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Thursday, May 25, 2017

Sure, I would welcome a buyout but I think eMagin's been hiding in the Police Station for some time, those partnerships that the lawyers have been thrashing out are with a neighbor I believe: ema lurker...Roy Taylor like eMagin has called out Oculus by name, like eMagin damning them with faint praise, I see the relationship between the 3 but lack the ability to describe it, looks sorta nebulous now but the fog could lift shortly

Lurker
I changed my mind about AMD,
I changed my mind about AMD, based on some linkedin information.  I believe they are the tier one helping eMagin get foundry support.  BTW, the Radeon Technologies Group (RTG) is a newly formed group of AMD under Raja Koduri, focusing on VR and AR.  RTG works closely with Oculus.  The focus groups talked about in the CC made me wonder if Oculus was involved with eMagin and Andrew has some LinkedIn activity with FB/Oculus, as well as Dan with John Carmack. To say the least, Oculus has eMagin on their radar and I feel like I am only wishing for more involvement, we'll see.  There is stronger evidence of an AMD eMagin link.  It seems to me AMD/RTG may be courting eMagin to build a nice HMD to help show off AMD's hardware.  AMD foundry is Global Foundries and TMSC.  I think eMagin is working with Global Foundries.  I find it interesting the last CC Andrew says "..so significant investment would have to be in equipment. And whether that comes from the customers or foundry partners, either one of those makes sense to us." 
So we have the 2k x 2k coming down the pike for VR, and the other one I will assume is going to be SXGA096, just because it makes economic sense.

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