Strana 3 z 5

Re: Microvison (MVIS)

Napísané: Po 12 05, 2008 5:00 pm
od používateľa Bobikpp
Tak MVISek (ako ho podomacky nazyvam :) sa nam dneska zase zblaznil - Honzajs - ty mas podla mna na neho dobry vplyv - len tak dalej :wink:

Re: Microvison (MVIS)

Napísané: Po 12 05, 2008 8:19 pm
od používateľa ricmund
Bobikpp napísal:Tak MVISek (ako ho podomacky nazyvam :) sa nam dneska zase zblaznil - Honzajs - ty mas podla mna na neho dobry vplyv - len tak dalej :wink:
Ty MVISku vždyť jsi to psal v 17hod tzn. hodinu po otevření :mrgreen:

Re: Microvison (MVIS)

Napísané: Št 15 05, 2008 12:36 am
od používateľa kadu
Velmi velka konkurence pro MVIS je Corning (mnohonasobne vetsi a silnejsi firma)

http://www.pr-inside.com/corning-introd ... 588568.htm

Re: Microvison (MVIS)

Napísané: Št 15 05, 2008 1:17 pm
od používateľa Bobikpp
Vyhodou MVIS by malo byt, ze oni uz tvoria produkty, ktore tuto technologiu obsahuju, kdezto Corning ma zatial len technologiu. A nie je to tak, ze MVIS a GLW spolupracuju? Nikde som to nenasiel, ale v tej poslednom reporte o MVISu sa to spominalo
Here is what Dr. Miller had to say about the company’s green laser initiative and
partnership with Microvision:
"Green lasers for microprojection is an opportunity in the consumer electronics
marketplace. We expect microprojectors to become a consumer reality in early 2009,
first as a handset accessory and then embedded in cell phones and PDAs. We have
been engaged with customers for some time. Projectors with Corning green lasers
were shown at the Consumer Electronics Show in Las Vegas this past January. [...]
“We are planning to introduce our first green laser product series this year, and are
focusing on the long lead production items. We have detailed plans for meeting
market demand in 2009."
Dr. Joseph A. Miller
Executive Vice President
Chief Technology Officer
Corning, Inc.

Re: Microvison (MVIS)

Napísané: Št 15 05, 2008 2:03 pm
od používateľa Honzajs
Poslední růst může souviset s tímhle:
http://phx.corporate-ir.net/phoenix.zht ... highlight=

Re: Microvison (MVIS)

Napísané: Pi 16 05, 2008 6:58 pm
od používateľa Bobikpp
TAk dneska pre bullish na MVIS aj uvodna stranka google :) Dneska je asi nejake den vynalezu laseru alebo co :roll: Pre tych co to nestihnu tu je obrazok :)

Re: Microvison (MVIS)

Napísané: St 04 06, 2008 3:03 pm
od používateľa Bobikpp
Dalsi kompetitor MVISu - http://www.i4u.com/article17793.html

nechcem ich nejak podcenovat, ale produkt od MVIS sa mi zda technicky vyspelejsi - zalezi ako dodrzia plan a kedy uvedu produkt na trh - to, ze sa v tomto segmente objavuje coraz viac vyrobkov je len dobre - je to znamenie, ze to bude novy tech. trend :wink:

Re: Microvison (MVIS)

Napísané: Pi 06 06, 2008 1:21 pm
od používateľa Bobikpp
A dalsia konkurencia

http://www.oculon.com.tw/en/products/pr ... aspx?pid=2

a dalsia LED technologia :wink:

Re: Microvison (MVIS)

Napísané: Ut 10 06, 2008 7:34 pm
od používateľa vettinari

Re: Microvison (MVIS)

Napísané: Ut 10 06, 2008 8:59 pm
od používateľa Bobikpp
Zase system zalozeny na LED diodach...Nejak sa nam to kopi 8)

Re: Microvison (MVIS)

Napísané: Št 12 06, 2008 9:28 am
od používateľa Bobikpp
Tak toto uz vyzera na vaznejsieho konkurenta. TEn jeho projector je dokonca urceny priamo na Iphone, Ipod - i ked iba v externej forme

http://www.honlai.com.tw/projecor.html

ALe zase je to chvalabohu je zalozeni na technologii LED - (este ze MVIS kraca inym smerom)

Re: Microvison (MVIS)

Napísané: Ut 17 06, 2008 7:57 am
od používateľa Honzajs
Sbírám dotazy pro valnou hromadu :wink:
Klidně piště sem, přepošlu pak účastníkovi valné hromady

Re: Microvison (MVIS)

Napísané: Ut 17 06, 2008 11:01 am
od používateľa ricmund
Potřeboval bych se zeptat kdy budou akcie MVIS na hodnotě cca 10 dolarů a pokud je to možná tak bych prosil k 1.8.2008 :twisted:

Re: Microvison (MVIS)

Napísané: Ut 17 06, 2008 6:04 pm
od používateľa Pepek
MVIS z jiného soudku....
Microvision Demonstrates Network Communication Service ViZiMo based on Its Physical Engine
http://movie.diginfo.tv/2008/06/13/08-0298-m-eng.php

Re: Microvison (MVIS)

Napísané: Ut 17 06, 2008 6:48 pm
od používateľa kadu
Pepek napísal:MVIS z jiného soudku....
Microvision Demonstrates Network Communication Service ViZiMo based on Its Physical Engine
http://movie.diginfo.tv/2008/06/13/08-0298-m-eng.php
Pepek jsi vedle jak ta jedle to co tam je prezentovano neni MVIS ale nejaka japonska firmicka ktera se zabejva jiz 20 let vyvojem her shodou okolnosti taktez Microvision... prosim nemystifikuj tu

Re: Microvison (MVIS)

Napísané: Ne 22 06, 2008 9:06 pm
od používateľa vettinari
MVIS tipem na short na seekingalpha. Jsem zvedavej, jak moc to pohne s cenou.
http://seekingalpha.com/article/82223-m ... rket-to-ti

Re: Microvison (MVIS)

Napísané: Po 23 06, 2008 8:05 pm
od používateľa Bobikpp
Pohlo to pekne smerom dole - hajzli jedny shortovaci :)

Re: Microvison (MVIS)

Napísané: Po 23 06, 2008 8:59 pm
od používateľa Bobikpp
Inak ten clanok je podla mna pekna manipulacia - napr. toto:
Microvision needed to have the OEM order in hand for Q4:08 shipments in order raise cash in Q3:08.
to nie je pravda - citujem z jednej analyzy (nepreveroval som, ale podla vykazov ma MVIS spotrebu cca 5 mil / rocne)
Financially speaking, the company has approximately $35 million in cash with a burn
rate of about $5 million per quarter. The company has NO debt. That gives the company
about seven quarters to operate, even if no earnings are booked.
Najviac sa mi paci ten disclosure
Disclosure: Author works in a hedge fund that is short Microvision
Ak sa podari, tak prikupujem

Re: Microvison (MVIS)

Napísané: Ut 24 06, 2008 10:31 pm
od používateľa Bobikpp
Zaujimave dianie okolo MVIS:
Yesterday, Microvision (MVIS) plunged almost 12% because of a critical article written on the financial blog aggregator Seeking Alpha. Barron's:

Microvision (MVIS) shares are sharply lower this morning on a highly negative post about the company...

Microvision is developing pico projectors...The post asserts that Microvision’s own projectors, known as The Show, continue to fall behind schedule, and that Microvision is facing a cash crunch.

Well, guess what? The article is gone today. Replaced with this message:

This article has been removed, pending investigation of claims of material inaccuracies. See Seeking Alpha's policy for disputing an article.
http://www.clusterstock.com/2008/5/micr ... _a_con_job_

Re: Microvison (MVIS)

Napísané: Ut 24 06, 2008 10:52 pm
od používateľa jonatanus
Bobikpp napísal:Zaujimave dianie okolo MVIS:
tych shortarov by som nepodcenoval, toto je idealny priklad, slabe volume, staci blby clanok na SA a akcia zleze 12%, zrejme to budu manipulovat aj dalej, nato netreba ani naked shorty....

pokial sa bude len na nieco cakat a este k tomu sa to cakanie bude predlzovat, s tou akciou si mozu robit co len chcu... kludne ju stlacit naspat na $1... pokial nepridu nake velmi pozitivne news/fundamenty.

dlhodobemu investorovi to moze byt samozrejme jedno (moze prikupit) ale taketo akcie nesu nic na kludny spanok..
Obrázok

drzim palce

Re: Microvison (MVIS)

Napísané: Pi 27 06, 2008 7:18 pm
od používateľa sanka_bebe
mna v celku nadchlo ako jeden clanok dokazal zalomcovat akciou, zaujimave ale je ze napriek tomu ze to bol pravdepodobne nie celkom presny podvrh zatial MVIS neskocil naspat, a dnes je uz okolo 2.85 za akciu, takze aspon zas lacnejsie kupim. som kupoval za 3 a predaval za 4 (nie som greedy i maly profit je profit).

Re: Microvison (MVIS)

Napísané: Pi 27 06, 2008 10:47 pm
od používateľa sanka_bebe
a este trochu vody na mlyn do fanklubu :

http://microvision.sdh.cx/

je tam pekny post a general meetingu

Re: Microvison (MVIS)

Napísané: Pi 27 06, 2008 11:27 pm
od používateľa Honzajs
Zajímavá je ještě jedna věc. Podívejte se ten objem posledního dnešního obchodu za 2,87 USD. Denní obrat byl 5,4 mil, přičemž sám poslední obchod dne v 15:58 byl za 2,8 mil, tedy více než ze celý den do té doby. Co to bylo? short covering? Něco jiného?

Re: Microvison (MVIS)

Napísané: So 28 06, 2008 11:54 am
od používateľa Bobikpp
Honzajs napísal:Co to bylo? short covering? Něco jiného?
Tiez ma to napadlo ze by mohlo ist o short covering - no sak uvidime ako sa to bude dalej vyvijat...

A to este zaujimavejsi bol objem v after-hours

Vcerajsi cely den mi ale prisiel trosku divny - len tak namatkovo - pozrite na objemy u MVIS, HTM, GTE (a x dalsich co som len tak namatkovo pozrel) - nieco sialene - neviem ci to ma suvis s dianim na trhu alebo co, ale tie objemy neskutocne poskocili :roll:

Re: Microvison (MVIS)

Napísané: So 28 06, 2008 1:46 pm
od používateľa Bobikpp
ten objem by mohol byt dosledkom tohoto:
At closing today it appears that MVIS was added to the Russell 3000 Index.
http://microvision.sdh.cx/

a dovod preco to nepohnulo moc cenou je v mozno vysvetleny v jednom prispevku pod clankom:
The inside game and secrets of Wall St. The index board has informed the Maker Maker Supplier well in advance of the necessity and approx. number of the shares required for the addition of MVIS. It is done in legal collusion to limit the upfront costs of the Funds required to purchase in order to maintain their index balance. Years ago the cost would be runnup (front running) by inside knowledge of the stocks about to be added. This puts them on a more level playing field. No one ever said the Market is a fair game! The odds are always in favor of the house!!! The small player is at a great disadvantage.
u HTM a GTE doslo pravdepodobne tiez k podobnemu javu - oba sa tiez pripojili k Russell 3000 Indexu

Re: Microvison (MVIS)

Napísané: Po 30 06, 2008 10:14 pm
od používateľa sanka_bebe
pri tychto cena trosku dokupujem uz som sa vyslphal na 10 % portfolia

Re: Microvison (MVIS)

Napísané: Ut 08 07, 2008 3:01 pm
od používateľa Bobikpp
Trosku upgradu nezaskodi :)

Corning Sees Green With Microvision
Ever wonder how committed the $35 billion company named Corning is to Microvision and their need for a green laser? This video excerpt is from Corning's 2008 Investor Meeting.

http://www.youtube.com/watch?v=cbqUylYUcws

I simply cannot understand how people can pay so little attention to the next evolution in display technology that Microvision is the sole owner of. Sure, a lot of companies will use the green laser eventually, but Corning doesn't sound like they are placing bets on them.

Although the lack of recognition frustrates me, short of wearing a sign and marching around town I'm not sure how much more I could do to inform people of what is to come, they'll just have to see for themselves...

Re: Microvison (MVIS)

Napísané: Pi 11 07, 2008 10:43 am
od používateľa PH701
možno bude zaujímavé sledovať čo to urobí

http://www.tradingmarkets.com/.site/new ... s/1749650/

Re: Microvison (MVIS)

Napísané: Pi 11 07, 2008 11:21 am
od používateľa Honzajs
Na seznamu naked short je MVIS docela pravidelně

Re: Microvison (MVIS)

Napísané: Pi 18 07, 2008 5:06 pm
od používateľa Honzajs
MVIS vydává další akcie a padá jako kámen.
Držím i nadále.

Re: Microvison (MVIS)

Napísané: Pi 18 07, 2008 5:40 pm
od používateľa NOD32
Ahoj.Proc vydavaji dalsi akcie??Vyplati se ted dokupovat,nebo je lepsi par tydnu pockat jak se stim trh vyrovna?

Re: Microvison (MVIS)

Napísané: Pi 18 07, 2008 6:04 pm
od používateľa Bobikpp
NOD32 napísal:Ahoj.Proc vydavaji dalsi akcie??Vyplati se ted dokupovat,nebo je lepsi par tydnu pockat jak se stim trh vyrovna?
To sa nevie preco vydavaju - ale moze to byt aj tym, ze budu potrebovat nejaky cash na rozbehnutie produkcie (podla vykazov cash na "provoz" mali este dost, takze jedna z moznosti je, ze sa chystaju rozbehnut vyrobu niecoho (snad SHOW) a na to budu potrebovat cash.

Tiez som na nich najprv nadaval, ale ma to aj svoje pozitiva:

1. budu mat cash na dost dlho - co je pri dnesnej nalade na trhu celkom dobra vec (cim dalej sa pravdepodobne bude cash ziskavat tazsie a pri horsich podmienkach)

2. warranty co vydavaju spolu s akciami maju exercise price at 3,60 USD - to tiez nie je uplne zle

3. osobne pockam kde sa to ustali - je mozne ze sa to dostane az pod 2,33 - tam niekde v rozmedzi 2,0 - 2,33 by som asi nakupil....i ked v mojom pripade sa uz ostavam na kriticke % portfolia :))

Re: Microvison (MVIS)

Napísané: Pi 18 07, 2008 6:27 pm
od používateľa jan
Ja si myslim, ze cena bude v nasledujucich dnoch klesat.
The price 2.33 represents a discount of 22.3 percent to its finishing price Thursday of $3.
To nie je tak uplne pravda.
Cena dlho oscilovala okolo 2.5-2.7. Potom bola vytlacena nad 3. V tejto situacii si myslim, ze tam bola vytlacena umelo.
Cena moze ist znova pod 2. Bude to zavisiet od celkovej nalady na trhu.

Re: Microvison (MVIS)

Napísané: Ut 05 08, 2008 11:54 pm
od používateľa Bobikpp
Hmm - takze s MVIS to nevyzera na nejaky skory navrat do rastuceho trendu - prvy product lunch az niekedy v polke 2009 :roll:
Strategic Outlook

“Since 2006, we have been successfully executing on the PicoP commercialization strategy against our publicly communicated operational milestones,” stated Tokman. “As we get closer to product introduction, the specific timing of product launch is expected to be determined by final commercialization of key components by our strategic supply chain partners and by established commercial product launch windows of our customers.

“With respect to key components, most of our strategic suppliers continue to meet original product development timelines. Some have experienced longer development and commercialization cycles than were originally anticipated. This is not unusual for bringing new technologies to market. The good news is that in the instances where progress has been delayed, these companies have invested millions of dollars and continue to communicate their commitment to bring their components to market because of the large market opportunity. In addition, we have been pursuing dual supply chain capabilities in several key areas and consequently remain optimistic about getting the PicoP display engine to market in 2009.

“Based on what we know today about critical component availability and consumer electronics sales cycles, we can provide the following update about the introduction timing of PicoP based products:

Consumer Accessory and Embedded PicoP Offerings

“As we have discussed in the past we require red, blue, and green lasers to build our full color pico projector. Red and blue lasers have been successfully commercialized and adopted by various industries in the past, while green laser technology is currently being commercialized. The green laser development has experienced longer development cycles than originally anticipated. Based on the ongoing discussions with our green laser suppliers, we believe that we will be in a position to introduce initial quantities of the accessory PicoP in the first half of 2009 and move to higher volumes in the second half of 2009. Based on our communications with prospective customers we anticipate that an embedded PicoP product will be commercialized approximately nine to twelve months after introduction of the accessory product.

Automotive PicoP Offerings

“We have provided vehicle display samples to all three of our tier one automotive integrators which are marketing them to their OEM customers. Typical automobile design cycles take approximately 3 years. In response to global economic changes and 3 year automotive design cycles, we are focusing more attention on after-market HUD opportunities because the commercialization timelines are shorter. We have developed and demonstrated a proof of concept after-market HUD that could be installed in existing vehicles. We are marketing this concept to segments where the safety need is greatest with a target product introduction in 2010.

Eyewear PicoP Offerings

“In addition to the progress we’ve made on the PicoP display engine which is expected to be an integral part of Microvision’s eyewear solution, we made important progress in creating a lightweight, thin optical design that could be incorporated into fashionable eyeglasses. We believe that market pull factors for our wearable display products are the same as they are for pico projectors: the proliferation of broadband mobile devices and content and the tiny display bottleneck that minimizes usability and enjoyment of mobile media. We expect the demand for wearable displays to increase over the next few years. We are targeting to meet this demand with a wearable display product in 2011.

“We remain confident about our PicoP commercialization strategy despite the delays in some supply chain components. We are excited about the opportunity to fundamentally change the way people view and share information with their friends, family, colleagues and customers,” concluded Tokman.

Tokman Buys Shares

Napísané: Pi 22 08, 2008 3:36 pm
od používateľa Pepek
Převzato z http://microvision.sdh.cx/

Tokman Buys Shares
Tokman bought 10.5k shares of MVIS on the open market today.

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP
http://phx.corporate-ir.net/phoenix.zht ... Y2g9T04%3d

Remember, insiders only buy for one reason - they believe their stock is going up.


UPDATE: It appears a Mr. Walker bought shares too. http://phx.corporate-ir.net/phoenix.zht ... Y2g9T04%3d

UPDATE II: Mr. Brown bought some too, an MVIS shopping spree!http://phx.corporate-ir.net/phoenix.zht ... Y2g9T04%3d

UPDATE III: They just keep rolling in, Mr. Madhavan scooped up some shares.http://phx.corporate-ir.net/phoenix.zht ... Y2g9T04%3d

Re: Microvison (MVIS)

Napísané: Pi 22 08, 2008 3:51 pm
od používateľa sanka_bebe
samozrejme ked insider nakupuje je to dobra sprava ale treba pozriet aj na hodnotu, 10000 akcii v hodnote 23000 USD plus minus je dost smiesna suma, a na CEO spolocnosti s trhovou kapitalizaciou niekolko milionov vobec, si myslim ze viaceri z nas tu maju/vlastnia akcie MVIS vo vacsej hodnote.

Re: Microvison (MVIS)

Napísané: Pi 22 08, 2008 4:01 pm
od používateľa jonatanus
tu su vsetky insider transakcie za poslednu dobu (uplne dole):
http://finviz.com/quote.ashx?t=mvis

(je to realtime, takze kym niekdo napise clanok, tuto to uz davno bude svietit)

Re: Microvison (MVIS)

Napísané: Pi 22 08, 2008 6:29 pm
od používateľa Bobikpp
jonatanus napísal:tu su vsetky insider transakcie za poslednu dobu (uplne dole):
http://finviz.com/quote.ashx?t=mvis

(je to realtime, takze kym niekdo napise clanok, tuto to uz davno bude svietit)
Uz vcera som si to vsimol - a dneska som si vsimol, ze nejaky typek na tom mvis blogu pouziva odkaz na finviz - co som zase ja hodil na IHub :)

Proste finviz sa siri ako burina...ale dobra burina :wink:

Re: Microvison (MVIS)

Napísané: Pi 22 08, 2008 6:40 pm
od používateľa Bobikpp
sanka_bebe napísal:si myslim ze viaceri z nas tu maju/vlastnia akcie MVIS vo vacsej hodnote.
No neviem - teda ja urcite nemam viac nez oni :)

Jasne - nie su to ziadne extra sumy - ja to skor berem ako signal akcionarom - vsimni si, ze mimo to, ze kupil CEO, tak kupil vice president sales and marketingu, Vice President General Counsel & Secretary a nejaky neznamy typek - mne sa to ako signal paci - ze sa nieco deje a ze sa nieco bude diat v marketingu a sales - vieme na co vsetko cakame, takze nemusim hovorit o com je rec :)

To, ze kupili za nejaku smiesnu sumu nas nateraz nemusi trapit - mozme to brat tak, ze mame o 20 tis. mensi float (s tym ze vieme ze sme na NSS liste) - v pripade nejakej super zpravy (dajme tomu nejaky vladny kontrakt napr.) by to mohlo tym shortakom celkom slusne zavarit a nas vyviest hore...no - ale dost bolo snivana - zase sa prepnem do stand-by modu u MVIS (nic ine sa asi neda aj tak tu robit....) 8)

ps: samozrejme to moze byt aj cele len pre to, aby nalakali ludi na kupovanie akcii - to clovek nikdy nevie

Re: Microvison (MVIS)

Napísané: St 08 10, 2008 2:24 pm
od používateľa PH701
Microvision and Asia Optical Join Forces to Enable High-Volume Production of PicoP Display Engines and Accessory Pico Projectors

http://azooptics.com/Details.asp?newsID=3209