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    Microvision - DER Durchbruch (Seite 358)

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      Avatar
      schrieb am 27.08.03 09:58:44
      Beitrag Nr. 39 ()
      Shorties haben wieder kräftig hingelangt. sind jetzt bei 2.100.000 aktien. das ist ein ganz schönes pfund. die wollten nach den miesen zahlen den preis drücken. interessierte hände haben jedoch aufgefangen. lol.
      die nächste finanzierungsrunde dürfte somit gesichert sein. kann mir nicht vorstellen, dass die short seller über den markt covern.

      Lumera hat auch wieder ein paar kröten eingefahren.

      Lumera Closes $1.9 Million Private Equity Financing
      Tuesday August 26, 9:35 am ET


      BOTHELL, Wash.--(BUSINESS WIRE)--Aug. 26, 2003--Microvision, Inc. (Nasdaq:MVIS - News) and Lumera Corporation, its majority owned subsidiary, announced today that Lumera closed a $1.89 million preferred stock financing with both new and existing investors.
      Microvision invested $867,550 in the financing and maintains its majority ownership in Lumera.

      "This completes the first stage in our strategy to raise capital to fund our operations through 2004 and beyond," said Tom Mino, Lumera`s CEO. "We continue to actively pursue additional financing including the sale of additional preferred stock and the potential investment by strategic partners."

      "Lumera is doing an excellent job in leveraging its platform technology to identify new markets and we are enthusiastic about the new product directions Lumera is pursuing," said Microvision CEO Rick Rutkowski. "We are pleased we were able to make an additional investment in Lumera while still being in a position to satisfy our own capital requirements for Microvision`s 2003 operating plan. We believe Lumera is on the right path and we are excited about its future prospects."


      ausserdem haben sie endlich ihre website mal auf vorderman gebracht.

      http://www.lumera.com
      Avatar
      schrieb am 16.08.03 13:01:02
      Beitrag Nr. 38 ()
      Q2 2003 Microvision Conference Call
      1:18:30
      August 12, 2003

      Introduction: RR 02:50
      Revenue of $4.5M for Q2 2003. Revenue comprised mostly from govt. and non-govt. development contracts. Revenue from development contracts with U.S. govt. agencies was $2.7M, revenue from commercial contracts was $1.6M and revenue from product sales was $146,000. We did have a Flic order that we anticipated would fall into Q2 of substantial volume, which would have increased our product sales number, but it has been pushed forward slightly and we are still working that order. The net loss for the three months ended June 30, 2003 was $6.7M or $.38 per share compared to the net loss of $6.6M or $.49 per share for the same period in 2002. One time cost associated in the transfer of facilities from California to Seattle are in that net loss number. For the six months ended June 30, 2003, net cash used in operating activities was $14.4M compared to $15.1M for the same period in 2002. That $14.4M number does contain some of the one-time charges associated with the discontinuation of California operations. The company, including Lumera, ended the quarter with $11.8M in cash, cash equivalents and investment securities and a contract backlog of $3.4M.

      Technological Milestones: RR 06:50
      Two significant technological milestones were completed in the quarter. A laser-scanning camera was developed, which opens a new product category for Microvision. Many markets going towards smaller, personal devices and input and output needs for these systems could be timely for Microvision’s applications. The laser scanner is under contract to a major medical device company and its demo was based on technology from the Nomad system. A path to relatively fast commercialization applies to the products that are derived from the Nomad platform. We will continue to partner with 3rd parties.

      Perhaps our most important technological milestone to date was the development our new scan engine architecture. Not just the silicon die and micro scanner, but also the drive electronics surrounding it are new. This scan engine is not surrounded by a vacuum tube, which will reduce manufacturing costs and complexities. It’s powerful because it impacts so many aspects of the technology. A very favorable impact to cost, and by the way, we plan on dropping this into Nomad II production next year. Our lab-to-marketplace timelines are shrinking. Based on the current estimate of that scan engine, it will cost us roughly 10% of the cost of the first scan engines in the early Nomads, just 2 years ago.

      This development also allows us to have a much smaller package size, which is very important to our consumer electronics applications for handhelds, wearables, and digital camera implementations. Power consumption, which is important in any portable device, is improved.



      New Contract Awards: RR 13:00
      We had a very good quarter for new contract awards and were awarded $5.1M from both govt. and commercial customers. Commercial contracts are shorter in duration, but they tend to also have a shorter sales cycle, which can lead to variable revenue numbers. We have a number of commercial prospects floating in the pipeline, but we don’t get the backlog visibility that we do with government contracts.


      Flic Activities: RR 14:10
      We expect to see more traction in the 3rd quarter and moving into next year. VDC Corp, which is a leading source for market research in the Auto ID space, is bullish on the Flic market. Unit volume has been increasing at a faster rate than sales volume, so while unit volume might be growing at 15%, sales volume is growing at around 8%. What that indicates is that the low end of the market is where the growth is. VDC has determined that price has become the overriding end user purchase consideration. This type of info points to the strengths of Flic. We are seeing the most traction for Flic in relatively large volume purchase potential. Sales funnel points to 500 up to 5,000 unit purchases and in some cases more.

      We are seeing that the sales channel does not have the same interests as the end users. The sales channel is not as interested in going down the price curve as fast as end users because a reseller would rather sell something that they get $300 dollars for instead of $100 dollars. We believe that this conflict will sort itself out due to economic momentum and have also adopted our execution strategy to address this problem. We have to drive end user awareness in order to drive the pull effect. We allocated more resources to end user awareness which comes in the form of direct advertising, telemarketing, and editorial coverage and “as we roll out some of these early design wins with the flic” you will see us using those as reference accounts and publishing case studies. We believe that this product is well conceived and on the right path. We have encountered some connectivity problems, but fewer in the retail point of sale space than we might have previously thought.

      NCR Relationship: RR 20:53
      Relationship with NCR has gone through an interesting change due to an internal reorganization at NCR, which we believe will put us on a much better footing. Early on we had a lot of interesting prognostication, but now we feel like we are getting a much more realistic view and a much more proactive approach to bringing the product into the market. We have better visibility into NCR’s sales force and have real data coming back from real customers. We have recently had a successful test of our cordless scanner, which we will announce to the market very soon. Going forward, we think that the NCR relationship will continue to provide value. They have placed orders with us, we have filled those orders, but it hasn’t met our prior expectations. We now believe that we have value going forward in this relationship due to the new players involved and rethinking of strategy. There are some connectivity issues in the device as we look to become compatible with an installed base that has a variety of different connectivity solutions, so we are doing some work to support RS485 with the product as well.

      Additional Flic Comments: Tom Sanko 22:30
      Market has shift in a couple of places. The existing competitors are going more upscale with their product offerings and are including more features and ruggedization. They are essentially making stand alone data terminals that sell for $1,800-$2,000. A lot of people don’t need the ruggedization and features. We are taking advantage of the proliferation of low cost Pocket PC and PDAs, which we can connect to with our Flic and provide a system for 20-25% of that cost. We are receiving a lot of positive response in this area.

      Virtually all, 90-95% of all new cash register installations, are based on Windows operating systems and what this means for us is very good news. We plug directly into the system and an end user has an exceptionally low cost solution in their pc based cash register, and Flic, in its corded or cordless version, provides an exception scanner in large grocery stores and retail or the primary scanner in small stores. This has been well received in this application


      Flic Summary: RR 24:40
      A number of opportunities exist in the Flic pipeline that tends to be clustered around large unit volumes. The good news is the large size, but the bad news is the longer sales cycles associates with large orders. Several are moving through the sales cycle and we are seeing more opportunities grow. We have refocused our strategy on the Tier II portion of the channel because we think that is the best way to access those types of large volume opportunities. Resellers and integrators are moving towards customer’s desire for Windows and Windows CE based solutions with PDAs and Pen Tablets. Look again for us to make some announcements on some of our initial unit volume sales. We have been working one that is several thousand units and we think that will come to fruition soon and have been working closely with that customer’s requirement in inventory collection.

      Honda Nomad: RR 25:50
      Letter of intent from North American Honda signed recently for the purchase of 3,800 Nomad next generation display units for use in maintenance. We misjudged the complexity of this application and expected that there would be a longer lead-time for market development because of the requirement for specific electronic training manuals for the specific vendors. It turns out that they were much further down the road in this respect. We have dialogue with several folks in the automotive maintenance arena, some of them additional automakers, and some of them the companies that supply the solutions to automakers. The digitization of manuals is very advanced and our numbers suggest that fully 80% of the 1.4 million service technicians worldwide have access to online data in one form or another. USA and Europe tend to be leaders in this digitization area. 80% of 1.4 million technicians are 1.1 million. 50% of that market is addressable. Peeling back further, 13% of the 1.1 million represent the early adopters. This segment then represents a potential market of 150,000 users.

      Why would service techs take money out of their pocket to buy these tools? It turns out that they are accustomed to making these kinds of investments. An empty toolbox can cost as much as $8,000. This is an exercised channel as well. Honda regularly acts as a dealer to their dealerships. Tools can cost as much as $50,000 dollars for a technician. Why do they spend this kind of money? They have models that explain that earnings potential can increase because they are paid not on an hourly rate but on a job completed basis. Therefore the number of procedures completed directly goes to their earnings potential. Leasing terms will be available to the technicians from Honda.



      Nomad 2004 Outlook: RR 32:00
      This is a huge leg up for us for a product launch in 2004. We are focusing on capitalizing and expanding this opportunity. We would like a significant backlog going into 2004 as we begin production because that makes for a much lower risk proposition in terms of gearing up capacity. We believe that there is a substantial market out there, although we don’t know exactly how the growth curve would look for rate of adoption.

      We are scheduled to perform a second field trial with a manufacturer of trucks and automobiles and are focusing on the truck portion of their operation. We believe that the work that we have done with Honda is relative to the auto maintenance area as well as to maintenance in general.

      The other category that we are seeing interest for Nomad is in the medical field. Our work with Stryker with the next generation system has been met with very favorable reviews. In a previous CC, I stated that the surgeons really liked the visualization of the system in knee and hip replacements, but were concerned with the weight of the system on the head. That has been radically improved as weight has been cut in less than half .

      We continue to focus on anything that is GPS based where a head up visualization system makes sense as GPS information is overlaid onto the real world. Whether we are talking about geological instrument survey for construction or agriculture or machine control in that same environment or if we are talking about military applications, this is a very powerful functionality.

      Nomad and Military: RR 35:20
      I can say little about military, although we did have some tests several months ago in ground-armored vehicles, which was quite successful. We now believe that this is a very real opportunity and in fact possibly a very near term opportunity. There is substantial growth potential because they are scheduled to retrofit and new build 65,000 GPS based systems into armored vehicles and helicopters over the next few years. In our internal forecasts we did not see any meaningful military production until about 2006 based on our airborne helmet mounted display products. There is a potential, given this new system that the Nomad makes a great addition and we are also hearing this from the field.

      Nomad Overview: RR 38:04
      This is a potential significant validation of the Nomad’s functionality. We have seen cycles of information display technology deployed into the workspace. Honda, BMW and others have deployed pen tablet systems and PDA systems into the service bays and reached the conclusion that they needed hands free functionality as they move around and work. Access to a visual display is a fundamental helper to productivity gains, and safety in this environment. We will be working through several milestones with Honda, we will report as we go and our effort is to turn this into as much backlog as we can over the next couple of quarters and then continue to grow that going forward.

      Work in Asia: RR 39:54
      Steve has been working in Asia on our consumer applications which center on EVF in cameras and camcorders as our launch applications and this has been going exceptionally well.

      There are two keys in this area, demand and supply. With demand, design wins will ultimately drive revenue. With supply, we have to be able to scale production to very large volumes. We are looking at an addressable market of 89 million units per year between digital still cameras and digital camcorders, by 2005. Our strategy would be to leverage this production through 3rd party manufacturers who do this type of work. They would be companies that could make a DVD pickup heads or CD-ROM drive, which would meets the capabilities requirement, although some special tooling would be required for production. We have made progress on both of these keys areas and are in a strong position.

      Steve will talk about some recent developments where we have seen more focus on digital camcorders as well as digital still camcorders. Of the two categories the digital camcorders has the higher prospective growth rate going forward and is expected to grow from 20 something million units to 40 something million units in the next few years.

      Recent Asia Developments: Steve Wiley 42:30
      Viewfinder solutions remain our key product target in digital still and digital camcorders. The camcorder category is looking more interesting lately partly because of the convergence of still camera capabilities into digital camcorder models. The camcorder market will be as large as the digital still market, which gives us two key targets.

      The industry is also making a general move towards the HDTV wide screen format, which gives us an opportunity because while shooting wide screen there is going to be a requirement for a widescreen viewfinder. We believe that this standard will be very challenging for flat panel display competitors and further believe that we can achieve this widescreen standard and perhaps with even a flexible aspect ratio. The demand that we accommodate, both existing and wide screen simultaneously, could play to our advantage.

      We have seen sudden growth in the digital SLR camera category. Users of this product demand high quality. When electronic viewfinders are made available, we believe that they may react accordingly and demand our high performance solutions. So we now have digital SLR viewfinders as well as digital still cameras and digital camcorders as our three EVF targets.



      EVF Competition: SW 44:30
      The competition does not appear to have an equivalent or near equivalent to our EVF product offering. We have recently completed an A-B comparison with the best current EVF product that we could obtain with ours and measured 700% greater resolution and some 3-4000% improvement in contrast, and much wider color range with no pixilation. In a high performance market that demands high quality products we remain well positioned.

      Relationship building in Asia continues to progress, as well as the awareness of Microvision in Japan. Last week we were featured in Nikkei Magazine, which is the equivalent of Business Week in Japan. We can anticipate further exposure in the future.


      Miscellaneous Comments RR
      Competitive margin is extremely encouraging in this market and we continue to look for competitive threats and we believe that our solution could be a majority if not dominant share contender as designs support these higher resolution requirements. We are encouraged that there is nothing that can close these performance gaps in a practical way at a competitive price. We are working on what we believe could be very, very exciting relationships in bringing this product to market.

      Beyond cameras and EVF applications we believe that wireless terminals with either handheld displays built in or wearable peripherals are viable, both with respect to 3G telecom rollout, we are in the process of making a delivery to a major network operator in Europe. Wi-Fi broadband applications could bring a demand for more compact type terminal unit displays. Wi-Fi is gaining momentum in this area as major companies such as Intel back this standard (Centrino family of chips).

      Steve has talked about gaming as a potential significant application and we continue to see interest in this area and in wearable entertainment displays.

      We are not ready yet to publicize the form factors that are possible, but we are very excited about the models we have created based on optical designs. We think it will not be too long before we can talk about and show where we can take this in terms of a wearable consumer display product. One of the challenges has been achieving compact and stylish form factors for wearable displays at an affordable cost with acceptable levels of performance. The scanned beam approach allows for low cost and form factor options in which we can wrap the beam path around the head and the temple. This becomes a key enabler to these more compact form factors, which will be demanded by consumers.

      With respect to laser camera activity, and our automotive displays, and our EVF application we believe that these are significant pipeline activities and our model continues to be focused on leveraging the scanned beam technology. Our new breakthrough approach to the scanned beamed technology significantly impacts the size, cost, and reliability--and even the ability to scale performance when needed.




      Lumera: Tom Mino 51:45
      The last quarter was both exciting and challenging for Lumera. We announced $900k in contract awards with the government and a major government contractor. That is the beginning of a series of contracts that we are negotiating. We continue to expand our polymer platform strategy into several product areas. We initially were focused on an EO modulator for the telecom market, but the telecom market has had a long downturn so we brainstormed internally and with some outside consultants and expanded into other areas where our polymers brought a distinct advantage to the marketplace. We have been working in those product areas and have currently shown capability for RFA shifters with lower power requirements and wider phase shift for antenna and radar applications for both commercial and military. We have worked on more stable material for OLED applications. We have provided samples of our material on slides that are used by biotech sampling companies for use in evaluating DNA, proteins and new drugs. Several companies are involved in evaluating those slide samples. We are working in each one of these areas with potential partners; including one large American semiconductor company that we were working with on future work for optical interconnect for high speed chips and backplanes where copper will no longer provide the performance required.

      We have been aggressively talking to potential partners in these areas and have several meetings setup with people in both the antenna, the biotech, and the optical interconnect areas as we sit here today and a major meeting setup in the future in the OLED area. It has been a quarter of accomplishment and evaluation and reflection on the best way to address the marketplace with our materials and the advantages that our materials bring.

      We have focused recently on the RFA shifter for antenna and radar and expect to announce soon some progress in that area. We made the initial announcement of the low power, high performance capability and have included the low cost capability and expect to be able to expand on that in the near future.

      Financing for Lumera: RR 55:45
      Fundraising is ongoing and currently going very well, and we expect to announce a financing very soon, but cannot at this time.

      We have been able to validate that this is a platform technology that has a wide range of applications and we are in the process of prioritizing our approach to the market. A promising area, because of the scope of the market is in the wireless RF communications arena where “smart” antennae have a significant ROI associated with them in everything ranging from automotive communication and collision avoidance to military systems to cellular networks to Wi-Fi. There is a range of cost and performance requirements among those categories, but what is encouraging to us is that we believe our phase shifters can cover a wide range of applications.

      Tom had a recent conversation with a European automaker, which gave him a specification for an antenna that would be used for both a GPS as well as satellite communication.

      Time to commercialization is relatively short, not measured in years, but rather in quarters based on the prototype systems we have currently.


      Question and Answer Session: 58:52
      From Carson Block from W.A.B Capital (?)
      Q1: Regarding the Honda LOI, do you think you could start to see volume in Q1 2004?
      A1: That’s the plan at the moment, we are working to refine that rollout schedule, but the plan is to get these to them as quickly as they can and in fact that’s the language that are contact at Honda used. They are very anxious to get these displays in their facility. One thing about this customer is their state of readiness. They have been engaging in preparing the application side of their system using the current generation Nomad and so we think they are going to be fully prepared as the first of the year rolls around to integrate these. Some of the milestones that we are going to address along the way are systems connectivity and there is going to be a wireless connectivity solution coupled to this first product. Yes, we believe that we could start seeing volume in Q1 2004.
      Q2: With the reduction of cost in the latest version of the scan engine, what do you anticipate the ASP for the Honda Nomads?
      A2: We haven’t said that yet, our list will be in the high $3,000 low $4,000 depending on the configuration. With Honda what we’re working on is a tiered pricing scheme that gives them lower prices as volume escalates. The other data point I can give you is that we think in terms of price elasticity if we get down into the low to mid $2,000 dollar range we can start to see significant increases in volume come back as a result. We have not seen price sensitivity or elasticity below the $2,000 mark.
      Q3: Where will you produce the Nomad’s for Honda?
      A3: Initially we will produce them here. In fact we are right now working on our production strategy in terms of when and where we will be able to outsource more and more of the production. Today some of the subsystems are already outsourced even in the current version of the Nomad. We will continue to outsource more and more subsystems so that the final integration will become more straightforward and therefore more portable. Our strategy suggest that we should be in a position for that transition some time next year although we are really working on that and there is a fair number of moving parts, including qualifying some of the 3rd parties. Initially we will produce them here and our plan is to have more than sufficient capacity to support Honda in a single shift so we will have the ability to scale that by adding more shifts if demand dictates.
      Q4: What will be your initial production capacity and how will that change post transition?
      A4: That is part of the work we are doing now. Probably the initial capacity I am going to say will be in line with if we took the Honda demand and made it more or less linear, say something less than 1,000 units per quarter that’s a reasonable target for our initial capacity. We would be able to scale that that would be single shift capacity. That would be a reasonable expectation based on how you are looking at Q1. Our best case would be able to make the transition without having to substantially increase that capacity. In other words, we would like to be able to maintain our fixed operation costs as they are and be able to make the transition and maintain the quality and then scale volume once the outsourcing is complete, but that remains to be seen. 1,000 units per quarter on a single shift, or 2,000 units per quarter on a double shift, those are reasonable guidelines.


      From Paul Sethi from Vertical Ventures Investments 1:04:41
      Q1: On American Honda. What other opportunities are there for other car manufacturers both here and abroad, do you see these types of contract in the near term? Long term? And what are the chances of hitting them?
      A1: We have a couple of these things in the pipeline. Honda has 18,000 service technicians in the US at the dealership level. They make use of 50,000 3rd party technicians at qualified service providers in the US so there are about 68,000 addressable service technicians in the United States. The math wont correlate strictly in a linear fashion but Honda’s market share in terms of an automotive company in the US is about 7% of the total market, of those 50,000 3rd party technicians many of them repair Honda cars as well as many other brands so we can’t take that 50k and multiply it but we certainly can take the 18,000 and multiply it out using the 7% number. We had for use about 590,000 service technicians who have access to digital information which is a key qualifier, and somewhere between 100,000-150,000 that could be categorized as early adopters based on statistics. There are many adjacent applications, in power plants, or aviation maintenance. We had a conversation recently with a congressman on the Transportation Committee who was very keen to understand what we were doing in the area of aviation maintenance because the FAA had recently produced a study or an audit which indicated that the quality of aviation maintenance really needed to be improved to further avoid error rates.

      We also heard from Honda that they are looking at a second application beyond maintenance, repair, and overhaul, which is the rebuilding of transmissions. We heard that the number 1 reason for those rebuilt transmissions to fail was based on disassembly.

      Geological Instrument and Survey is another area of growth. Companies like Tremble and TopCom are leaders in this market which is increasingly becoming all GPS driven, moving away from optical line of site systems towards handheld GPS antenna based systems. We have done a fair amount of work with a couple of these companies and we think there is a compelling application here as well.

      Q2: How did Honda arrive at the 3,800 LOI number for units? And how quickly do you see that number ramping to something bigger and how do you drive that number.
      A2: Tom Sanko: They have something around 1,300 dealers in the US and they are actually interested in a couple of different configurations. The first configuration is what we would expect to launch in January and they are anticipating 2 per dealer to start of with that and the other configuration would be 1 per dealer initially which brings it to 3,800 and approximately 3 Nomad configurations per dealer. They have approximately 10 technicians per dealer on average, perhaps more. It’s all about making money for the technicians, if they can do the tasks faster, they get paid at the same rate but they can do more tasks so if early adopters take advantage and show a good return then we will get additional opportunities for penetration into these dealerships.

      RR: Its worth adding, looking at the 50,000 3rd party technicians, that when you look at this model of having captive service support, as well as, contracted service support that you can maintain quality standards across so many different organizations using this tool to standardize procedures and practices.


      Closing Comments: RR 1:13:08
      Major highlight of this quarter is the indication of a significant market for augmented vision systems. Productivity and quality challenges can be addressed with this product. There is a great automotive opportunity with Nomad in addition to a large opportunity with the military. In the intermediate to longer term this is a compelling opportunity.

      2004 should represent a transition towards a strong trend of product sales. We continue to work Flic and believe in the fundamental product and its competitive price and the shift in the market to more Windows based platforms.

      We should be able to talk to you soon about some real orders as well as some reference accounts and also some interesting partnering arrangements with people who are providing these solutions. We should be able, in very short order, to announce the Bluetooth enabled version of the product that is key to this whole area of PDA and pen tablet compatibility, because Nomad [I think he meant Flic here] does not have a display built on board but with the Bluetooth your input and display become solved by the PDA. One client with a 1,200-unit opportunity, who is a major consumer brand in the US, is looking at coupling the Flic scanner with a Handspring Trio, which is a cellular phone and PDA product.

      The pipeline for the EVF includes activities in the second half of this year that should lead us to product launch late next year and into 2005. We have several launch dates for candidate products during 2005, like digital still cameras and digital camcorders and we are continuing to refine that and Steve mentioned the renewed interest in the digital SLR line which actually have some surprising volume potential.

      Lumera should be able to talk to us very soon about financing. We also have some future options there that we are encouraged by beyond the current round. Equally important is the product focus for the company of a RF phase shifter and wireless communications and I think they are going to be able to announce some impressive developments in that regard.

      Our focus will remain on cash flow, focusing on product development and ramping products sales and crossing the bridge to commercial production with a view towards growth and profitability.
      Avatar
      schrieb am 14.08.03 16:14:34
      Beitrag Nr. 37 ()
      @Gabi, ´eine letzte Finanzierungsrunde´ ist wohl mehr Wunschdenken und nicht erst gemeint, gelle Welle? MVIS hat keine finanziellen Rücklagen. Selbst wenn die Produkte auch nur annähernd laufen würden, kostet das erst einmal. Und wo solls herkommen?

      Ich bleibe dabei. MVIS ist in der jetzigen Position noch viel zu teuer. Und das Risiko wahnsinnig hoch.
      Avatar
      schrieb am 14.08.03 12:45:12
      Beitrag Nr. 36 ()
      Michael, ich halte es schon für wichtig, dass FLIC nicht floppt. auch wenn der umsatzbeitrag nicht so immens sein wird, wie bei anderen MVIS produkten. es waren aber auch hier schon ordergrössen von 10 000 und 100 000 im gespräch.
      mvis will sich im barcode segment einen namen machen. vor allem hinsichtlich des in entwicklung befindlichen 2D barcode reader. warum sich NCR bei der vermarktung des FLIC so bedeckt hält ist mir ein rätsel.
      die TELECOSM konferenz ist ja hochkarätig besetzt. vor allem von der medien seite her. ein netter artikel im FORBES MAGAZINE könnte einiges an publicity bringen.
      Avatar
      schrieb am 14.08.03 12:06:40
      Beitrag Nr. 35 ()
      selbst wenn FLIC in die Pushen kommt wird es pro Jahr max 1 Mio$ Umsatz machen, IMHO. Ausgegangen war man von 3 bis 4 Mio. NOMAD ist nach wie vor unsicher, habe ich innerlich aber schon abgehakt, insofern ist auch der Letter of Intent für mich positiv. Selbst wenn es im kompletten 2004 nur 1000 Nomads wären, würde ich das schon ordentlich finden.
      Dass man bei MVIS jetzt ausgerechnet leise treten will halte ich für falsch. Gerade in Hinblick auf die anstehenden Finanzierungsaufgaben muß RR versuchen, den Kurs zu weit wie möglich oben zu halten.
      Mal sehen was die nächsten Tage/Wochen so bringen, auch die Investorenkonferenz Ende August...

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      schrieb am 14.08.03 01:51:57
      Beitrag Nr. 34 ()
      RR hatte immer ne grosse klappe und die erwartungen zu hochgesteckt. er scheint kapiert zu haben, dass man lieber erst mal kleinere brötchen bäckt und dafür aber auch mal überrraschen kann. das geile an mvis ist, dass ne vermeintliche fehlgeburt - wie zb. NOMAD - sich zum kassenschlager mausern kann. meine grössten hoffnungen liegen, neben NOMAD, kurzfristig bei EVF mit CANON und den automotive displays mit BMW.
      eine letzte finanzierungsrunde ist zwar lästig, sollte jedoch jedem investor klar gewesen sein und insofern auch keinen preisabschlag nach sich ziehen. insider buying ist jetzt angesagt, als gegengewicht zu den shorties.
      und eine pr, dass FLIC endlich in die puschen kommt oder ein weiterer auftrag für NOMAD gen.2 von dem erwähnten neuen kunden, der ebenfalls feldversuche mit mvis durchführen will.
      Avatar
      schrieb am 13.08.03 23:07:10
      Beitrag Nr. 33 ()
      was mir aufgefallen ist und ich nicht verstehe:
      Normalerweise schafft es RR immer, aus Nichts einen hervorragenden CC zu machen. Diesmal scheint es mir irgendwie komisch:
      Ausblicke nicht sehr enthusiatisch dargestellt, v.a. noch von der Firma aus den kurzfristigen Ausblick schlecht dargestellt. Man hätte schließlich nicht erwähnen müssen, dass das nächste Quartal schlecht wird.
      Avatar
      schrieb am 13.08.03 22:55:28
      Beitrag Nr. 32 ()
      schlufti, hast Dir etwa MVIS-Aktien gekauft?;)
      Bin auch etwas überrascht, hätte gedacht dass es weiter südwärts geht. Wird aber die nächsten Tage der Fall sein. 6,60$ ist ein Widerstand, immerhin. Rechne aber mit Kursen um die 6$.
      Das Abschmieren ist in erster Linie wegen der anstehenden Finanzierungsrunde ärgerlich.
      Interessant wird auch die nächste Zahl der geshorteten Aktien. Worauf die spekulieren ist mehr als klar und auch nachvollziehbar. Wenn MVIS aber stabil bleibt und sich passabel finanzieren kann, bekommen die ernste Probleme. Jedoch bin ich für die nächsten tage sehr pessimistisch eingestellt, der kurzfristige Ausblick ist einfach zu mies.
      Avatar
      schrieb am 13.08.03 20:57:42
      Beitrag Nr. 31 ()
      naja, hält sich ja nicht mal schlecht für das Ergebnis.
      Avatar
      schrieb am 13.08.03 13:23:53
      Beitrag Nr. 30 ()
      Spinoff Technology # 569

      Electro-optic polymers
      Lumera Corporation (Bothell, WA)

      Based on research partially funded by BMDO, Lumera Corporation (Bothell, Wa) has developed a prototype for an electro-opto–polymer-based 10-gigabit modulator that will run reliably, at room temperature, at more than 100 GHz. Devices made with this new material should run at higher operational speeds with lower optical losses, lower power consumption, and lower cost of fabrication than existing devices using inorganic materials.




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

      Technology Description:

      Using chromophores (organic molecules that are specially engineered to control the propagation of light by means of an applied electric field), Lumera has designed a modulator that could operate at 100 GHz (instead of 10 or 40 GHz) at roughly half the voltage of existing modulators (3 to 4.5 volts instead of 6 to 9 volts), for less cost. The dielectric constant of Lumera’s electro-optic polymer (2.5 to 4) compares favorably to that of the ferroelectric material lithium niobate (28). The refractive index of Lumera’s electro-optic polymer is 1.5 to 1.6, compared to that of lithium niobate with an index of 2.2.




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

      Spinoff Applications:

      The main application is polymer-based optical communications devices including modulators, switches, and waveguides. A series of electro-opto–polymer-based modulators could be packed into a small space with negligible crosstalk interference. This offers the promise of compact, multi-channel, optical communications links in a small space with very low losses, something that manufacturers of lithium niobate-based modulators cannot hope to match. However, while optical communications is the first market Lumera has chosen to enter, it is not the only segment of the photonics industry that might benefit. Electro-optic polymers might profitably be deployed in displays, sensors, and optical computing. For example: phased-array radar; or three-dimensional integrated photonic and all-optical circuits.




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

      Commercialization:

      The company is testing the thermal stability of its electro-optic polymer for up to 2,000 hours at 85°C. It plans to ship engineering samples of a 10-gigabit modulator to selected customers including Cisco, Inc. (a major investor in Lumera), before the end of 2002. Lumera thinks it can manufacture units for significantly less than the $6,000 to $15,000 price tag of existing electro-optic modulators. By the second quarter of 2004, the company hopes to introduce an even more powerful 40-gigabit device, and equally hopes to reduce costs down to $1,000 per unit by that time.




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      Company Profile:

      Lumera is 52 percent owned by Microvision, Inc., of Bothell, WA. Founded in January 2000, Lumera incorporated in January 2001 and received $24 million in first-round financing from a venture capital group that included Cisco, Inc. The number of Lumera employees stands at 32 and its annual revenue is approximately $800,000, 100 percent of which is government contracts and grants. Lumera operates in a facility of 11,500 square feet that contains office and laboratory space and a Class 100 Clean Room.




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

      Contact Information:

      Thomas D. Mino, CEO
      Lumera, Inc.
      19910 North Creek Parkway
      Bothell, WA 98011
      Tel: (425) 398-6540
      Fax: (425) 398-6599
      E-mail: tom_mino@lumera.com
      Web: http://www.lumera.com
      -----------------------------------------



      Wird schnell wieder gen 6$ gehen, evtl sogar alte Tradingrange zwischen 4$-6$. Damit wären die nächsten 5 Monate bedient. Richtig ärgerlich ist, dass man in dieser Zeit eine mieserable Finanzierungsrunde a ggf 3-4 Mio shares abhandeln muß.

      ist die bisher einzig positive Überraschung aus der adhoc
      We also continue to work toward obtaining a design win from BMW and a leading Tier 1 automotive supplier to provide certain automotive displays for the 2006 model year, which would mean higher development revenue for 2004 and leading to product revenue in late 2004 and beyond.
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