be looking to expand on this type of relationship and develop a more definitive product path as a next step in our strategy. We are delighted to have been selected for both of these projects and we are hopeful that the upcoming demonstrations will lead to additional development toward the ultimate goal of commercialization."

Microvision`s unique laser scanning projection system is being recognized as a potential platform technology for automotive applications because it can be configured - through the use of modular enclosures and or projection optics - to address potential requirements ranging from dash and center console instruments to head-up displays and rear-seat entertainment, and because the projection surface can be easily adapted to fit a particular vehicle`s design and space requirements.

Recently, Microvision announced the installation of a laser projection-based entertainment display in a BMW 7 Series sedan research car that was showcased at the World Congress on Intelligent Transport Systems in Chicago October 14-17, 2002 and at Convergence 2002 in Detroit October 21-23, 2002.

Microvision recently hosted a conference call to discuss its automotive strategy and market opportunities. To access the call, please visit the company`s web site at www.microvision.com.

About Microvision

[putzkolonne]

Hallo Michael,

woher weißt Du, dass bei dem Archeoguide-Projekt Nomad eingesetzt werden soll?
Welchen Artikel hast Du gelesen?

Ciao,
putzkolonne

[Michael_III]

Englischsprachige Zeitschrift mit ins deutsche übersetzte Vokabeln (gedacht für Schüler), lag in meiner Stammkneipe zufällig auf unserm Tisch rum, hab dann mal kurz durchgeblättert und bin durch Zufall auf den MVIS-Bericht gestossen (etwa 10 Zeilen, nix besonderes).
Kennst Du etwa das Projekt?
Lassen wir 5 bis 10 Nomads dort zum Einstz bringen, was bringt es? Nichts! Nomad ist ein ganz großer, teurer Flop. War mir irgendwie von vornherein klar.
Automotive-Anwendungen laut BMW-Manager "vor 2010", ist wenigstens ne ehrliche Antwort. Lassen wir BMW 2006 300000 MVIS-displays a 40$ einbauen, sind 12 Mio$. Auch nicht sonderlich...
Man befindet sich nach wie vor in der Entwicklung, wird die nächsten 2-3 Jahre auch noch so bleiben, man gibt es seitens des Managements nur nicht zu - verständlich!
Development contrachts mit BMW, Canon sind ganz nett und natürlich auch als Fortschritt zu werten, die Killerapplikation aber bleibt aus. Hätte man, wie es seitens MVIS behauptet wird, schon ein technisch endgültig ausgereiftes, anderen Displaytechniken überlegenes Produkt, hätte MVIS zusammen mit BMW den Ralf Schumacher-Helm für die Formel 1 entwickelt, BMW hat sich aber ander entschieden. Dass sie für die kommende 5er Serie auf Siemens setzen ist ebenfalls ein eindeutiges Signal gegen MVIS.
Wie gesagt, 3 Jahre aus meinem Bauch heraus, ein ganz langer Atem nötig sowie einige Finanzierungsrunden...
... einzig und allein die faszinierende Technologie RSD sorgt für diese derzeit hohe Bewertung an der Börse

[Michael_III]

Hier noch die Erklärung für gestrigen Kursanstieg. Sehr erfreulich die Tatsache, dass MVIS Flic tatsächlich einzuschlagen scheint. Broingt zwar nicht sonderlich viel Cash, aber ein markttaugliches Produkt haben sie nun definitiv.

-------------------------

Mobility Concepts Signs Reseller Agreement With Microvision for Flic Laser Bar Code Scanner
Tuesday January 28, 7:30 am ET
Initial Marketing Efforts Have Resulted In Sale of 160 Units To Fortune 500 Insurance Company

CHICAGO, Jan. 28 /PRNewswire-FirstCall/ -- Mobility Concepts, Inc., a leading provider of mobile computing solutions to Fortune 2000 companies and the operating subsidiary of Active Link Communications, Inc. (OTC Bulletin Board: ACVE - News), today announced that it has signed an agreement with Microvision, Inc. (Nasdaq: MVIS - News), a leader in light scanning technologies for personal displays and imaging solutions, to market Microvision`s Flic(TM) laser bar code scanner.

ADVERTISEMENT
With headquarters in Naperville, Illinois and offices in Los Angeles, Milwaukee, Detroit, Atlanta, Cincinnati and Denver, Mobility Concepts` depth of knowledge and technical expertise in the areas of mobile computing and wireless data networking have been proven through a variety of industries and field applications on a national basis. Customers include General Dynamics, AC Nielsen, Proctor & Gamble, Northwest Airlines, TRW, and Dow Agrosciences, among other notable enterprises.

"Our customers look to Mobility Concepts to deliver best-of-class, value- added wireless networking and mobile computing solutions to empower their field forces," stated Lou Panetta, Vice President of Sales and Marketing for Mobility Concepts. "We are excited to introduce Microvision`s Flic laser bar code scanner as the answer to cost-efficient mobile data capture. Because Flic makes it practical to install bar code scanning where previously it may have been too costly, we believe it will rapidly become a popular solution for many of our customers operating in industries ranging from healthcare to automotive and aerospace to warehouse management."

Initial marketing efforts by Mobility Concepts have already resulted in a sale of 160 units to a Fortune 500 insurance company based in the Midwest.

Tom Sanko, Vice President of Marketing at Microvision, added, "We continue to execute our national and international distribution channel strategy for the Flic scanner with large and geographically diverse resellers and integrators. As a nationally recognized leader in the delivery of a wide range of mobile computing products and services that address every aspect of field force workforce productivity, Mobility Concepts is an ideal partner for Microvision. We expect they will open many new doors, allowing us to quickly reach many new customers."

The palm-sized Flic laser bar code scanner offers a combination of scanning performance, ease of use and low price (MSRP of $129.95) that is unique in the $1.1 billion per year hand-held bar code scanner market. Launched to the market in mid-2002, the Flic scanner also comes with free Flicware(TM) software that enables even novice users to "plug and play." The innovative "virtual wedge" software automatically enters scanned bar code data into standard Windows® applications, including most spreadsheets and databases, in a way that is intuitive and easy to use. The Company also offers a variety of accessories that support the Flic product`s ability to be used in diverse operating environments.

About Microvision, Inc.

Headquartered in Bothell, Washington, Microvision is the developer of the proprietary Retinal Scanning Display technology and a world leader in micro miniature optical scanning technology for display and imaging applications. The Company`s technology has application in a broad range of military, medical, industrial, professional and consumer information products. Flic is a trademark of Microvision, Inc. Additional information can be found about Microvision at the company`s Web site at http://www.microvision.com.

About Mobility Concepts, Inc.

Mobility Concepts, the operating subsidiary of Active Link Communications, Inc., is a leading provider of wireless networking and mobile computing solutions for the mobile workforce. The Company offers complete solutions that include business consulting, project design, handheld pen-based computers, wireless technologies, software development, systems integration, project management and ongoing managed services and warranty support. Mobility Concepts provides customers with a wide selection of mobile products and services in order to successfully implement, manage and deploy mobile and wireless projects. With headquarters in Naperville, Illinois and offices in Los Angeles, Milwaukee, Detroit, Atlanta, Cincinnati, and Denver, the Company has relationships with more than 30 vertical software developers and hardware manufacturers. Customers include such organizations as General Dynamics, AC Nielsen, Dow Agrosciences and Northwest Airlines. For additional information, visit the Company`s web site at http://www.mobilityconcepts.com.

[gabi]

Lumera meldet sich wieder mal.

http://biz.yahoo.com/bw/030204/40144_1.html

kann diese meldung jedoch mangels technischen verständnisses überhaupt nicht einordnen. lumera ist für mich nachwievor ein buch mit 7 siegeln.

[Michael_III]

Geht mir auch nicht anders! Die einzigen die was davon verstehen sind die Ingeneure selber...
interessant aber, dass Firmen wie Lightpath Tecnologies mittlerweile ein paar cent/share wert sind, in der Spitze mal so stark bewertet waren wie MVIS.
Die Aussagen beim Lumera-Start anno 2000, anno 2003 dick in Produktion zu stehen, erweisen sich wie so oft bei MVIS als reinen bullshit. Wenigstens hat Cisco dort viele Mio$ reingepumpt, vielleicht ists ja irgendwann man für etwas gut...

we will see...

[Michael_III]

short interest deutlich gestiegen, +50k. Überrascht mich!


settlement short interes av.volume days to cover
Jan. 15, 2003 1,767,634 141,870 12.46
Dec. 13, 2002 1,719,792 227,399 7.56


Interessant wird die nächsten Wochen, wie die MVIS-Finanzierung aussieht.

[Michael_III]

auch 2003 nur lächerliche development contracts, hierbei handelt es sich zudem um peanuts...

Microvision Awarded Additional Subcontract to Support Navy`s Battlespace Information Display Technology Program; Company Sets New Benchmark for MEMS Performance Capabilities

BOTHELL, Wash., Feb 6, 2003 (BUSINESS WIRE) -- Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, announced today that it has been awarded a second phase subcontract by Concurrent Technologies Corporation (CTC) in support of the Office of Naval Research`s Battlespace Information Display Technology (BIDT) program. The initial value of the subcontract is approximately $350 thousand, with a total contract value expected to reach $900 thousand through 2003.
"The objective of this second phase development effort is to continue to advance our see-through, head-worn, wireless display technology for applications that enable dissemination of critical information to the individual user," stated Rob Sainsbury, Microvision`s General Manager of Government Programs. "With the growing need to provide communication of crucial information in demanding environments we will further improve the performance of our existing Micro-Electro Mechanical System (MEMS)-based Augmented Vision Systems."

The Phase 2 goals include delivery of a next-generation MEMS scanner device that is cost-effectively producible in high volume, with a 40% reduction in power consumption in the scanner engine as compared to Microvision`s currently available Nomad(TM) Augmented Vision System.

"Through this contract, ONR/CTC/Microvision will continue to advance the development of Microvision`s unique MEMS scanning technology to enable ultra small, ultra low power display concepts that address the challenge of displaying information under a variety of demanding circumstances," continued Sainsbury. "This effort supports our long-term vision of using the technology developed under this program for a variety of commercial uses. Success in both the military and civilian/commercial sectors is increasingly information driven. For example, firefighters and emergency medical professionals must be able to receive, integrate and rapidly assimilate information from disparate sources. By putting information up front in a head-up, see-through mode, Microvision`s display can be a key enabler in this process."

[Michael_III]

Die Antwort des Marktes auf diese Meldung völlig zu Recht!
Bald wird MVIS wieder ein 3$-stock sein... und irgendwie müssen die sich noch 20 Mio$ für dieses Jahr besorgen... innerhalb der nächsten 4 Wochen...
Ausgabe von 3Mio neuer Aktien?

----------------------------------------------

Microvision`s Nomad Augmented Vision System Integrates Wirelessly with Furuno Radar Products to Improve Marine Navigation

Wins Editors Choice Award from MotorBoating Magazine

BOTHELL, Wash., Feb 13, 2003 (BUSINESS WIRE) -- Microvision, Inc. (Nasdaq:MVIS) a leader in light scanning technologies, today announced a new configuration for its Nomad Augmented Vision System that adds wireless remote video capabilities to Furuno NavNet(R) radar/chart/plotter systems. The same Nomad System received the prestigious Editors Choice award from MotorBoating Magazine for Best New Products and Systems that according to the magazine editors "have raised the bar for marine technology in 2003." The award is to be presented today at the Miami Boat Show.

"We are excited about the opportunity of the Nomad System with Furuno navigation products and the recognition from MotorBoating Magazine," said Bruce Ridley, Industrial Marketing Manager for Microvision. "The Nomad System extends the already fantastic capabilities of Furuno products. By wearing our light-weight head worn display, Captains view critical radar, positioning, heading, depth and speed data in their vision while looking at the water in front of the vessel at all times. In fog and inclement weather conditions, that`s exactly where your attention needs to be."

The Nomad Augmented Vision System is a head-worn display that is completely see-through and bright enough to read in sunlight as well as fog or darkness. The Nomad System is completely portable and with optional accessories connects wirelessly to Furuno navigation electronics.

"The Nomad System is a valuable complement to Furuno products," said Dean Kurutz, National Sales Manager for Furuno, USA. "In our testing of the Nomad System we clearly read the NavNet information through the head worn display. With the ability to be wirelessly connected means you can be virtually anywhere on the boat and have critical navigation information right in front of your eyes. This type of capability is very consistent with Furuno`s mission to deliver electronics that make navigation data easy to read and access."

The Nomad Augmented Vision System retails for approximately $7,000, and is easily integrated to the wireless system for $1,000. The total package will be available through select Furuno dealers in early April.

About Furuno www.furuno.com

FURUNO is internationally recognized as a forerunner in the marine electronics industry, providing a comprehensive range of products for merchant vessels, fishing boats, pleasure craft, and many other vessels, together with well-organized services to support our customers worldwide.

About Microvision: www.microvision.com

[Michael_III]

Microvision Expects 2002 Revenue of $15.9 Million, an Increase of 48% Over 2001; Gross Profit Expected to Increase 92% to $8.9 Million; Net Loss Expected to Be Cut by 22%

BOTHELL, Wash., Feb 18, 2003 (BUSINESS WIRE) -- Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, today announced that it expects to report record fiscal year revenue of $15.9 million, an increase of 48% over fiscal year 2001, and revenue of $3.2 million for the fourth quarter of 2002.

Gross profit for 2002 is expected to be $8.9 million, up 92% from $4.7 million in 2001. Revenue in 2002 was derived from ongoing work on development contracts with the U.S. military, development contracts with commercial partners, sales of the Nomad Augmented Vision System, and development contracts at its Lumera subsidiary. Fourth quarter revenue was lower than expected due, in part, to the delays in ramping production of the Flic bar code scanner and delays in signing certain development contracts at Microvision and Lumera. Both companies have subsequently signed these contracts. Also subsequent to year-end, Microvision entered into an OEM agreement with NCR for distribution of the Flic bar code scanner under the NCR brand and has begun ramping to volume production. The company indicated that it expects first quarter of 2003 revenue to materially increase over the fourth quarter of 2002 with revenue coming from ongoing and new development contracts from both military and commercial customers and product sales from Flic and Nomad.

The company`s cost reduction efforts in 2002 have resulted in lower expenses and a significantly lower net loss. The company expects to report a consolidated net loss of approximately $.46 per share for the fourth quarter and a consolidated net loss of approximately $1.93 per share for 2002. Research and development expense is expected to be approximately $25.5 million for 2002 and marketing, general and administrative expense is expected to be approximately $16.8 million. The company ended the year with cash of $15.2 million, total assets of approximately $32.3 million and stockholder`s equity of approximately $17.4 million.

"We made significant progress in 2002, as measured by our expected record revenue, outstanding gross profit contributions and reduced operating and net losses. We also introduced the company`s first commercial products during 2002 and secured key relationships with industry leaders in several product categories," said Microvision CEO Rick Rutkowski. "We successfully completed the first phase of a development effort with a leading Asian company and achieved significant technical milestones associated with the development of unique cost-effective display solutions for digital cameras and camcorders and other high volume consumer electronics applications. We expect to report continued developments relating to these efforts during the current quarter. We began the commercial launch of the Flic bar code scanner product in the fourth quarter, and we continue to take orders for the product, and sign distribution agreements including our recently reported OEM agreement with NCR. We have seen our work on automotive displays progress rapidly in the new year with new development contracts with BMW, a second European automaker and a Tier 1 auto supplier. We believe that we are well positioned to continue this momentum and build on it in 2003 and beyond."

The company will host a conference call to discuss its 2002 financial results and will be announcing the date, time and call-in details in a future release.

---------------

10 mio$ weniger Einnahmen als vor einem Jahr prognostiziert.
15Mio$ Cash überraschen mich positiv...

[Michael_III]

Canon and Microvision Enter into New Agreement

BOTHELL, Wash., Feb 19, 2003 (BUSINESS WIRE) -- Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, announced today that it has entered into a new agreement with Canon, Inc. that builds on work conducted during the last year to develop miniature electronic displays that can be used in consumer products including digital cameras and digital video cameras.

"With revenue in excess of $24 billion US, Canon is known throughout the world for innovation and quality in products ranging from medical and industrial imaging tools to very high volume consumer products, and they occupy a dominant position in many of the markets that they serve," said Microvision CEO Rick Rutkowski. "Canon`s consummate skills in the design, packaging and high-volume manufacture of optical components and systems can be a great asset as we pursue our goal of delivering low-cost, high performance, microdisplay products to address a variety of high volume market opportunities. We are gratified to work with such a discerning and capable company."

A Canon senior executive said: "Through this agreement, Canon looks forward to further exploring Microvision`s miniature display technology, which offers a range of possibilities that could contribute to the development of a new generation of innovative imaging products."

Microvision`s proprietary miniature display technology projects full-motion, high-resolution images using just three Light Emitting Diodes (LEDs) to create a spot of light that is reflected off of a vibrating mirror on a micromechanical silicon chip. The tiny mirror rapidly scans a single beam of multi-colored light through a small lens to project, into the viewer`s eye, a full-color video image of the apparent size and resolution of a notebook or laptop display screen. Because of the relative simplicity of the tiny silicon chip that is at the heart of Microvision`s display, the company believes that its retinal scanning display technology can produce very high quality images at much lower costs than competing miniature flat panel display technologies.

According to Microvision, current prototypes of the technology produce high-resolution Super VGA (800 X 600) images with extraordinary dynamic range and unmatched color reproduction.

"We are extremely happy with the display`s performance. It produces stunning images that are as good as, if not better than, a very high quality desktop monitor," offered Steve Willey, President of Microvision. "We`ve also made tremendous strides in miniaturization during the last year and expect in the next 6 months to meet our goal of minimum display volume consistent with requirements for commercial products. We are now focusing our efforts on developing strategies to scale to high volume production and on achieving very aggressive cost targets. We aren`t ready to provide details about any product launch yet, but we have completed important feasibility and prototyping work. There are a variety of display and imaging product opportunities that Canon and Microvision could explore together."

According to respected industry observers such as IDC, Infotrends Research Group, Inc. and Cahners In-Stat Group, digital camera makers are expected to sell more than 40 million cameras annually by the year 2005.

"Annual production volumes for consumer products such as digital cameras, digital video cameras and mobile internet devices are projected to reach hundreds of millions of units annually in the next several years," added Willey. "On that basis, we believe the market for our miniature displays can reach tens of millions of units annually in that same time frame. The key challenge for this next generation of devices is that consumers are going to need small, inexpensive products, like digital cameras and mobile handsets to produce the same high quality images that we see on desktop and laptop computers today. The greatest advantage of Microvision`s technology is that we believe that we can deliver superior resolution and image quality at much lower prices than competing miniature flat panel displays."

-------------------

klar, dass es Canon war

[Michael_III]

Microvision Teams with Major Distributor WAV to Offer Resellers the Low Cost Flic Laser Bar Code Scanner

BOTHELL, Wash., Feb 20, 2003 (BUSINESS WIRE) -- Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, and WAV(R) Inc. (www.wavonline.com), a leading value-added distributor, have announced their arrangement to market the affordable, yet powerful Flic(TM) hand-held laser bar code scanner to value-added resellers (VARs).

WAV signifies another important strategic milestone in Microvision`s goal of building a powerful network of tier one distributors to deliver the Flic(TM) laser bar code scanner to value- added resellers.

"We are excited to be partnering with WAV to deliver our Flic laser bar code scanner to an important distribution channel for us," said Tom Sanko, vice president of marketing for Microvision. "WAV has an outstanding reputation with thousands of resellers and is nationally recognized as one of the top distributors in delivering wireless LAN, portable data collection gear, VoIP technology and portable printers. With this arrangement, WAV`s extensive reseller customer base will now be able to conveniently source the Flic scanner in an efficient and convenient manner. We believe this will help provide us with a strong and rapid foothold into the large and important reseller community."

"WAV`s strategy has been to work with the most innovative companies in the marketplace and Microvision`s Flic product represents an extremely exciting opportunity for resellers who have been looking to service their customers with laser bar code scanner performance, at the price of a wand," said Norm Dumbroff, President and CEO of WAV. "We are eager to offer this product to the solution provider community. The simplicity, ease of use and low cost of the Flic scanner design make it ideally suited to enhance productivity and efficiency at the many small and medium sized operations, and extend bar coding deeper into large organizations."

WAV was named one of America`s entrepreneurial growth leaders for the second time by Inc. magazine, in its 2002 Inc. 500 ranking of the nation`s fastest-growing private companies. WAV markets solely to Reseller Business Partners and acts as an extension of the Reseller providing complementary technologies, staging, help desk services and technical support.

With an MSRP of $129, Flic comes with free software that will enable even novice users to "plug and play" so that they can enjoy the benefits of bar code technology without any of the programming and support requirements common to today`s bar code reading products. The highly innovative Flicware software automatically enters scanned bar code data into standard Windows(R) applications, including a wide array of spreadsheet and database applications, in a way that is intuitive and easy to use. The company also offers a variety of accessories that support the product`s ability to be used in many operating environments. Full details about the product can be found at www.flicscanner.com

[gabi]

na, da schnalze ich aber mal genüsslich mit der zunge.
mvis gewinnt an momentum.
2004 kommt der durchbruch.


Microvision Reports Record Revenue and Gross Profit for 2002
Thursday February 27, 4:02 pm ET
New product introductions and contracts with NCR, Canon, BMW, Johnson & Johnson and the U.S. military highlight 2002 and recent activity


BOTHELL, Wash.--(BUSINESS WIRE)--Feb. 27, 2003-- Microvision, Inc. (Nasdaq:MVIS - News), a leader in light scanning technologies, today reported financial results for the fourth quarter and full year of 2002. Revenue for the twelve months ended December 31, 2002 increased 48% to $15.9 million compared to $10.8 million for the same period in 2001. Gross profit for the twelve months ended December 31, 2002 increased 92% to $8.9 million compared to $4.7 million for the same period in 2001. Revenue for the fourth quarter of 2002 was $3.2 million compared to $4.3 million for the same period in 2001. Gross profit for the fourth quarter of 2002 was $2.1 million, unchanged from the same period in 2001. Revenue in 2002 was derived from ongoing work on development contracts with the U.S. military, development contracts with commercial partners, sales of the Nomad Augmented Vision System, and development contracts at its subsidiary, Lumera.
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Consolidated net loss for the twelve months ended December 31, 2002 decreased 22% to $27.2 million or $1.93 per share compared to a consolidated net loss of $34.8 million or $2.85 per share for the same period in 2001. For the three months ended December 31, 2002, Microvision reported a consolidated net loss of $6.9 million or $.46 per share compared to a net loss of $7.8 million or $.61 per share for the same period in 2001. Consolidated results include Microvision, Inc. and the company`s subsidiary, Lumera Corporation. For the three months and twelve months ended December 31, 2002, the portion of the consolidated loss attributable to Lumera was $258,000 or $.02 per share and $957,000 or $.07 per share, respectively, compared to $ 141,000 or $.01 per share and $3.0 million or $.25 per share for the three and twelve months ended December 31, 2001, respectively.

The company, including Lumera, ended the year with $15.2 million in cash, cash equivalents and investment securities and a contract backlog of $2.6 million. Subsequent to year end the company signed additional contracts valued at $2.8 million. The company is currently negotiating several additional contracts for both commercial and defense related development activities, and expect continued activity throughout the year on a variety of both existing and new projects relating to development activities in the consumer electronics, automotive, medical and defense areas.

"Our strong financial results, new product introductions, significant technical achievements and new commercial partners highlight a very successful 2002," said Microvision CEO Rick Rutkowski. "We achieved record revenue and gross profit, reduced our overall expenses and cut our net loss by 22%. Commercial contract revenue was $2.2 million in 2002, a new and important revenue stream for the company and one that we expect to grow in 2003 and beyond. We signed development contracts in 2002 with industry leaders such as Canon, Johnson & Johnson, and BMW. We recently secured a new agreement with Canon to further advance development of our miniature display engine for potential applications in viewfinders for digital cameras and digital camcorders. Last month we concluded an agreement with NCR under which they are distributing a private label version of the Flic(TM) laser bar code scanner in the retail point of sale market. On February 21, NCR formally announced the release of the RealScan 7832 at the MarketTechnics show in Dallas, TX.

"Our product focus during 2003 will continue to target an aggressive ramp of the Flic scanner and we anticipate strong sequential growth in each of the next several quarters. Shipments of the Flic scanner are now underway and we have received orders for more than 1400 units and have shipped more than 800 units to date. Channel development activities continue to gain momentum and we have established a very solid initial footprint with agreements with 10 distributors and resellers throughout the United States. We anticipate the announcements of a number of additional distribution partners in the US and abroad. Early order activity and market feedback suggests that the Flic scanner can be a significant revenue contributor in 2003. We also have strong indications of interest from several of our channel partners in the planned wireless (Bluetooth) Flic scanner, which we are targeting for release later in the year.

"We are now ramping production volumes of the Flic bar code scanner. We expect within the next several weeks to attain production volumes well in excess of 1,000 units per week with yields at 90% or better. We will continue to expand production throughout 2003.

"We will also continue to drive and respond to demand for the Nomad(TM) Augmented Vision System in a variety of vertical segments. Based on our experience during the last year, we continue to expect modest sales in the near term with more significant sales activity beginning later in the current year. The product continues to be well received in applications relating to measurement positioning and navigation, and for real-time monitoring and sensing. We also continue to work with Siemens and Silicon Graphics and others on "performance support" applications for a variety of commercial and industrial maintenance activities. The product recently won an "editors` choice" award from Motorboating magazine and will be available through select dealers of Furuno marine equipment beginning in April.

"Our recently announced agreement with Canon is focused on the development of high resolution electronic viewfinders (EVF) for digital cameras and camcorders, a large and growing market with annual demand for digital cameras expected to reach 40 million units by 2005. We achieved a number of significant milestones during the last year related to the development of this unique solution and expect within the next 6 months to meet our goal of achieving a scanning engine that meets size specifications consistent with requirements for commercial products. We continue to target first shipments of Microvision display engines for consumer products as early as 2004.

"Interest from leading consumer electronics manufacturers across Asia continues to grow for the EVF application as well as other high volume consumer electronics applications of our microdisplay platform.

New Developments

"Mobile handsets and terminals continue to be a focus for our low-cost consumer display solutions. We have recently signed a memorandum of understanding with one of the world`s leading suppliers of mobile handsets to explore potential designs for both built-in and head worn displays for cell phones and mobile gaming devices. We have also been awarded a contract by one of the world`s leading wireless network operators to develop concept designs and conduct preliminary ergonomics and usability testing of both handheld and wearable mobile devices.

"We anticipate delivering this quarter to two leading medical device companies, wearable prototype microdisplays for use in surgical applications. These displays are full color and are notable for their exceptional image quality. The prototype platform can be configured as either a monocular or biocular system.

"We recently demonstrated for the first time a prototype full 2D laser camera also based on our silicon microscanner platform. The system produced very high resolution monochrome and full color images. We are in the process of benchmarking our performance measurements against a range of commercial imaging products including currently available 2D barcode readers and plan to publish these preliminary results as part of our initiative to form additional development partnerships and accelerate product development efforts for a variety of image capture products including 2D bar code scanners. The resolution demonstrated by the current prototype would allow for imaging a 2D barcode with a feature size substantially smaller than those in practical use today. Laser cameras also offer potential for smaller size, lower peak power requirements and more rapid scan capture because of their relative immunity to motion blur. Other potential advantages include better illumination uniformity and an improved ability to read symbols or images that are embossed or engraved on parts or materials surfaces because of the increased dynamic range of the laser light source.

"Our work on automotive displays has had a strong start in the first quarter of 2003, with new development contracts with BMW, a second European automaker and a leading Tier 1 auto supplier. We built prototypes for a head-up projection display and a reconfigurable dash, both of which were delivered in the current quarter to our customers well ahead of their expectations. Our automotive strategy is to work with Tier 1 suppliers to develop our technology for a number of automotive applications and we expect to build on the success we have experienced to date with additional work during 2003 and beyond.

"We have recently entered into the feasibility phase of a development agreement with a major Asian display manufacturer which incorporates our microscanning technology in a unique configuration to enable rear- and front- projection displays for both specialty and mass-market applications including large screen television. We believe the approach may enable unique non-pixelated displays that are highly competitive in costs as compared to existing projection techniques.

"In response to a request from a major supplier of military vehicles we have developed and successfully demonstrated a replacement candidate for miniature CRTs used in a variety of weapons sights and small head-down displays that are used throughout a variety of military products. The monochrome green display makes use of the basic Nomad system architecture refitted with a blue-violet laser and coupled with a phosphor coated glass to convert the image to the desired green color. Potential advantages of the system include smaller package size, low voltage operation and longer life.

"We recently performed our first successful flight test of our full-color, see-through display system called Spectrum. The flight test was part of a contract awarded to Microvision by the U.S. Army in July and was tested in a UH-60L Blackhawk helicopter. Additional flight tests are scheduled over the next several weeks.

"Lumera has also had successful results, demonstrating a polymer-based 10GHz optical modulator last summer and demonstrating a prototype of a broadly-enabling radio frequency phase shifter earlier this month.

"We believe the progress we made in 2002 has set the stage for increased product sales in 2003, both new and continued key commercial relationships and significant technological developments that will enable us to address high volume consumer applications in 2004. We look forward to reporting on our progress as 2003 unfolds."

[Michael_III]

1000 units Flic pro Woche macht etwa 5Mio$ Umsatz in 2003.
NOMAD bleibt Flop, zu teuer und nutzlos.
Killerapplikation wären erst Miniaturdisplays a 40$ in Massenproduktion. Davon sind sie noch 2 bis 3 Jahre minimum entfernt, IMHO.
Die Aussichten für diese Firma sind langfristig sehr interessant, ich stimme nur mit der vorgegebenen Timeline überhaupt nicht überein, diese lag in der Vergangenheit immer daneben.
Applikationen für MVIS-Technologie gibt es verdammt viele.

[Michael_III]

Jetzt versuchen sie es wieder mit verstärkter PR...


Ten O`Clock Tech
A Windshield Fit For A Superspy
Jody Yen, 03.03.03, 10:00 AM ET

NEW YORK - When the cinematic superspy James Bond gets into a car chase, the interior of his car is usually outfitted with a windshield similar to what you might find in a fighter jet or combat helicopter. More than just a window, it also serves as a sort of heads-up display, onto which graphics and other information are projected to help pick targets and aim weapons.

And though we may on occasion wish we could buy machine guns and rocket launchers as automotive accessories, we may soon be able to buy cars with windshields enhanced with similar heads-up technology. A company based in Bothell, Wash., called Microvision (nasdaq: MVIS - news - people ) makes the micro-optical scanning technology that could soon make automotive heads-up displays common.

Microvision`s automotive heads-up display
Although military and commercial aircraft have had this technology in their cockpits for decades, costs and power requirements have always been too high to put it into typical consumer cars.

Enter Microvision`s Micro-Mechanical Systems device. Roughly the size of half a dime, the entire micro-scanner houses a hinged mirror less than one square millimeter in size. With a laser feed, the mirror reflects light and moves horizontally and vertically to project images onto another surface, similar in concept though much smaller than the system inside a television set. The entire projection system fits in the palm of a hand.

With a heads-up display, motorists would be able to see their speed, fuel gauge and heading directly on the windshield, a side window or on the rearview mirror. It might also come in handy for projecting maps from an in-car GPS navigation system or to display traffic advisory messages. The display is visible in daylight and at night.

The automotive heads-up display is only one of the uses for Microvision`s technology. It shows up in wearable displays used by the private sector and the military. It`s also going after selling the technology to makers of mobile phones and handheld barcode scanners.

Microvision already has contracts with the U.S. Department of Defense, NCR (nyse: NCR - news - people ), Canon (nyse: CAJ - news - people ) and Johnson & Johnson (nyse: JNJ - news - people ). It finished 2002 with a net loss of $27 million on sales of $15.8 million, with sales up 48%.

"Because the technology is so small and compact, automotive manufacturers can reconfigure the instrument in any shape and size," says Microvision Chief Executive Rick Rutkowski.

Microvision has partnered with German automaker BMW to develop automotive projection system in BMW 7 series models. Rutkowski estimates the costs of the unit to be roughly $1,500 to $2,000. The technology should start showing up in cars with the 2006 model year.

----------------------------------

trotzdem informativ und nice to read.
3 Jahre entfernt von Autoapplikationen, ist noch lange...
aber dann sollte MVIS eine Firma mit evtl 3stelligen Mio$-Umsatz sein, bei ggf ordentlichen Gewinnmargen.
Eine Mrd$-Marktkap sollte dann zwangsläufig sein, selbst bei weiterer Ausgabe von ein paar Mio Aktien (sagen wir mal auf grob 20 Mio shares) ein interessantes Langfristinvest. Mit sehr langem Atem, wohl oder übel...

[Michael_III]

Wahnsinn, im Vgl. zum 3.Quartal wurden bis Ende des 4.Quartals >500000 Aktien abgestossen. Nur noch 14% Instis drin. Finde dies schon heftig.
Short interest weiter gestiegen, 1.82 Mio shares nun.

Die Einnahmen von 15 Mio$ für 2002 lagen übrigens 12 Mio$ niedriger als von MVIS ein Jahr zuvor prognostiziert...

Technologie toll, man kann auch immer wieder schöne PR-Berichte schreiben, nur:
NOMAD wird nie einschlagen, da zu teuer.
Flic pro Jahr max. 5Mio$ reinholen.
Killerapplikationen mind. 3 Jahre entfernt!

Summa summarum: man braucht MVIS derzeit überhaupt nicht kaufen, denke wir werden auch in kürze wieder eine 3 vor dem Komma sehen.
Contract"news" interessieren niemanden mehr, rentabel wird man frühestens 2007.

[gabi]

ich sehe mvis spätestens 2005 profitabel. wenn das microdisplay kommt und ich gehe davon aus, dass es 2004 zum ersten mal zunächst im prosumer bereich eingesetzt wird, dann geht es ratz fatz. und wenn absehbar wird, dass canon und diverse andere biggies in die massenfabrikation einsteigen, dann wird dies auch entsprechend runtergerechnet. wann dies geschieht, keine ahnung. aber ich denke man muss die commercial contracts schon sehr genau verfolgen. und laut CC ist auch nicht ausgechlossen, dass schon vorher von einem partner kohle fliesst.
die instis steigen aus und weiterhin massive short verkäufe. mvis ist ein retail stock mit allerdings sehr finanzkräftigen privatanlegern.
ob man jetzt schon drin sein muss, ist allerdings die frage.

[Michael_III]

2.6 Mio Aktien neu ausgegeben, auf einmal sind wir bei fast 18 Mio shares... so schnell gehts, beschissene Konditionen, Aktie abgestraft zurecht. Kapital reicht für 6 Moante maximal. Dann wieder Ausgabe von 2 bis 3 Mio Aktien. Steigen werden die nicht, dazu gibts kein Grund, erst in einigen Jahren bei 20 bis 25 Mio shares outstanding.
Easy for shorts to cover, die haben gewonnen.

[Michael_III]

Microvision Estimates $12.5 Million in New Funds to Carry It at Least Through 2003

BOTHELL, Wash., Mar 6, 2003 (BUSINESS WIRE) -- Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, today clarified that based on its current operating plan, the $12.5 million equity offering completed yesterday raised sufficient cash to fund the company`s operations at least through the end of 2003.
The company reported that it has already received more than $12.1 million of the proceeds from yesterday`s offering and fully expects to receive the balance today. The company estimates that, under its current plan it would need to secure approximately $3 to $4 million in additional capital to fund its operations through the first quarter of 2004. The company currently plans to seek additional independent financing for its Lumera subsidiary, in order to fulfill part of this requirement. The company said it also has the option to limit or reschedule certain planned expenditures in order to extend cash balances if needed.

"We believe that $12.5 million was the appropriate amount of capital to raise at this time, given a variety of factors, including current market conditions and our anticipation of continued positive developments in our business, some of which may further reduce our capital requirements," said Microvision CEO, Rick Rutkowski. "Last week we reported record 2002 financial results, including a 48% increase in revenue, a 92% increase in gross profit and a 22% reduction in our net loss. These are encouraging trends as we pursue the objectives of continued growth toward profitability. We continue to view both our near term and long term outlook as very positive and we remain enthusiastic about our prospects in 2003 and beyond.

"While there are always risks in any plan, we believe there are specific opportunities for upside. Our results in 2002 and early 2003 include a number of contract awards with significant partners, such as Canon, NCR, Johnson & Johnson, BMW and the U.S. military, among others. We are pursuing additional development contracts for this year and next that could potentially reduce future capital requirements and accelerate profitability beyond our current plan. We are also exploring a range of potential financing alternatives including strategic investments by one or more prospective partners. We believe it is in the interest of our shareholders to evaluate and pursue such opportunities before raising additional capital in the financial markets. However, having raised substantial capital since September of 2001, and having just completed a significant offering amidst very challenging market conditions, we also remain confident in our ability to access the capital markets if and as needed for future financings. We are pleased that existing investors chose to participate in this recent financing, we welcome new investors and we remain committed to working to deliver value for every one of our shareholders."

-----------------------------------

bei 7$ versäumt Aktien auszugeben, RR verspekuliert sich wie mit seinen eigenen Aktien... wenn sie behaupten, aktuelles Kapital reicht bis Anfang 01/04, dann verbrennen sie weitere 27 Mio$... anno 2003 (15+12), sofern meine Rechnung stimmt.
Unter der Tatsache, dasss MVIS-Prognosen sich immer zeitlich um 50 bis 80% nach hinten verschieben rechne ich auch für 2004 mit development contracts. Der BMW-Kamerad sprach von MVIS-Produkten in BMW von "vor 2010", RR von 2006. Liegt um 4 Jahre auseinander, wem glaubt man eher? Mein Bauch sagt 2007/08, das ist noch sehr lang...
Verluste müssen sie weiter reduzieren, aber wie will man das bei den Spitzengehältern von manch Unqualifizierten an der Spitze?
Einzig und allein die Technik und der Glaube daran, zudem die Tatsache dass MVIS immer wieder Geldgeber findet (wenngleich zu immer schlechteren Konditionen), spricht für den Laden. Vielleicht ist es eine gute Taktik, bei absoluter Kursschwäche nachzulegen, aber nach diversen PR-Aktioen und kurzfristigen Hypes auch wieder welche abzugeben.

M_3

[gabi]

die konditionen für die PPs haben sich zumindest seit den letzten 2 stetig gebessert.
man kann halt nicht immer exakt timen. sie hatten aber, glaube ich, bei ca 50$ auch mal ein PP durchgeführt. im schnitt ist man dann doch ganz gut gefahren.
zudem wird in der heutigen PR auch endlich mal die mögliche strategische beteiligung eines oder mehrerer partner kommuniziert.
18 mio aktien sind nach wie vor IMO ein witz. da haben andere nach 10 jahren R&D meistens schon über 100 mio aktien ausstehen.
ich freue mich auf die vorstellung von dem rückprojektions fernseher mit einem der führenden hersteller. da wird dann ein neues fass aufgemacht.

[Michael_III]

RR verspekuliert sich derzeit ständig, seine sich nie erfüllenden Prognosen verprellen manche Anleger. Einzig und allein die revolutionäre Technologie sorgt für eine treue (und blauäugige?) Fangemeinde.
Die 50$ damals waren natürlich aus heutiger Sicht traumhaft, aber fürs damalige Umfeld auch nicht so schwierig.
Immerhin bekommen sie auch in schlechten Zeiten Kapital, d.h. bankrott werden sie nie werden. Ist auch was...

Ernsthaftes Geld wird MVIS nicht vor 2006/07 verdienen, aber wenn sie es schaffen, dann richtig!
Geduld... viel Geduld...

[Grennhorn]

Hallo M 3

bin gerade im Internet über die Firma

Micro Optical Westwood Massachusetts

gestolpert. Die bieten ein Sortiment an
Brillen ( 5000 $ ) an.


Kommt Microvision jetzt endgültig zu spät??
Verbindung zum Militär gibts auch.

Leider ist es eine Privatfirma soweit ich das
gelesen habe.

gib mal Deinen Kommentar zu dieser Firma

mfg Grennhorn

[Michael_III]

Die Firma kenn ich nicht und kann ich nicht beurteilen. Dass MVIS viel Zeit verloren hat und dabei viele Mio$ verbrannt hat steht außer Zweifel.
Die vermeintlichen Killerapplikationen (sollten sie denn jemals kommen) sind noch Jahre entfernt. Ein steigender Kurs ist nicht zu erwarten (wieso auch wenn man erst in 2007 brauchbare Produkte abliefern kann?), d.h. Kapital zu beschaffen wird immer schwieriger, hat schon die letzte Runde deutlich gemacht.
Letztes Quartal wurden 500000 Aktien institutioneller Anleger abgestossen, ich denke nicht dass dies nur aufgrund der Marktschwäche geschehen ist.
Was NOMAD soll verstehe ich immer noch nicht, ein ganz gewaltiger und teurer Flop...
Flic zwar positiv, aber Peanuts.
Und BMW hat klare Aussagen gemacht...

[Markus______]

Mir ist diese Firma bekannt, weiß aber auch nur das zumindest bis vor einem Jahr die Auflösung nicht so gut war wie bei MVIS.
Aber mal was generelles: MVIS-Technologie ist auf dem ersten Blick schon faszinierend. Nüchtern betrachtet wird aber dabei nur mittels Laser von einer "punktförmigen"
Quelle aus das Bild direkt auf die Netzhaut projektziert wird, während man bei konventionellen Verfahren z.B. bei einem Bildschirm das von diesem Körper abgestrahlte
Licht empfängt (dadurch muß dieser Körper bestimmte Ausmaße besitzen = je größer die Fläche von der
Licht abgestrahlt wird, desto größer erscheint er). Ich denke das ist jedem klar.
Worauf ich hinaus will: Was genau macht die Technologie von MVIS (außer vielleicht einer schönen spielerei) denn nun so vorteilhaft?
Denn mit Microdisplays (der Fernseher ist nicht größer als nen Fingernagel, was man anschließend vergrößert)
oder mit anderen Technologien könnte ich unter Umständen genau dasgleiche erreichen.
Wenn die Technologie erfolg haben soll - und somit auch die Aktie !muß! man sich diese Frage
einfach stellen und ich finde sie kommt etwas zu kurz. Könnte natürlich auch sein ich hab was
verpasst.
Wie ich die Sache sehe (nur die Technik an sich):
Nachteile: - Sehe ich primär ein gewisses Akzeptanzproblem
Vorteile: - Auch im grellen Tageslicht problemlos einsetzbar
- Man hat kann trotzdem die Umgebung um einen herum wahrnehmen (see-through)

Leider habe ich noch nie einen Nomaden ausprobieren können (wie wir wohl alle nicht).
In diesem Zusammenhang mal ein paar - wie ich finde - wichtige Fragen um diese Technologie richtig einschätzen zu können (die erste finde ich mit am wichtigsten)
1. Was ist der maximal mögliche Abstand Auge-Laser?
2. Läßt sich die Auflösung noch steigern?
3. Läßt sich die wahrgenomme Bildgröße steigern (z.B. von 17` auf 21`)?

Vielleicht kann ja der eine oder andere dazu etwas sagen bzw. zu der Frage was konkret die Technik anderen voraus hat.

[Grennhorn]

@ markus und M 3

soweit so gut......
bei Microvision sehe ich so langsam die Felle
sprich Rentabilität schwimmen gehen, wie M3 schon
bemerkte.
Wir haben die Firma Micro Optical mal angemailt uns ein Angebot über eine der Brillen zu machen mit PAL-Technik.
Desweiteren ob es möglich ist uns Unterlagen zu-
kommen zu lassen.
Vielleicht kann man daraus auf den Stand der Technik
und die Produktreife Rückschlüsse ziehen.
Bin selbst in Microvision dick investiert.
Na ja no risk no fun.

mfg Grennhorn

[Michael_III]

Bin wirklich kein Technik-Freak und kann die Fragen auch nicht beantworten, am besten selbst an [e-mail] mailen, die werdens 100pro beantworten, kannst ja die Ergebnisse reinstellen.
Mich selber hat vor 3 (!) Jahren ganz einfach die Vorstellung fasziniert, ein Handydisplay durch ein MVIS-Display zu ersetzen, sei es integriert in ein Handy oder mittels einer (kleinen) Brille.

NOMAD ist und bleibt zu teuer, warum man ein Produkt rausbringt und vermarktet, auf welches man viele $ draufzahlen muß verstehe ich nicht. Die damaligen Prognosen von RR, man wolle anno "2002 um die 1000 NOMADs verkaufen und 2003 so um die 3k bis 5k Stück" fand ich realitätfremd, jetzt wissen wirs. Das Teil ist einfach zu teuer und zu nutzlos. Bei MVIS wurden meiner Ansicht nach gewaltige strategische Fehler gemacht, zudem immer falsche Prognosen in die Welt gesetzt (aber scheinbar muß man das in den Kapitalmärkten um Investoren zu verscheißern).
Die Technik ist und bleibt nach wie vor fantastisch. Dass man aber nicht ewig begrenzt Zeit hat zeigt einerseits die dünne Kapitaldecke, andrerseits kommen andere Anwendungen zum Zuge. Bestes Beispiel: BMW-Display in der Formel 1 (glaube made by Siemens). Auf die Frage, wann MVIS-display in BMW zum Zuge käme, antwortete der BMW-Manager "noch vor 2010". Bekanntlich soll automotive laut RR der erste größere Markt für MVIS-Technik sein. Diese Aussagen zusammen zeigen mir ganz deutlich, dass MVIS in den kommenden zwei Jahren nach wie vor von development contracts und Finanzierungsrunden zu ungünstigsten Konditionen leben muß.
Klartext heißt dies, dass man diese Aktie derzeit nicht besitzen muß, und in 2 Jahren muß man dann evtl neu justieren...

We will see...

[Michael_III]

bin kein Fan von Three-Five-Systems, aber

Insider and 5%+ Owners: 1%
· Institutional: 62% (63% of float)
(180 institutions)
· Net Inst. Selling: 544.0K shares (+4.23%)
(prior quarter to latest quarter)

Jetzt kommt das Entscheidende:
Market Capitalization $125.6M
Shares Outstanding 21.4M
Float 21.2M

Short Interest
As of 10-Feb-2003
Shares Short 883.0K
Percent of Float 4.2%
Shares Short
(Prior Month)

Income Statements
Sales (ttm) $88.0M

-------------------------------------

und MVIS...

· Insider and 5%+ Owners: 5%
· Institutional: 14% (15% of float)
(62 institutions)
· Net Inst. Selling: 488.0K shares (+28.83%)
(prior quarter to latest quarter)


Share-Related Items
Market Capitalization $61.4M
Shares Outstanding 15.2M

shares outstanding mit neuer Finanzierungsrunde:
18Mio
(ANMERKUNG: nächstes Jahr dürfte MVIS auch bei 21 Mio shares liegen, und etwa 20 Mio$ Umsatz generieren bei gleichem Verlust (positive Bauchschätzung) )


Short Interest
As of 10-Feb-2003
Shares Short 1.82M
Percent of Float 12.7%
Shares Short
(Prior Month)

(ANMERKUNG: ist sowas von einfach und klar...)

Income Statements
Sales (ttm) $15.9M








Meldung von TFS, die Kursgewinne nach sich gezogen hat. Hier wird nochmal deutlich, welche starke Kapitaldecke andere vergleichbare Unternehmen haben und wie MVIS dasteht.


Three-Five Systems spinning off unit
Shareholders will get new stock as dividend

By Steve Gelsi, CBS.MarketWatch.com
Last Update: 4:05 PM ET March 19, 2003


NEW YORK (CBS.MW) -- Three-Five Systems said it will spin off its money-losing microdisplay business to its shareholders this summer in what`ll be the birth of a new publicly traded company.


While it`s not an initial public offering, the stock will be a debutante for the stock market during a time of few newcomers.

Three-Five Systems (TFS: news, chart, profile) will shed its ownership of its LcoS microdisplay division as it focuses on its core business of design engineering services, integration, and manufacturing services for suppliers of technology in the display and non-display markets.

The new company will be dubbed Three-Five Microdisplay Inc., or TFMD, with the anticipated stock ticker of "TFMD" on the Nasdaq.

Three-Five shareholders will receive roughly one share of TFMD for every four shares they own of the parent company, according to a preliminary projection by the firm.

Three-Five Systems will capitalize TFMD with about $20 million to $25 million in cash, which the company said it expects will allow it to "achieve its business objectives."

The money won`t represent an ownership stake in the company, nor will the unit be required to pay it back, a company spokeswoman said.

TFMD will have revenue in the range of $5 million to $8 million per year, but it`s expected to generate losses for at least the next two years, Ryan Beck & Co. analyst Brian Foote said in a note to clients.

Without the unit, Three-Five Systems will generate $135 million to $155 million in revenue this year, with a breakeven level likely in the second quarter and profitability in the third quarter, Foote said.

Both companies will maintain their operations in Tempe, Ariz.

TFMD will focus on producing products for rear-projection high definition televisions, multi-media front projections and monocular headsets.

The move comes after the parent company concluded that the two units are, "fundamentally different businesses with unique needs that must be satisfied in order for them to realize their full potential," Three-Five Systems CEO Jack Saltich said in a statement.

Investment bank Needham & Co. is advising Three-Five Microdisplay on the spin-off transaction and the investor road shows for both companies.

During the bull market, such spinoffs would take the form of an initial public offering, but during these hard times in the stock market, such an option is rarely considered.

Three-Five has enough cash on its books -- about $81million -- to provide capital to its spinoff that would normally be raised in an IPO.

Shareholders will receive the stock as a dividend by June or July, a company spokeswoman said.


-----------------------------------

MVIS lebte kurstechnisch lange Zeit von seiner hervorragenden Technologie. Wenn nun wirklich klar wird, dass Killerapplikationen noch Jahre entfernt von Massenmarktreife sind, ist der Laden hoffnungslos überbewertet, könnte einen Kurssturz auf 1-2$ nach sich führen und kommende Finanzierungsrunden zur Katastrophe werden lassen (für bereits Investierte).
MVIs ist derzeit sehr teuer...

[gabi]

@Michael: EVF mit Canon wird der erste breite markteintritt von MVIS sein, nicht die automotive displays. diese microdisplays für digitale foto cameras und videocameras können ein volumen von mehreren millionen stück erreichen. also wesentlich grössere stückzahlen als im automobilbereich. den markteintritt hierfür schätze ich auf ende 2004 bis 2005. im prosumer bereich auf anfang 2004.

@markus: bin nun auch wahrlich kein tecchi, aber wie ich die technologie verstehe, kann der abstand von ein paar zentimetern, bei den brillen, bis auf einige hundert meter justiert werden. die bildschirmgrösse ist auch entsprechend variabel. die derzeitigen microdisplays, die auch bei den EVF eingang finden, haben angeblich eine bis zu 9 fach bessere resolution als die derzeitig eingesetzten LCD displays. und sie sind auch im grellen sonnenlicht noch brilliant. zudem brauchen sie wesentlich weniger energie. der entscheidende vorteil ist jedoch das Qualität-Preis verhältnis. und hier ist die MEM technik unschlagbar. die einzelkomponenten sind in der massenfertigung billigst herzustellen und der ausschuss ist verschwindend gering im gegensatz zu LCD displays.

[Michael_III]

Vorausgesetzt die bekommen was mit Canon auf die Reihe, bin da mittlerweile auch vorsichtig...
wenn ich mich recht entsinne hat Rick mal die Marschroute vorgegeben und automotive als wichtigsten Markt bezeichnet, aber evtl weiß er selber nicht so genau die Richtung.

Tatsache ist aber: sollte das 40$ MEMs-Display wirklich auf den Markt kommen, schlagen die alle anderen Produkte & Techniken in Preis sowie in Leistung sehr deutlich. Denke auch dass dies den Aufschlag für die Aktie bringt (im Vgl. zu anderen wie TFS).
Mit NOMAD wollte man wohl mit aller Gewalt ein Produkt auf den Markt werfen nach dem Motto:"Seht her,..."
völliger unnötiger, teurer Schwachsinn. Interessant dass von irgendwelchen Stückzahlen auch nicht mehr die Rede ist.

[Michael_III]

Microvision Awarded Additional $2.2 Million From U.S. Army; Company Accelerates Virtual Cockpit, Helmet-Mounted Display for Flight Demonstration in 2004

BOTHELL, Wash.--(BUSINESS WIRE)--April 7, 2003--Microvision, Inc. (Nasdaq:MVIS) today announced that it has received a contract modification for an additional $2.2 million from the U.S. Army Aircrew Integrated Systems Product Office awarded through the U.S. Army`s Aviation Applied Technology Directorate (AATD), located at Ft. Eustis, VA. Microvision will expand and accelerate its work on the Virtual Cockpit Optimization Program (VCOP) for use in attack and utility helicopters, preparing the revolutionary, pilot worn, full-color display for flight demonstrations in 2004. Microvision will build two helmet mounted displays based on the miniaturized and ruggedized subsystem it developed over the past two years.

VCOP is intended to function as a virtual cockpit that takes advantage of Microvision`s advanced display technology to provide pilots with different information overlays depending on where the pilot is looking. As the pilot looks up and out of the cockpit, various full-color targeting, navigational or terrain overlays appear on his helmet display. When the pilot looks down into the cockpit, virtual instruments may appear, replacing many of the existing dials and displays found in cockpits today. Microvision believes that the virtual cockpit concept and its variations can be utilized not only in helicopters, but also in a variety of other military and commercial aircraft and even in ground vehicles.

"The result of the VCOP program is expected to provide both technical and cost advantages to the Army," noted Rob Sainsbury, General Manager of Government Programs for Microvision. "Aging helicopter instruments present a real problem. Legacy avionics can be cumbersome and hard to maintain, particularly as new capabilities become available. Maintaining or upgrading cockpit hardware requires re-engineering, replacement and re-wiring. This expensive procedure removes the aircraft from service for an extended period. A virtual cockpit with helmet mounted display however, is small, lightweight and can be readily upgraded by changing the software. We believe the flexible, cost effective VCOP system will help the Army deploy and maintain the most advanced helicopter cockpits available while offering substantial savings compared to the cost of upgrading all the instruments, software and supporting elements in an existing helicopter`s avionics suite."

Sainsbury added "We are excited about our expanding role with the Army and appreciate the level of support we have received from Congress, particularly the Washington delegation. Their support of this technology will pay real dividends for our men and women in uniform."

About Microvision: www.microvision.com

[Michael_III]

U.S. Army Adds $1.6 Million to Microvision Development Contract for Wearable Displays for Mobile Medics; Company to Deliver Prototype Demonstration Unit

BOTHELL, Wash.--(BUSINESS WIRE)--May 5, 2003--Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, today announced that it has been awarded a $1.6 million addition to an existing development contract from the U.S. Army`s Medical Research and Material Command (USAMRMC), Telemedicine and Advanced Technology Research Center (TATRC).

The contract funds the continued development of a mobile, personal display system for medical applications. The company anticipates delivering its first prototype demonstration units by the end of the year. Microvision was first awarded a $3.3 million contract in December of 2001 and its first contract addition of $1.1 million in August of 2002.

The contract supports the Army`s development of a mobile medical system that enables military surgical personnel and medics to access and transmit critical medical data via a head-worn display, wearable computer, and wireless network. Under the contract, Microvision is to design, integrate, and test a head-worn, mobile Augmented Vision System based on its unique scanned beam display technology to meet the Army`s medical system specification.

"Microvision expects to deliver a prototype of a unique and powerful wearable display that demonstrates how our products can enhance safety and effectiveness in this critical aspect of military operations," said Rick Rutkowski, Microvision`s CEO. "We look forward to working with TATRC to test prototypes in field situations which we believe will demonstrate the full range of the display`s potential to address the future of battlefield medicine."

"We are excited about our expanding role with the Army and appreciate the support we have received from Congress, particularly the Washington delegation and their support of this program. Their support of this technology will pay real dividends for our men and women in uniform."

Mr. Rutkowski added, "our expectation has been, and continues to be, that this effort will help pave the way for subsequent additions to the Nomad product line that will feature enhancements in overall ergonomic design, form factor, and performance; enhancements that we believe will benefit a variety of military, medical, aviation and industrial applications."


---------------


Microvision Receives $900K Order to Deliver Prototype Displays for Automotive Applications

BOTHELL, Wash.--(BUSINESS WIRE)--May 6, 2003--Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, today announced that it has received an order to develop several innovative prototype displays for a range of in-vehicle applications.

Building on work completed in February 2003 under a prior contract, the program of work furthers the company`s progress in developing automotive displays and is expected to prepare the company for product development as the next step. The specific details of each prototype are confidential, but the company expects at least one of the display prototypes to be showcased at a major auto show this fall.

"We`re very pleased with the growth in contract development activity this year in support of displays for the automotive market. This order demonstrates that we are gathering momentum on the heels of our successful deliveries earlier this year," said Microvision CEO Rick Rutkowski. "We expect additional contracts and work orders this year from a growing list of automakers and suppliers. We are very pleased with these developments and with the interest that we see developing with automakers around the world. The automotive display market opportunity is huge and we believe our technology is well suited to meet the demands for next generation displays."

Microvision`s unique laser scanning projection displays are able to deliver the key features needed for a variety of next generation automotive display applications, including small size, high-brightness, modularity, low heat and low cost. Unlike conventional flat panel displays, Microvision`s flexible laser scanning module can be used in a variety of locations and car models without the need for expensive retooling.

------------------------------------


Hier handelt es sich jeweils um lächerliche peanuts, die es dem unternehmen zwar ermöglichen, am Leben zu bleiben, von substanziellen Wachstum geschweige denn von einem Massenmarkt tauglichem Produkt sind sie aber noch Jahre entfernt... auch Mitte 2003 nur development contracts...

Instis haben ihre Positionen deutlich verringert, shorts verdienen sich mit der Aktie dämlich. Übermorgen gibt es enttäuschende Zahlen, mal wieder versucht die IR-Abteilung mit Meldungen, die auf die große Zahl der Anlegerschaft nicht mehr positiv wirken, schlimmstes zu verhindern.

ein MVIS-Aktionär aus dem yahoo-Board:
"the next step is a pre-production contract in July. This should be signifigant. This should be a contract to supply the test units and to help debug the production line. My guess is around 4 to 5 million. 6 months later this will be followed with a full blown production contract. My guess is this would eventually be around 10 to 15 million. This will depend on volume of course but this customer has plans to expand the display devices to the 5 series."

Bin mal gespannt was passiert, bzgl. BMW ist meine Einschätzung, dass es noch mind. 2-3 Jahre dauern wird. Bis dahin wird MVIS noch einige Aktien auf den Markt werfen müssen, und Aktionäre viel Geduld aufbringen...

[Michael_III]

short interest deutlich gesunken auf 1.6 Mio Aktien, Kurse trotzdem nach wie vor sehr tief, d.h. die haben ordentlich verdient...

Instis haben ca. 400000 Aktien abgestossen!

[Michael_III]

Press Release Source: Microvision, Inc.

Microvision Reports First Quarter of 2003 Revenue of $3.5 Million
Thursday May 8, 4:03 pm ET
Quarterly Revenue from Non-Government Contracts Sets All-Time High
Company Sees Strong Revenue Growth in Q2

BOTHELL, Wash.--(BUSINESS WIRE)--May 8, 2003--Microvision, Inc. (Nasdaq:MVIS - News), a leader in light scanning technologies, today reported financial results for the first quarter of 2003.

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Revenue for the first quarter of 2003 was up 11% over the fourth quarter of 2002. Revenue for the three months ended March 31, 2003 was $3.5 million compared to $3.8 million for the same period in 2002. Gross profit for the three months ended March 31, 2003 was $2.1 million, a 60% gross margin, compared to $2.0 million, a 52% gross margin for the same period last year. Revenue in the first quarter of 2003 was derived from ongoing work on development contracts with the U.S. military, non-government development contracts, sales of the Flic(TM) Laser Bar Code Scanner, sales of the Nomad(TM) Augmented Vision System, and development contracts at its subsidiary, Lumera. Revenue from non-government commercial development contracts was $2.0 million, the highest quarterly level in company history, revenue from development contracts with U.S. government agencies was $1.4 million and revenue from product sales was $135,000.

The net loss for the three months ended March 31, 2003 was $7.4 million or $.46 per share compared to the net loss of $8.2 million or $.63 per share for the same period in 2002. Net cash used in operating activities was $6.7 million for the first quarter of 2003 compared to $8.3 million for the same period in 2002.

The company, including Lumera, ended the quarter with $19.9 million in cash, cash equivalents and investment securities and a contract backlog of $4.4 million. Subsequent to the end of the quarter, the company signed additional contracts and work orders totaling $2.5 million. The company expects continued activity in 2003 on a variety of both existing and new projects relating to development activities in the consumer electronics, automotive, medical and defense areas.

The company indicated that it expects second quarter revenue to increase significantly from the first quarter. The company also expects to reduce its net loss in the second quarter.

"Our contract development work grew in the first quarter, fueled by a record level of non-government development contracts," said Microvision CEO Rick Rutkowski. "Not only is this a growing source of revenue, but it is an indication of a developing product pipeline in which important customers are well invested. Contract work in the first quarter included contracts from Canon, Johnson & Johnson`s Ethicon Endosurgery unit, BMW, another European automotive company and a world leader in automotive electronics. While contract revenue can be uneven from quarter to quarter, we expect our overall level of development activity to remain strong throughout the year.

"Production capacity for Flic is currently in excess of 1,500 units per week, with yields exceeding 90%. We are confident that we can continue to ramp production capacity while improving yields. To date, we have received orders for more than 1,600 Flic units and have signed 14 distribution agreements, including our OEM agreement with NCR. Our sales and marketing efforts continue to focus on rapid growth of our distribution channel and our distribution partners, including NCR, and they are beginning to launch their sales initiatives. We have proposals or quotes outstanding for over 30,000 units and we expect unit sales to begin ramping in the second quarter. The response to the Flic product continues to be strong and positive especially in large volume purchase opportunities where its combination of affordability, ease of use and low total ownership costs provide compelling savings. We have successfully demonstrated prototypes of the Flic Freedom wireless bar code scanner and continue to target the launch of the product in the second half of the year. Market interest in this product has been strong.

"Early in the second quarter, we decided to consolidate our operations in San Mateo, California, where we were conducting some Flic development activities, to our facility in Bothell. We determined that we could achieve the same level of productivity with lower overall costs. We estimate that we will save approximately $1 million over the next year as a result of the consolidation.

"We continue to make progress in developing the market for Nomad. We recently completed some of our most successful and important field trials to date with both military and commercial customers. Response to the product and its benefits was favorable and strong. A major aerospace company recently notified us of the selection of Nomad for use in aircraft maintenance. We expect to report on this and the results of our recent trials very soon. We believe our work on two government contracts will result in substantial improvements to the Nomad display. These enhancements can be the basis for important additions to the product line. We continue to pursue a number of potentially significant opportunities for Nomad and, based on our evaluation of several key opportunities, believe sales of the product can become much more significant as we move into 2004.

"We continue to meet the development milestones in our agreement with Canon. We anticipate that in mid to late summer, we will be ready to begin the product development phase for the electronic viewfinder application. We are in active dialogue with a number of the leading consumer electronics companies relating to a range of consumer products, including electronic viewfinder for digital camcorders and displays for gaming and entertainment applications. Each of these is a significant market opportunity and we remain on target to achieve a display engine that we believe uniquely meets the requirements for high volume consumer products. We have also attracted significant interest from well-known and highly qualified manufacturers for high volume production of our low-cost display engine for consumer applications. These relationships will be key to achieving dramatic packaging and cost gains for our display engines for consumer products.

"We`ve had a very strong start to our work in automotive displays in 2003, building on the momentum we developed last year. We have received work orders and contracts totaling over $1 million so far and we believe additional contracts will be forthcoming. We have expanded our customer base to include BMW, a second European automaker, and one of the world`s leading Tier 1 automotive suppliers, and we are currently in discussions with several other significant automakers and suppliers. We have built, or have contracts to build, prototypes for a head-up projection display, and a series of reconfigurable dash and console instruments and controls. We believe that we are rapidly moving to the product development phase for a number of automotive display applications. Certain of our current and planned development activities will also center on a design that will enable dramatic reductions in size for our head-up display.

New Developments

"We recently reported that we had demonstrated a prototype of a laser scanning camera based on our microscanning platform and that we were in the process of benchmarking our results against a range of commercial imaging products and applications. We have recently completed our benchmarking study against a commercial 2D bar code scanner and have documented significant advantages in usable range, motion blur immunity and contrast. We expect to report these results to prospective partners and relevant media soon. Our strategy is to develop partnerships to accelerate product development for a variety of applications that utilize miniature cameras, including 2D bar code scanning, machine vision and medical imaging.

"We completed a demonstration, with funding from a major Asian display manufacturer, of our microscanning technology for use in a rear- and front- projection display for large screen televisions. The test was very successful and has resulted in development work on other elements of the system being conducted by our prospective partner. The current plan is for our sponsored development work to resume at the completion of the partner`s activities.

"We continue to develop and evaluate both wearable and handheld product concepts for mobile and cellular communications under contract to one of the world`s leading wireless network operators and under a separate agreement with one of the leading manufacturers of wireless handset and mobile data products. We are seeing renewed interest in this product category as new portable media products emerge from a variety of the world`s leading technology companies.

"We have recently been asked by a major Asian company to submit a proposal for development of an engine for high-speed laser printing applications, based on our core microscanning technology.

"We are also very excited about the new developments at Lumera. They recently demonstrated a prototype radio frequency phase shifter that has the ability to deliver new levels of precision and performance for several applications, including phased array antenna systems. Lumera has enormous long-term potential and we remain excited about the company`s future prospects.

"We believe that we are back on track for achieving quarterly sequential revenue increases and we are very encouraged by our results year to date and the promising outlook for the second quarter. We are well positioned and we believe that we are on track to achieve our objectives for the year, which include establishing Flic as a significant revenue contributor and introducing the Flic Freedom wireless product, developing markets and applications for the Nomad display product and achieving the technology development and partnering milestones needed to bring consumer applications to market."

[Michael_III]

MVIS zurecht downgegradet auf marketperformer (wobei eher von underperformance auszugehen ist).

Ausblicke wie eh und je hervorragend, aber auf der Haben-Seite ist nichts:

Flic wird man ein paar tausend Stück verkaufen können dieses Jahr, na und? Umsätze vielleicht ein oder zwei Mio$...
Nomad ist der Flop schlechthin, man verkauft eine handvoll Stück und macht damit gewaltig Miese... Änderungen in Sicht? Meiner Ansicht nach nicht, das Teil ist zu viel teuer und hat keinen sonderbaren Nutzen für den User.
Lumera müßte nach ursprünglichen Planungen schon längst in Massenproduktion stehen, aber was hört man? "We are also very excited about the new developments at Lumera. They recently demonstrated a prototype ..."
Nach wie vor ist MVIS ein R&D-Laden, sehr teuer, bei der derzeitigen burn-rate(wo bleiben die angekündigten 2Mio$ Einsparung?) verbraten die 2Mio Aktien pro Quartal.

Die Technik ist nach wie vor faszinierend, es zeigen sich gerade in dieser adhoc viele Anwendungsöglichkeiten, aber hin zu markttauglichen Produkten ist es noch ein sehr weiter Weg, min. 3 Jahre. Rick Rutkowski bleibt eben nichts anderes übrig, als Investoren mit Versprechungen abzuspeisen, viele verlieren mit der Zeit die Geduld und springen ab (siehe Instiverhalten der letzten Quartale!), andere hören von MVIS das erste mal und springen auf.
Es sind meiner Meinung nach entscheidende Fehler gemacht worden:
NOMAD auf den Markt werfen, obwohl der Markt nicht nach so ein überteuertes Produkt schreit.
Auf steigende Kurse gesetzt anstatt MVIS rechtzeitig solide durchzufinanzieren (für die kommenden Monate müssen immer wieder Mio von Aktien ausgegeben werden), interessieren würde mich ob RR seine Aktien verkauft hat weil er sich selber verspekuliert hat. Eigentlich müßte er selber sehen dass es noch Jahre dauert.

Selbst wenn in 2-3 Jahren die Technik bei BMW zum Einsatz kommt: lassen wir 100000 BMWs mit einem 40$- Display ausgestattet sein, macht 4Mio$ Umsatz, lächerlich.

einzig und allein die Vielfältigkeit der möglichen Anwendungen macht MVIS für mich noch interessant, allerdings mit einer sehr langen Sicht, derzeit gibt es sicherlich viele bessere Aktien.

[Kowloon]

Hi Michael_III,

finde deine Kommentare echt klasse, sind für mich eine große Hilfe, da du meist etwas kritischer eingestellt bist.
Ist mir aber eigentlich lieber, als nur ständig MVIS in den Himmel zu loben....und der Kurs bleibt trotzdem auf 4 USD hängen.

Auch wenn du hier fast alleine postest, nur weiter so!
Ich und wahrscheinlich viele andere schauen hier regelmäßig rein und lesen deine Komments!

Gruß,
Kowloon

[Maiball]

Hallo,

auch von meiner Seite vielen Dank. Kann ich nur bestätigen da ich einer von denen bin, die MVIS schon was weiss ich wie lange im Depot liegen haben und aus Gründen des Zeitmangels und des Vertrauens in die MVIS-Technik regelmäßig hier vorbei schauen und sich immer wieder freuen wenn ein Kommentar von Michael_III zu finden ist. Immer ein bißchen kritisch aber trotzdem genauso voller Hoffnung wie ich auch. Ohne Dich hätte ich die Dinger wahrscheinlich schon längst verschleudert. Also, weiter so ....

[Fulminator]

Kann mich dem Dank an Michael nur anschließen. Lese auch regelmäßig hier, bin aber etwas faul beim Schreiben.

[gabi]

hier gibts infos über das siemens HUD

http://www.spiegel.de/auto/werkstatt/0,1518,248469,00.html

kostet 1300€ aufpreis. ganz schön happig, aber die technologie ist halt ziehmlich umständlich. ausgangspunkt ist ein TFT display. kein wunder, dass sich BMW bei MVIS engangiert. die haben einfach die smartere technik. als marktvorbereiter taugt siemens auf jeden fall.lol.

hier kann man das vom autor erwähnte HUD von in.pro sehen.

http://www.in-pro.de/shop/picture.php?bild=5150.jpg

ist IMHO ne billige spielerei, da kauf ich mir doch lieber nen wackeldackel.

[Michael_III]

...Technologie aber auf dem Markt! Scheinbar macht die MVIS-Technologie noch gewisse Probleme... MVIS wird es nicht einfach haben, Siemens mal so kurz zu verdrängen. Liest man Kommentare seitens der MVIS-Führung oder Großaktionäre, könnte man schon meinen, MVIS würde bereits für BMW produzieren.

in.pro klingt interessant, vielleicht handelt es sich ja um den deutschen Autozulieferer, den MVIS erwähnt...

Klartext: vor 2005/2006 wirds nix mit MVIS-HUD!

[Michael_III]

Marktbeobachter rechnen daher damit, dass schon bald eine ganze Reihe europäischer Fahrzeuge mit elektronischen Helfern wie dem Head-up-Display ausgerüstet werden - mittelfristig sogar in Kombination mit einem Nachtsichtgerät. Solche Fahrerassistenzsysteme sind nach Einschätzung der Unternehmensberatung Frost & Sullivan aus Frankfurt der bestimmende Trend in der Automobiltechnik der kommenden Jahre.

Wird wirklich Zeit dass MVIS den Trend nicht auch verschläft, höhere Konkurrenz bedeuten geringere Margen. Dass andere Technologien bereits bestens funktionieren und in Großserie gehen zeigt Siemens.
Development contracts und ein paar Hundert Flics sind keine Antwort sondern unterstreichen nur die Unsicherheiten der Firma.

[gabi]

Fondinteresse an MVIS ist wieder gestiegen. knappe 18%. da ist natürlich noch reichlich platz. nachwievor ein retailstock für fanatiker.

http://holdings.nasdaq.com/asp/Institutional.asp?FormType=In…

was isn das für ne url?? ob die geht.

MVIS muss endlich die biege von den research und prototypen contracts zu den product contracts kriegen. erst wenn man sieht, dass BMW und Canon die technik tatsächlich haben wollen, wird es auch mit der aktie aufwärts gehen. hoffe ich zumindest.
bin mal gespannt wer der zweite europäische auromobilhersteller ist, der sich für MVIS interessiert. tippe mal auf Audi.
hat MVIS nicht auch was mit FORD am laufen? habe diesbezüglich nie eine PR gesehen.
vieles läuft hinter den kulissen.
die letzten zahlen waren natürlich wieder mal grottig. abre obs nun 5 oder 3,8 mil sind, ist letzendlich schnuppe.
MVIS will den break even bei ca 50 mil jahresumsatz erreichen. da müssen andere quartalszahlen her.

@Michael: meinst du, dass MVIS überhaupt ein HUD für BMW entwickelt? ich kanns mir eigentlich nicht vorstellen. die bringen doch nicht das Siemens HUD jetzt in Serie und schmeissen das teil dann wieder raus.

[Michael_III]

URL tut, denke mal die neuen Positionen stammen vom Placement aus Q1, schließlich wurden da ja >2 Mio neuer Aktien ausgegeben.
BMW-Hud wird bestimmt nicht von MVIS entwickelt, auch nicht in Zukunft, Siemens-Technologie aus "dem alten Europa" scheint wohl besser zu sein, und vor allem: markttauglich!

Interesse an MVIS-Technologie wird es nach wie vor gewaltiges geben, aber wie gesagt immer nur Prototypen ausliefern ist halt nicht grad Kurs-fördernd. Und die NOMAD-Geschichte finde ich nach wie vor traurig bis lächerlich.

M3

[gabi]

Michi, hier gibt es etwas über deine innig geliebten Nomads zu lesen.löl.

http://www.nytimes.com/2003/05/25/automobiles/25MECH.html

immerhin will man den preis auf bis zu 2000§ drücken. immer noch happig, aber wenns der mechaniker will und bezahlt solls mir recht sein.
verstehe nicht, dass man zu dem preis kein full colour anbieten kann. aber anscheinend sind die laser für blau und grün noch schweineteuer.

interessant fand ich die info von Brian Heagler, dem IR mann von MVIS, dass man im 4 quartal cashflow positiv sein will. da müssen sie aber ganz schön ranklotzen.

[Michael_III]

Vielleicht kann ich mich ja noch mit den NOMADs anfreunden. Kurstreibend bei guten Umsätzen wirkten gestern wohl einerseits der neu bekannte Partner Honda, andrerseits die Zahl von tausenden von potentiellen NOMAD-Kunden.
Woher haste denn das mit cahsflow-positiv in 4 Qs?
Den Preis muss man drücken, will man denn überhaupt welche verkaufen, sollte man dann aber tatsächlich mal an die 1000 Stück verkaufen sind das eben auch nur noch 2Mio$ Umsatz.
Interesse an der Technologie ist aber wirklich immens, kein Zweifel...

[gabi]

After some phone tag I had an informative conversation w/ Brian Heagler in IR that I would describe positive.
Where my notes are sufficient to quote directly i will provide quotations....

Q: Is the main issue concerning the re-charter the access to 100mil shares.

BH: "Yes, I know alot of things have been bandied about on the (yahoo) board on law issues to free ourselves from lawsuits or such. Basically we want to have access to the shares and be done with it." The costs of raisnig this issue from year-to-year is costly.

Q: Could you provide any guidance on the use of these shares.
BH: It allows us to do a whole lot of things: provide options to valuable employees, aquire technology or to partner, stock splits and financing. All of these are avilable to us down the line.

Q: Yes but the near term? Do expect to have a go round?
BH: "We have enough cash on hand to get to the 4th qtr where we expect to be cash positive."

Q: But if you get to the fourth qtr., you`ll still have to have enough cash on hand to get next FY annual burn?
BH: That`s true, and we may have to do financing but we expect it will be much more favorable once we show we`re cash positive..

Q; Have you ever considered a Right`s Offering?
BH: "It seems we`ve been asked about that lately..." but the costs and time delays and what happens if you don`t get 100%? "The problem we have is that MVIS has 18,000 different investors. 10,000 of these investors hold less than 500 shares. Getting a hold of each of them and processing this gets costly" (Given these types of numbers I would agree)


Q: What about Lumera? Clearly they are going to need cash soon?
BH: "Yes, as as we`ve stated in our 10Q we have no intention of using MVIS shares to raise money for Lumera. We are not going to put our stockholders up for that...." Currently we are talking to private investors, since they`re still privately held we can do a Right`s Offering quite easily in this case..."

Q: Their payroll seems kind of high?
BH: they`re at 34 right now but they`re working on that. The problem is that a vast majority of them are Scientists an Ph d`s. If you let them go you will have a hard time getting them back.

Q: If the board should fail to get the vote for a DE re-charter, how will it address the shortfall in reserve shares?
BH: "That could be a big problem. Our whole strategy in doing this re-merger is that according to our present by-laws we need a super-majority to issue more shares. This is why it`s so costly to file these things year-to-year. It`s just like any election one has for public office. The problem is, not everyone votes....And we would need 66% of the vote next year. How do you go to the shareholders then and say, `we need XXX amount of shares or we go into debt or worse?` By doing a re-merger we only need better than 50% of the vote....The alternative I suppose would be to issue 31mil preferred shares and stockholders would really get the short-end..."

Q; That`s a fairly good arguement there!
BH "Yes, but let me say what we hear on the Street, is that MVIS has done a very good job in getting financing in a hostile environment. This market is very tough on non-profitable companies."

Q: I think it is fair to say that MVIS has done a fairly good job to make it this far and not to have debt.
BH: "Absolutely! Debt is the worst thing that can happen to a company. The Banks own you if you have one bad qtr you can default...."

Q: And every margin you have gets chewed up by the interest..."
BH: "Yep..."

Q: But still its seems in these last go rounds the shares went into some very short hands...
BH: Yes but it`s not our intentions. We try to go to institutions we`re familiar with and we try to limit the overhand. There`s no doubt we`ve been subject to some hedge activities lately. One thing we may explore is a secondary. It`s a lot cheaper and easier to do.

Q: The price share has been eroding lately, do you see anything near term to give us a bounce.
BH: It`s a tough market, I can`t really explain the sell-off as of late. If you talk to some institutions they think $2 is fair valuation! But we think over all the market is improving; techs in particular. We just have to continue to improve our bottom line and I think once we get to where we can show we`re cash positive, things will take-off...

Q: Brian, thanks for taking the time to return my call...
BH: Anytime at all, if you have anymore questions feel free to call.

[Michael_III]

Dear Mr. :
Thank you for your interest in the Nomad Augmented Vision System. Nomad provides high resolution (800x600) and high daylight readability (up to 800 fL), in a head-mounted see-through display. This means that data can be displayed at the point of task, providing information exactly where and when it is needed.

We have done many applications to date using existing off-the-shelf wireless products. We have connected Nomad to wearable or portable computers which have wireless interfaces, providing a complete portable system that allows head-up operation.

Most of these systems have used standard 802.11 interfaces, but we have also done some work with products which convert the SVGA video to wireless directly. On the receiving side, a receiver converts the signal back to SVGA so that it can be displayed on Nomad. When used in conjunction with a wireless mouse, we have completed the I/O path without the need for a wearable computer.

Regarding an integrated wireless interface built directly into Nomad, I will say that it is a possibility in future product development, but much too early to discuss at this time.

Please let me know if you have any questions.

Sincerely,

Mike Martin
Customer Development Manager
Microvision Inc.

[Michael_III]

Microvision Teams with MobilePlanet to Offer the Low Cost Flic Laser Bar Code Scanner
Leading Multi-Channel Direct Reseller Reaches Millions of Businesses and Mobile Professionals Worldwide

BOTHELL, Wash., Jun 2, 2003 (BUSINESS WIRE) -- Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, and MobilePlanet (www.mobileplanet.com), a leading catalog and on-line source for mobile and wireless computing products and services, have announced their arrangement to market the affordable, yet powerful Flic(TM) hand-held laser bar code scanner. MobilePlanet signifies another important strategic milestone in Microvision`s goal of building a powerful network of distribution partners to deliver the Flic(TM) laser bar code scanner.

In addition to doing business with medium and small-sized companies, MobilePlanet does business with major corporations and academic and medical institutions across America, all branches of the U.S. government and armed forces, as well as individual mobile professionals. Some of MobilePlanet`s key customers include Boeing, Ford, Coca-Cola, IBM, Lucent Technologies, Merrill Lynch, Chase Manhattan and Exxon.

Founded in December of 1993, MobilePlanet started out as a direct mail reseller to organize a confusing mobile computing market and provide a one-stop shopping location that would concentrate solely on the needs of mobile professionals. Though MobilePlanet began as a small mobile computing business, the company is now recognized as the nation`s leading multi-channel direct reseller of top, name-brand mobile computing and wireless products, services and solutions. Today, MobilePlanet reaches millions of people worldwide via its e-commerce web site, direct mail catalog and e-newsletter.

MobilePlanet is a member of France`s leading investor in electronic commerce, Pinault-Printemps-Redoute (PPR, www.pprgroup.com). As the European leader in specialized distribution, PPR is active in more than 55 countries, employs more than 90,000 people and in 2001 generated revenues of U.S. $24 billion.

With an MSRP of $129, the Flic scanner comes with free software that will enable even novice users to "plug and play" so that they can enjoy the benefits of bar code technology without any of the programming and support requirements common to today`s bar code reading products. The highly innovative Flicware software automatically enters scanned bar code data into standard Windows(R) applications, including a wide array of spreadsheet and database applications, in a way that is intuitive and easy to use. The company also offers a professional version of Flicware for more advanced applications, as well as a variety of accessories that support the product`s ability to be used in many operating environments. Full details about the product can be found at www.flicscanner.com.

About Microvision: www.microvision.com

[Michael_III]

Flic überall

http://www.barcodesinc.com/microvision/

http://www.nationalbarcode.com/mfg/Microvision/Microvision_F…

http://www.barcodemegastore.com/catalog/microvision/flic.htm

http://www.infotronics-usa.com/

http://www.barcodediscount.com/catalog/microvision/

http://www.mss-software.com/scanners.htm

http://www.e-wavonline.com/wavstore/assets/documents/FLIC/Flic_datasheet.pdf" target="_blank" rel="nofollow ugc noopener">http://www.e-wavonline.com/wavstore/assets/documents/FLIC/Flic_datasheet.pdf

http://www.mobilityconcepts.com/news/microvision.htm

http://www.e-wavonline.com/wavstore

http://www.tolt.com/pdf/Tolt_FLIC.pdf

http://www.ncr.com/media_information/2003/feb/pr022103b.htm

[gabi]

Michael, hast du eigentlich auch nach der full colour option bei Nomad gefragt??

[Michael_III]

nö

[gabi]

MVIS macht ein neues fass auf. die potentiellen anwendungen für die scanning engine sind einfch gigantisch.

Microvision Signs Development Contract for Design of Laser Printer Engine
Thursday June 12, 6:02 am ET


BOTHELL, Wash.--(BUSINESS WIRE)--June 12, 2003--Microvision, Inc. (Nasdaq:MVIS - News), a leader in light scanning technologies, announced today a first phase development contract with a major Asian manufacturer of printers and office equipment to design a new scanning engine for high-speed laser printers based on its proprietary scanning micromirror technology. The name of the company and the contract amount were not disclosed for confidentiality reasons.
The radically new printing head design will rely on Microvision`s world-leading expertise in the design and production of high performance MEMS optical scanning systems to produce a MEMS printing engine that is expected to provide advantages in size and cost versus the conventional polygonal scanning devices widely used in today`s laser printers.

"This agreement demonstrates that Microvision is regarded as a unique source of enabling imaging technology by a growing number of global leaders in optics and imaging," said Todd R. McIntyre, Vice President of Business Development. "We have now been selected by one of the world leaders in this category to produce a preliminary design. This is consistent with our strategy of leveraging our MEMS micromirror technology platform into a broad range of imaging products. While we don`t anticipate product revenue in the very near term from this activity, we are very pleased to be working with a major player that offers tremendous reach into a very large global market for home and office printers. A MEMS laser printing engine represents the potential for a very significant addition to our product pipeline."

About Microvision: www.microvision.com

[konradi]

@ michael + gabi -

Habt ihr ´ne Idee welcher Hersteller damit gemeint sein könnte ?

Gruß K.

[Michael_III]

While we don`t anticipate product revenue in the very near term from this activity,...

ein klares statement, nichts desto trotz unglaublich, auf wie vielen verschiedenen Sektoren MVIS-Technologie zum Einsatz kommen kann.

Hersteller? Diesmal keine Ahnung.

Umsätze sind hoch, Kurse steigen, einziges Manko die beschissene Finanzierungsrunde letztlich, wohlwissend das es nicht die letzte sein wird. Da ist TFS mit seinen zig Mio$ Cash doch zu beneiden.
Interessant auch, wer hinter den letzten größeren Umsätzen in FFM steht... die story bleibt spannend.

[gabi]

Michael, wenn man Brian Heagler mit seiner aussage, dass MVIS im 4 Quartal cashflow positiv sein will ernst nimmt, dann steht noch eine finanzierungsrunde aus. woran er das festmacht, kann jetzt noch keiner sagen, aber wenn sich zb BMW, Ford oder Canon noch in diesem jahr für product contracts ausspricht, dann sollte dies auch der aktienpreis eskompieren. und ne finanzierung über 2 mill. aktien zum preis von 10$ fände ich ok.

konradi: wer ist denn ein grosser im printerbereich? Canon kann man wohl ausschliessen, die sind ja schon offiziell im boot. HP ist ein amiladen. bleibt für mich noch Seiko/Epson übrig. aber sind das asiaten? hmm.
wen gibt es denn sonst noch?

[konradi]

@ gabi
es gibt z.B.noch Kyocera, aber ich muß mich erst mal einlesen in die ganze Thematik, ich bin noch hier noch ganz "frisch" - Gruß K.

[Michael_III]

Bei Druckern denke ich immer nur an HP, Asiaten kenne ich keine Großen. Signifikante Umsätze erwartet nicht einmal MVIS in absehbarer zukunft aus dieser Sparte. Hervorragend an der ganzen Angelegenheit finde ich auch eher die Tatsache, dass es für MVIS-Technologie eine Vielzahl von Anwendungen gibt.
Aussagen von MVIS traue ich nicht mehr allzu sehr, kenne den Laden ja schon seit über 3 Jahren, Fakt ist aber dass man immer in der Lage war, Cash aufzutreiben, daran ändert sich auch nichts. Ein paar Mio Aktien werden schon noch ausgegeben werden müssen...
Mal sehen ob wir jetzt wieder kurzfristig auf die 8$ hypen, um dann wieder senkrecht zu fallen. We will see...

[Kowloon]

Hi,

also ich kenne noch Mutoh aus Japan - ein führender Hersteller im Large Format Inkjet Bereich.

[gabi]

ich hoffe, dass uns diesmal die russel index fonds aufsammeln und somit ein abrutschen verhindern. allerdings ist noch nicht raus, ob wir dort überhaupt hineinkommen. aufnahme kriterium ist eine marktkapitalisierung von 98,5 mio$. weiss jedoch nicht wann die deadline war. ende juni sollen die ein und aussteiger bekannt gegeben werden. hoffentlich klappt es.

[Michael_III]

http://www.ar-solutions.de/news.htm

04/14/2003
Augmented Solutions und Microvision beschließen gemeinsame Kooperation.

weiß nicht ob die seitens MVIS erwähnt wurden. Ist aber eine kleine deutsche company, die eng mit Microvision zusammenarbeitet, seit April 2003. Einfach mal ein bißchen rumklicken, ganz nett was die so machen...

[Michael_III]

bei google.de einfach mal Microvision eingeben, man findet da einige sehr interessante Studentenausarbeitungen zum Thema augumented reality, verdammt interessant!!!

[Michael_III]

Flic:

http://www.sensational.ch/web_de/lab/flic.html

[Michael_III]

Marubeni Aerospace Group to Spearhead Microvision Sales in Japan; First Asian Distributor for Nomad Display
BOTHELL, Wash.--(BUSINESS WIRE)--June 17, 2003--Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, today announced that it has entered into an agreement with Marubeni Aerospace Group, a division of Marubeni Corporation, to represent and sell Microvision`s display products and technology capabilities in Japan.

The Marubeni Aerospace Group will coordinate the delivery of end-to-end information system solutions featuring Microvision`s Nomad Augmented Vision System and other display systems tailored to the specific needs of defense, aviation and industrial customers in the Japanese market. These efforts will focus on technician support systems for general maintenance, repair and overhaul (MRO) applications -- similar to those recently demonstrated by Microvision at North American Honda -- as well as unique high value display solutions to the Japan Defense Agency.

Established in 1998, Marubeni Aerospace Group was formed through the acquisition of the Aerospace Division of Okura Trading Company, a long-time leader in Japan`s aerospace industry. As a division of the Marubeni Corporation, (one of the world`s largest trading companies with over $67 billion in total volume of trading transactions), the Aerospace Group has partnered with some of Japan`s leading manufacturers in the space and aviation industries, and has also initiated efforts to service customers in the industrial, information and communication markets. Customers include such notable companies as Mitsubishi Heavy Industries, Kawasaki Heavy Industries, Fuji Heavy Industries, Toshiba, NEC, Hitachi, Japan Airlines and various divisions of the Japanese defense and civil service agencies.

"The Marubeni agreement offers Microvision the ability to provide display technology and products to industrial, aviation, defense and government clients in the Japanese market through a highly regarded trading house," stated Steve Willey, Microvision`s president. "Furthermore, the Marubeni Aerospace Group provides Microvision with a unique window into other Marubeni operating groups. We expect the Aerospace Group to facilitate additional relationships as opportunities are developed. We are confident that we have partnered with a strong marketing force to address the many opportunities in Japan."

Tetsuya Yamamoto, General Manager Electronic systems, commented that, "Microvision has developed a unique mix of technology and solutions that Marubeni Aerospace Group expects to leverage through its extensive customer and partner base. Japanese markets and departments within the Japan Defense Agency are typically receptive to new solutions, particularly those that promise improvements in performance or productivity. We are eager to coordinate specific field trials that demonstrate the benefits of these new solutions."

---------------------------------------

halte ich nicht für bahnbrechend, da es sich nach wie vor um Versuche handelt. Glaube nicht, dass NOMAD sich in großer und lukrativer Stückzahl verkaufen läßt. Nichts desto trotz wird MVIS immer mehr ein Begriff, und die Technologie dahinter definitiv Realität. Ein gewaltiger Fortschritt in den letzten Jahren... zudem sind die guten Asienkontakte Fakt...

[Michael_III]

Lumera Awarded New Development Contract; Company Also Expects New Contract with a U.S. Government Agency; Aggregate Value of Both Efforts is Estimated at $900,000

BOTHELL, Wash.--(BUSINESS WIRE)--June 23, 2003--Lumera Corporation, a majority owned subsidiary of Microvision, Inc. (Nasdaq:MVIS), announced today it has been awarded a new development contract with a major supplier to U.S. government agencies.

In addition, the company announced that it has finalized a statement of work for a potential contract with a U.S. government agency. Final details are now being negotiated and completion of the contract is expected soon. Details of the contract and statement of work are confidential.

"This new work relates to advanced optical modulator development that is synergistic with our ongoing development work on advanced optical modulators for commercial applications," said Tom Mino, Lumera`s CEO. "These new efforts are the direct result of our ability to provide a tunable range of electro-optic chromophores and polymers."

Lumera is developing and commercializing a new class of electro-optic materials and devices that utilize proprietary polymer compounds and processing technologies. These new devices and materials are expected to dramatically improve performance and reduce costs of electro-optic components for telecommunications, phased array antenna systems, optical computing, optical signal processing and optical interconnects. The properties of these materials are expected to enable new applications in other technologies such as organic light emitting diode displays, low k dielectrics and coating materials.

------------------------------------

billige Finanzspritze, wenn man vor 3 Jahren vorgibt, binnen 2 Jahren auf dem Markt zu sein, und noch so weit weg ist vom Ziel, kann man nur enttäuscht sein. Hat nichts mit Konjunkturknick zu tun...

[gabi]

aus der hexenküche von MVIS

Microvision to Hold First Public Demonstration of Laser Scanning Camera
Tuesday June 24, 6:03 am ET
Revolutionary image capture technology enables potential for 2D bar code scanners and small diameter, high performance endoscopes


BOTHELL, Wash.--(BUSINESS WIRE)--June 24, 2003-- Microvision, Inc. (Nasdaq:MVIS - News), a leader in light scanning technologies, announced that the first public demonstration of its laser scanning camera would take place today at the company`s annual shareholders` meeting.
ADVERTISEMENT


The 1.4 megapixel laser scanning camera has recently been used as a test bed to demonstrate the unique performance potential of Microvision`s scanned beam systems for a variety of applications including endoscopic imaging and 2D bar code reading.

"The image quality of this prototype camera is really quite exceptional," said Rick Rutkowski, Microvision CEO. "What you will see from the demonstration is that we have an image capture platform that has reached a truly compelling level of performance as a proof-of-concept. It`s noteworthy that this system was built in about four months or so and that it is already achieving performance that compares very favorably with state-of-the-art systems based on CCD and CMOS imagers. It`s also noteworthy that the camera utilizes the same basic scanning micromirror technology that is featured in our Nomad display system. We`ve talked about the concept of a technology platform that can enable improvements for both displays and image capture systems for some time, but actually seeing it is a real validation of the approach. So far we`ve done comparisons with existing commercially available medical endoscopes and 2D bar code readers, but there are many other applications where people are struggling with the limitations of currently available electronic imaging systems."

Microvision says that because the laser camera actually illuminates its subject by sending a rapidly scanned beam of light out through its aperture, it creates a unique relationship between illumination, aperture and pixel speed that in turn improves a variety of performance characteristics ranging from motion capture to depth of focus and even overall package size. Because the white light is comprised of three colors -- red, green and blue -- it also provides outstanding color fidelity and can be tuned to the right spectral balance for a particular application or image. Microvision`s image capture technology also offers interesting possibilities for new imaging modalities for electronic cameras for a variety of medical and industrial applications that use alternative wavelengths such as infra-red and ultraviolet to create "hyper-spectral" illumination and fluorescence measurements.

Test comparisons with a state-of-the-art 2D bar code imager demonstrated three important, high performance characteristics:

Two times the usable depth of field on comparable bar code symbols,
Greater than 30 times more tolerance to movement, providing virtual motion blur immunity, and
Superior ability to read low contrast images.
Taken together, these capabilities provide the potential to enable a 2D bar code reader as easy to use as today`s ubiquitous laser scanners for linear bar codes, with the added advantage of being able to read 2D codes stamped or etched onto small parts.

In endoscopic applications, comparison tests with industry leading rigid 10mm endoscopes demonstrated at least comparable resolution, better color fidelity, better distinction, and improved uniformity of illumination.

About Microvision: www.microvision.com

[gabi]

es wurde wieder kräftig geshortet. 1,85 mill. aktien sind derzeit leerverkauft.

[Michael_III]

überrascht mich völlig, 250000 Aktien im Vergleich zum Vormonat. Wenn MVIS jetzt nicht abschmiert, müssen die Kameraden irgendwann covern und fahren Verluste ein...

[gabi]

Press Release Source: Microvision, Inc.


Microvision Achieves Breakthrough for Size, Cost and Power Consumption of Miniature Displays and Imaging Systems
Monday June 30, 6:03 am ET
Breakthrough is Key Milestone Expected to Enable Miniature Displays for Consumer Electronics Products


BOTHELL, Wash.--(BUSINESS WIRE)--June 30, 2003-- Microvision, Inc. (Nasdaq:MVIS - News), a leader in light scanning technologies, today announced that it has achieved a significant breakthrough that is expected to enable the development of microminiature displays and imaging systems that are much more compact and affordable than those that the company is currently producing.
ADVERTISEMENT


According to the company, the new design should improve not only size and cost but is expected to also increase reliability and reduce the power required to operate the silicon micromirror that is the centerpiece of Microvision`s scanned beam systems.

The company`s current displays make use of a micromechanical chip that is packaged in a vacuum-sealed enclosure in order to maximize its performance. The new design eliminates the vacuum -- without impacting performance -- and simplifies the electrical drive structure of the scanning engine to enable solutions that consume less power and are dramatically smaller, lighter and lower in cost. Eliminating the vacuum package also improves the optical performance of the scanner. The current design enables displays with up to 1.4 million color pixels, but the new drive structure may also enable further improvements in display resolution.

"This breakthrough should enable us to develop a scanning engine that can support a wide range of high volume consumer products, including electronic viewfinders for digital cameras and camcorders," said Rick Rutkowski, Microvision CEO. "The new scan engine is also a big step on the path toward integrating high-resolution electronic displays into something like conventional eyeglasses that could be used in a variety of applications including computer gaming, portable movie players and mobile devices, such as cell phones and PDAs. We believe that Microvision`s displays are going to deliver a combination of performance, package size and price that is uniquely matched to the requirements of consumer electronics applications. This development is anticipated to ultimately benefit all of our product initiatives including our activities in automotive displays and next generation miniature cameras for medical and industrial applications."

About Microvision: www.microvision.com

[Michael_III]

bist mal wieder schneller wie ich...
aber diese Meldung ist natürlich der Hammer!

"...integrating high-resolution electronic displays into something like conventional eyeglasses..."

genau die Brille auf die ich seit 3 Jahren warte!
Leider fehlt eine time-line für angehende Produkte, evtl aber möglich dass weitere, diesmal speziellere development contracts folgen, vielleicht sogar - sofern die Technik wirklich schon so ausgereift ist - folgen auch die ersten production contracts mit asiatischen Big-Players!
Wenn ich diese neuen Handys mit Miniaturdisplay sehe muß ich immer an MVIS denken, wird wirklich Zeit dass dort mal richtige Qualität und high-end Resolution für wenig $ auf den Markt kommen...

[Michael_III]

mal wieder nur ein development contract...


----------------------------

Microvision and Electronics Research Lab of Volkswagen of America to Develop Advanced Automotive Prototype Display

BOTHELL, Wash.--(BUSINESS WIRE)--July 9, 2003--

Project Represents Next Phase in Development Program Aimed at
Driver Information Displays

Microvision, Inc. (Nasdaq:MVIS), a leader in light scanning technologies, today announced that it is working with the Electronics Research Lab (ERL) of Volkswagen of America, Inc. to develop an advanced automotive display prototype.

Details of the development project remain confidential, but it is expected to result in a prototype display with unique and superior performance that will be installed in an experimental automobile later this year.

Arne Stoschek, Head of the Emerging Technologies Group at ERL, said, "One of the primary goals of the Electronics Research Lab of Volkswagen of America is to seek out and understand how new technology could be leveraged for future automotive applications. Microvision`s display technology has many compelling attributes to make it uniquely suitable for automotive applications."

"We are delighted to be working with the Electronics Research Lab of Volkswagen of America," said CEO Rick Rutkowski. "This new project fits very neatly with our automotive strategy of demonstrating the innovative potential of our scanned beam technology to build small, modular display devices that offer a unique combination of high brightness with low heat and power efficiency. Automakers and automotive suppliers are showing increasing interest in this platform capability because we can enable many interior display solutions with reduced production tooling requirements. Applications include dash and center console instrument and information displays to head-up displays and displays for rear seat entertainment."

About Microvision: www.microvision.com

Headquartered in Bothell, Wash., Microvision, Inc. is a world leader in the development of high resolution displays and imaging systems based on the company`s proprietary silicon micromirror technology. The company`s technology has applications in a broad range of military, medical, industrial, professional and consumer products.

Microvision has been working with Canon, BMW, the Electronics Research Lab of Volkswagen of America, Johnson & Johnson`s Ethicon Endo Surgery subsidiary and others to develop a number of display and image capture product applications based on its proprietary scanned beam technology. The company also recently concluded a field trial with America Honda Motor Company for automotive maintenance and repair applications for its Nomad Augmented Display that achieved a 39% increase in mechanic productivity. Microvision also has a signed agreement with NCR to market its Flic laser bar code scanner under a private label.

About the Electronics Research Lab of Volkswagen of America

The Electronics Research Lab is a research and development facility of Volkswagen of America, Inc., located in Palo Alto, California. Volkswagen of America, Inc. is headquartered in Auburn Hills, Michigan. It is a subsidiary of Volkswagen AG, headquartered in Wolfsburg, Germany. Volkswagen is one of the world`s largest producers of passenger cars and Europe`s largest automaker. Volkswagen of America and its affiliates employ approximately 3,000 people in the United States and are responsible for the sale and service of Audi, Bentley, Lamborghini and Volkswagen products through retail networks comprising approximately 800 independent U.S. dealers.

[gabi]

ja die prototypen öden aud die dauer an, dennoch ein respektabler partner.
laut dem Q1 report soll es in diesem sommer die ersten product development verträge mit Canon geben.

We continue to meet the development milestones in our agreement with Canon. We anticipate that in mid to late summer, we will be ready to begin the product development phase for the electronic viewfinder application.

hoffentlich klappts.

[gabi]

in diesem zusammenhang ganz interessant

http://www.wams.de/data/2003/06/29/125976.html

[Michael_III]

U.S. HOUSE APPROVES U.S. REP. JENNIFER DUNN`S
REQUEST FOR $16 MILLION FOR WASHINGTON STATE DEFENSE PROJECTS

July 8, 2003

WASHINGTON, D.C. - The US House has approved the fiscal year 2004 Defense spending bill that includes $16 million in funding for projects that will benefit Washington State. The legislation provides resources for projects that not only bolster national efforts to provide state-of-the-art technology for our military, but also provides a boost to the local economy by bringing new funding to our regionally based companies.

"The people of Washington State have long been credited for setting the pace for innovation within technology sectors," said Congresswoman Jennifer Dunn. "This funding is a testament to the many notable strides our state has made in support of important research and development for the military."

Defense projects requested by Congresswoman Dunn and approved by the US House include:

$3 Million for B.E. Myers, which is located in Redmond. This funding will allow the US Special Operations Command to purchase additional infrared pointers and illuminators for use with night vision infrared sensitive camera systems. These infrared devises have been critical in enhancing the night fighting capabilities of US military personnel, which were most recently used in Afghanistan.

$8 Million for Microvision, which is located in Bothell. Microvision, which employs many individuals who live in the 8th congressional district, will be providing the Army with technology that will optimize aircrew operations. Among its projects, Microvision will supply a lightweight helmet display that is designed to integrate with existing gear and will provide Army aviators with a much needed, low-cost aircraft sensor-targeting system.

$3 Million for Washington National Guard. This funding will support the ongoing work of our National Guard`s multi-media security technology, which is designed to reduce the risk of theft, sabotage and terrorism. This project will continue to build out the RealNetworks Information Security Suite (RISS) being installed at Camp Murray in Tacoma to eastern Washington, which will provide increased monitoring, active surveillance and security for every National Guard facility and weapons and munitions depot in our state.

[Michael_III]

Short Interest
As of 8-July-2003
Shares Short 1.81M
Percent of Float 10.9%
Shares Short
(Prior Month) 1.83M

[Michael_III]

http://seminars.seyboldreports.com/2000_san_francisco/files/…

[schlufti]

machen die jetzt eigendlich schon eine Milliarde USD Umsatz??? Habs nicht verfolgt. Und der Kurs ist wegen der vielen Splitts in diesem Bereich vermute ich mal.

müssen ja tolle Aktionäre gewesen sein. Spricht für die tollen Analyse-fähigkeiten von Herrn M_III...

[Michael_III]

Hi Schlufti! Hier DIE ANTWORT:

American Honda Signs Letter of Intent with Microvision to Purchase 3,800 Nomad Augmented Vision Systems
BOTHELL, Wash.--(BUSINESS WIRE)--July 31, 2003--

Automaker to distribute wearable
information tool to dealer technicians

Microvision, Inc. (Nasdaq:MVIS), today announced that American Honda Motor Company, Inc. has signed a non-binding letter of intent to purchase 3,800 Nomad Systems with shipments to begin in January 2004, following Microvision`s planned release of a next generation Nomad System later this year.

Honda intends to distribute the Nomad Expert Technician Systems to its Honda and Acura dealers and to independent repair shops in North America. The letter of intent follows the successful results of a trial in late April with the Nomad System at American Honda`s training facility in Torrance, CA in which technicians averaged an impressive 39% gain in efficiency ( http://www.microvision.com/hondatrial ). Honda`s intent to purchase identifies several conditions including a scheduled test of the enhanced Nomad product at Honda`s training facilities in late August.

"Honda`s mission is to provide prompt, high quality service to our customers," stated Allan Snow, manager of service information for American Honda. "We expect the Nomad Expert Technician System to provide us with a unique and powerful information tool that we believe can help our service technicians eliminate mistakes, decrease turnaround time, and improve customer satisfaction throughout our network of dealer service centers. We`ve invested in a number of digitized information solutions during the last several years and we believe that once our dealers and service technicians realize how the Nomad System can be easily integrated into our existing infrastructure to boost their productivity even further, the tool will become very popular.

"Time is money for technicians. The more they get done, the more they can earn. We expect that every technician will want his own Nomad System, whether they purchase it outright or take advantage of our attractive leasing options," concluded Snow.

American Honda supplies tools and equipment to approximately 1,300 Honda and Acura dealers employing about 18,000 Honda certified technicians plus another 50,000 technicians at independent Honda-authorized repair shops in North America. Microvision says that it estimates that there are 590,000 service technicians employed at automotive dealerships and independent repair garages throughout North America and nearly 1.4 million worldwide.

"Automotive maintenance is potentially an enormous market and Microvision has an opportunity to establish the Nomad System as a standard within the category," offered Bruce Ridley, Microvision`s marketing manager for industrial and automotive products. "This market has all the right ingredients for a Nomad-based solution: Automakers are faced with productivity and quality challenges, a high percentage of their maintenance information has been fully digitized, and many have put in place information systems that can immediately be enhanced by Nomad`s `hands-free` functionality."

"We are pleased to be working with American Honda, an acknowledged leader in quality and service," commented CEO Rick Rutkowski. "There`s every indication that 2004 could be the beginning of a significant market for the Nomad System, and we can`t wait to start making deliveries of this powerful new product."

The Nomad Expert Technician System will be an information tool consisting of a wearable display and integrated wireless computer package that provides wireless access to test data and repair information for automotive and other service technicians. The information is superimposed directly on their vision at the point of task, head-up and hands-free.

Microvision has not released final pricing for the next generation Nomad System, but indicated that a complete system, depending on the variety of available options and accessories is expected to have an MSRP of between $3,500-$4,000.

----------------------------------

Ich habe feuchte Augen, das gibts nicht!!! NOMAD funktioniert und wird 1000fach AUSGELIEFERT!!! Ein einziger Kunde... prinzipiell ist jedes Automobilunternehmen ein potentieller Großkunde, für ein einziges MVIS-Produkt!!!
Da wären noch: Flic, iewfinder used 100000-fach by Canon (MVIS-Stellenangebote mal durchstöbern, die suchen für Asien jmd, units about 250000 / anno...)

das ist der helle Wahnsinn!!!

MVIS IS BACK!!!

Es müssen sich nun die shorts eindecken...

3800 units of NOMAD!!!

Ich glaubs nicht!

DAS IST ENDGÜLTIG DER DURCHBRUCH!!!

3800 Stück a evtl 3000$...

[Michael_III]

knapp 4000Stück von nur einer Firma, ich fasse es nicht! Für mich wäre eine 100Stück-Order schon eine Großorder gewesen. Rutkowski hat mal von "several thousand units of NOMADs" gesprochen, jetzt behält er wohl doch recht...

interessant: auf dem yahoo-Board hat jmd vor wenigen Tagen eine Honda-Order angekündigt, und noch weitere Dinge die geschehen könnten.

Aber noch ist der Deal nicht in ganz trockenen Tüchern, jedoch ist die Richtung nahezu unausweichlich:
MVIS wird DER Boomer...

Kurs aktuell >7$
wie in alten Zeiten zweistelliges Plus...
und bald sind wir wieder 2stellig im Kurs!!!

[cineman]

schreiben die schwarze zahlen? Q2 schon bekanntgegeben?

sieht interessant aus.
vieeleicht kommen ein paar ins depot.

cineman

[Michael_III]

schwarze Zahlen nein, Finanzierungsrunde wird noch ausstehen. Deshalb: viel research betreiben!
Habe mit dem Wert schon seit über 3 Jahren Erfahrung und auf die heutige Meldung gewartet, deshalb mein Ausraster.
Dies ist der erste product contract, bisher war alles (und vieles ist es noch) im development status.
Kennt in D fast niemand.

[Michael_III]

Dow Jones Business News
Amer Honda To Buy 3,800 Nomad Augmented Vision Sys
Thursday July 31, 10:44 am ET


BOTHELL, Wash. -(Dow Jones)- Microvision, Inc. (NasdaqNM:MVIS - News) said Thursday that American Honda Motor Co., the domestic unit of Honda Motor Co. , plans to buy 3,800 of its newest Nomad display systems for mechanics.
ADVERTISEMENT


Microvision said in a press release Thursday that American Honda signed a non- binding letter of intent to buy the Nomad Expert Technician system, which is worn on the head and superimposes visual aids over a mechanic`s field of vision to help repair cars.

Though Microvision hasn`t determined the cost of the next generation of systems, slated for release later this year, the deal could be worth up to $15.2 million based on an expected price of $3,500 to $4,000 per system.

The plan follows a trial in late April at American Honda`s training facility in Torrance, CA, in which technicians averaged 39% gains in efficiency. The purchase is based on several conditions, including another trial in late August. Shipments are slated to begin in January.

American Honda, which supplies tools and equipment to around 1,300 Honda and Acura dealers, intends to distribute the Nomad to its dealers and independent repair shops in North America.

-Tiffany Kary, Dow Jones Newswires; 201-938-5285

Microvision posted 2002 revenue of $15.9 million, up 48% from the year earlier. The full-year loss was $27.2 million, or $1.93 a share.

After news of the possible American Honda contract, shares of Microvision recently traded at $7.18, up $1.03, or 17%, on heavy volume.

-Pamela Tate; Dow Jones Newswires; 201-938-5400

[Fulminator]

IST DAS GEIL !! ENDGEIL !!

Vielen vielen Dank nochmal an Dich, Michael, dass Du hier so lange in wirklich harten Zeiten die Stellung gehalten hat.
Kurse unter 6 USD sind damit erstmal unvorstellbar geworden.

Dieser Wert gehört spätestens ab jetzt unter strengste Beobachtung jedes Hightech-Investors.
Die Technologie hat das Potential, innerhalb von 5-10 Jahren in den Alltag jedes Einzelnen von uns vorzudringen, so wie heute die Röhrenmonitore/-Fernseher.

[Michael_III]

#113 von schlufti 30.07.03 17:25:21 Beitrag Nr.: 10.283.917 10283917
Dieses Posting: versenden | melden | drucken | Antwort schreiben
machen die jetzt eigendlich schon eine Milliarde USD Umsatz??? Habs nicht verfolgt. Und der Kurs ist wegen der vielen Splitts in diesem Bereich vermute ich mal.

müssen ja tolle Aktionäre gewesen sein. Spricht für die tollen Analyse-fähigkeiten von Herrn M_III...

--------------------------------------------------------

wer sein geld in "Artificial Life" von Herrn Schöneburg steckt, auf einen gewissen Ottmar Renz aus Süddeutschland hört und ALLES verliert, ist selber schuld.
MVIS is alive! (was für ein Wortspiel... )

--------
--------

wie gesagt, das ist "nur" der Anfang...

[schlufti]

höhö, MVIS is alive .. das ist wirklich gut...

wie heißt das so schön, es gibt keine schlechte Erfahrungen..

[Michael_III]

bei guten Aktien braucht man eben mal etwas Geduld, so lange die Richtung stimmt!
Das bei ALIF die Richtung nicht gestimmt hat, habe ich oft genug aufgezeigt, aber Du wolltest ja nicht hören, lieber auf Ottmar Renz der eigene Interessen bzgl ALIF verfolgt hat...
und wieviel tausend Euro hast Du damit vernichtet?
Verlierer!!!

[schlufti]

heuheu, das ist ja böse.

M_III, mein Freund, bei welchem Kurs hast du nochmal angefangen MVIS als tolle Möglichkeit zu preisen? 40?50?60? Irgendwo wit oben jedenfalls. Dafür spuckst du aber ziemlich große Töne.

ca. 16.000.000 Anteile und Kurs von 7 ? Bei einem Quartalsverlust von, ich traus mich nicht zu sagen...7,4 Mio. USD NACH Abzug von 1,89 Mio. Minderheiten Anteil, also Verlust gesamt von ca 9,3 Mio USD für EIN Quartal????

Umsatz 3,5 Mio. USD??? Verlust 9,3 Mio. USD???
Bewertung fast 115 Mio. USD?????
Bei einer recht ansehnlichen Umsatzrendite von 15% bräuchte MVIS ca. 60 Mio. Umsatz um allein bei Null zu landen. Im Quartal. 240 Mio. im Jahr... wieviel haben die doch gleich?

Was macht der Laden eigendlich, wenn da mal eine Finanzierung nicht klappt. Und sich Gläubiger die Patente etc. greifen um die Schulden auszugleichen???

Und da freust du dir nen Loch in den Bauch, wenn es da mal 0,80 USD aufwärts geht? Die Firma hat also einen Wertzuwachs (16 Mio. * 0,80) von dem erwarteten UMSATZ des Auftrages.. und das ist bis jetzt noch nicht mal ein Auftrag.
ich zitiere ... a non- binding letter of intent ...

Also nix für ungut. Solange es genug Visionäre gibt, die nicht auf Zahlen sondern auf Glauben setzen.. wer weiss, vielleicht läufts ja. War ja auch mal ein Gläubiger.

[Michael_III]

schlufti, beschäftigst Du Dich etwas mit MVIS? Freut mich, wirklich! Dass MVIS teuer ist steht fest, war es schon immer.
Die aktuelle adhoc ist insofern gewaltig, weil sie eine Frage endgültig klärt: die nach der Markttauglichkeit von MVIS-Displays. Es gab immer wieder unsinnige Kritiker (short-Aktionäre aus den USA), die behauptet haben, die Technologie würde nicht funktionieren. Widerlegen konnte man sie bis gestern nicht, da MVIS bis dato nur development contracts vorzuweisen hatte. Nun hat man aber die Gewissheit, dass NOMAD abolut real ist. Dabei spielt die Stückzahl auch eine sekundäre Rolle, ich wäre auch mit 500 Stück hochzufrieden gewesen.
Wohin die Reise geht, weiß jeder Aktionär, der MVIS kennt.
Die Einsatzgebiete der Technologie sind unermeßlich gigantisch, davon lebt auch der Kurs!
Zum Thema Finanzierung: die hat MVIS jederzeit hinbekommen, auch in schlechten Börsenzeiten! (Warum hat ALIF das nicht geschafft? )

MVIS hat die schlechte Börsenzeit überstanden, hat Dein Invest, lieber Schlufti, noch Wert? Hast Du eine 10cent-Insolvent-Aktie noch im Depot?

Ich habe keinen Grund, verzweifelt zu sein, Du hast an der Börse aber REAL VERLOREN. ALIF KOMMT NIE WIEDER! MVIS hingegen steigt trotz gigantischem Zuwachs von gestern weiter. Was passiert, wenn vom nächsten Kunden die nächste 10Mio$-Order kommt, oder gar ein paar Kunden antanzen? EIN EINZIGES MVIS-Produkt, welches ich für tot hielt, spült Mio$ in die Kassen. DABEI LIEGT DER FOKUS AUF MINIATURDISPLAYS REALISIERT DURCH MEMS-TECHNOLOGIE, DIE STÜCKZAHLEN IN MIO-HÖHE ERMÖGLICHT!
Was will eigentlich Canon von MVIS? Die paar Millionen Camcoder, wertlos für MVIS. Oder BMW und VW? Oder Ford? Die paar hunderttausend Autos jährlich, tststs. Oder die US-Army, die 2004 8Mio$ in MVIS reinbuttert. Ach was, die investieren nie! Alles nur fake...

MVIS schaut fundamental und charttechnisch ganz nett aus. Und mal sehen, ob Du Dir in paar jahren ein Handy mit MVIS-RSD kaufst, dabei dann immer an mich denken...

[schlufti]

M_III, du hast was von einem Eiferer. Früher waren
deine Analysen mal kühler und sachlicher.
unsinnige Kritiker, böse Shorties (warum shorten die nur), Canon und Automotiv (Wünsche als Tatsachen), persönliche Angriffe (hast du ja wohl eigendlich nicht nötig)
Bist du so tief in MVIS drin, dass du nichts anderes mehr sehen DARFST?

Und übrigens hab ich meine Schrottaktien noch. Sollen mich immer daran erinnern, vor allem auch auf die harten Fakten und Zahlen zu achten und weniger auf Wünsche, Fantasie, Erwartungen, Visionen etc.

Ohne Ironie, ich hoff für dich, dass es klappt mit der MVIS. Ist schon schwer genug, gegen die Grossen zu gewinnen. Da brauchen Zwerge keinen Krieg zu führen.

[Michael_III]

wenn Du mein MVIS-Thread über die Monate hinweg verfolgt hättest würdest Du über meine Analysen anders urteilen. Was MVIS betrifft habe ich sehr viel kritisiert. Allen voran auch NOMAD öfters als absoluten Flop bezeichnet. Euphorie deshalb, weil NOMAD nicht floppt, sondern wohl toppt!
Shorties haben mit MVIS viel verdient, nur gab es im Juni bei niedrigeren Kursen deutlichen Anstieg an geshorteten Aktien. Die sind nicht böse, sondern haben jetzt einfach nur ein Problem bei signifikant und mit hohem Volumen steigenden Aktienkursen.
MVIS-Aktionäre haben einen sehr langen Atem. Dementsprechend sind sie über ihr Invest informiert und wissen, worum es hier eigentlich geht. In den letzten 12 Monaten hat sich bei MVIS gewaltiges getan:
Flic ist FAKT geworden
NOMAD ist FAKT geworden
Hier liegt eine Technologie vor, die vielfältigste Anwendungen ermöglicht, und vielen Investoren das Risiko wert ist (muß jeder selber wissen).
Nur soviel: wenn Canon einsteigt, sind wir nicht mehr bei 7,5$.
Wenn automotive in Serie geht, sind wir nicht mehr auf diesem Level.
Wenn MVIS-Displays a 40$ price target in cell phones (deutsch: handy) in Serie geht, werden dort mittels Mems-Technologie jährlich viele Millionen Stück verkauft. Tja, und bei mehreren Hunder Mio$ Umsatz jährlich dürfte die Company dann eine andere Bewertung haben.

Lieber schlufti, INFORMIERE DICH SELBER intensiv über die Firma. Dass noch weitere Finanzierungsrunden ausstehen ist JEDEM INVESTOR klar, nur akzeptieren die das.

Nur so ein kleiner Hinweis: man betrachte mal die Stellenausschreibung bei MVIS. Interessant was die für den asiatischen Raum suchen...

Ein Hauptargument der shorties war: Technologie ist bullshit und funktioniert nicht. Dieses argument ist definitiv widerlegt. Und im Laufe der Monate wird MVIS einige neue, lukrative Felder erschließen, mit entsprechenden Folgen für den Kurs.
Das geht nicht von heut auf morgen, MVIS ist nach wie vor noch ein R&D Firma, aber der Umbruch ist im Gange...

ps. seitens der ALIF-Aktionäre habe ich nur Ottmar Renz auf den Kicker, alle anderen haben auf sein Geschwätz eben gehört. Wenn er wirklich seine 30000 Aktien bis zum Schluß gehalten hat (was ich nicht glaube), na dann gute Nacht.

[Michael_III]

http://quotes.barchart.com/texpert.asp?sym=mvis