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Saturday, May 12, 2018

Wrote this two years ago...


Attended as an observer eMagin's Analyst Day in NYC a few years back. One of the slides mentioned Google Glass as did the accompanying Prospectus that was provided. Google Glass mentioned prominently in the Presentation by AS.

Following Fall attended the Association of the US Army. Spoke generally to an eMagin employee about Google Glass. I should say that beforehand I told him I was a shareholder. He recited the "in person" version of the Safe Harbor Statement. I asked him his opinion of Google Glass. He made glasses from his hands,  you know, how kids do, held them up to his eyes and said "Google is not happy with the resolution." The discussion ended with that.

Jerry Carollo, for some time listed his employment history at his Linkedin Profile as concurrently working for eMagin and Google. As of a few days ago, it changed, now he lists Google as his sole employer, occupation, Optical Architect. Jerry Carollo since his early Pre-Intevac days has only designed HMDs using eMagin OLED displays.

Google is the only "Household Named" company that is prominently involved in designing both Augmented Reality and Virtual Reality HMDs. A partnership with eMagin would solve the optical needs of both devices in development.
Was not sure how serious Google was about Virtual Reality until this week when reports emerged that Google was planning a "Family of headworn devices" and additionally the public statement that Google's VR HMD would "not always be cardboard." Finally AS mentioned, in the recent Conference Call, Google's investment in Himax as an exemplar of what a partnership would look like for eMagin.

Circumstantial, I know, but sometimes that is enough to convict.

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