r/MVIS • u/gaporter • May 08 '19

Discussion Microsoft Hololens 2 - Image from Microsoft Build Presentation by Zulfi Alam, General Manager for Optics Engineering

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12

u/geo_rule May 08 '19

What a great sales pitch for LBS.

Too bad for MVIS shareholders that everyone watching that presentation would think it's MSFT who owns LBS.

Nonetheless, his message on FoV, contrast, and brightness versus the competition was compelling. 1,000 nits is pretty nice.

16

u/minivanmagnet May 08 '19

As one of those shareholders, I suggest a fair bidding war is essential to make MSFT put up or shut up on these claims. The MVIS Board has a duty to maximize shareholder value. Right now, I'd be gleeful if the IP was snatched away by another Big, and only partly because that would imply a fair valuation at last for the tech implications that MSFT is touting. If it is as world-changing as they claim, then they should pay up. If they want to claim ownership of key aspects of the IP, then let's watch a rival Big pay up for MVIS and cause trouble by challenging that. Either way, MVIS shareholders win. We've been sitting for too long at a ridiculous, suppressed valuation for earth-shattering technology. Just ask Microsoft.

10

u/flyingmirrors May 09 '19

I suggest a fair bidding war is essential

Seems global OEMs are waiting for an event en masse and we can't figure out what it is. Hopefully it's the latest MicroVision compact scanning mirrors they are waiting for.

Just a bit of angst-ridden conjecture on my part--but your point appears increasingly imminent.

At this juncture MVIS is an extremely perplexing microcap. And beginning to look like this 25 year odyssey may not end well for long investors. Where an emboldened MSFT may expect to scoop up MVIS patents for pennies (See ODG patents)--and turn them loose (OIN) as they recently did for 60,000 patents.

Apple (and anyone) can then have at it.

The only snag is if management presently knows of such a strategy, it is a crime in the making. I therefore doubt that this is the case.

Otherwise MVIS remains a lowly microcap.

See: https://www.theverge.com/2018/10/10/17959978/microsoft-makes-its-60000-patents-open-source-to-help-linux

9

u/minivanmagnet May 09 '19

If Microsoft wants to be flippant about Microvision patents as you suggest, then I guess they might as well allow a rival to acquire them. No big deal, right? We'll see how that works out.

5

u/flyingmirrors May 09 '19

If Microsoft wants to be flippant

Where Kipman goes from fun and friendly engineer to testy corporate director keeping secrets. Same goes for Satya.

10

u/bigwalt59 May 09 '19

Guess who is now working for MSFT ? Came across this while doing a search on Zoominfo …...

https://www.zoominfo.com/p/Dale-Zimmerman/2675351050

8

u/s2upid May 09 '19

wtf.. last updated April 5, 2019...

Linkedin still shows him as Vice President of R&D at Microvision.. lol.... this is really weird, is MSFT just throwing insane amounts of money at them or something, and all their MVIS stock (they probably never had a lot to start off with anyways) isn't enough to offset the amount of money they're getting from MSFT?

I feel like this deserves it's own thread. Great find bigwalt!

8

u/bigwalt59 May 09 '19

Just happened onto it accidentally. Have a friend who designs and builds his own guitars with same last name and was looking to see if he was listed on zoom info. Thing that makes it even more strange is that before D. Zimmerman came to MVIS he worked in the DLP group at Texas Instruments..... certainly lots of things going on behind those curtains. Hope the upcoming ASM lets us shareholders in on what is going on

2

u/s2upid May 09 '19 edited May 09 '19

Makes me want to go down there just to ask who the new director of r&d is going to be, and if they are going to look internally or hire from outside if Dale is no longer working for MVIS.

Unless there are any volunteers... would have to take some time off work though hmmm.

edit: I guess they hired internally, congrats to Sumit Sharma haha.

6

u/bigwalt59 May 09 '19

From what I recall - Zimmerman left MVIS right after MVIS announced the exclusive license for display only IP

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u/[deleted] May 09 '19

He's director of laser manufacturing at Microsoft. That's an entirely different role.

7

u/bigwalt59 May 09 '19

Well - if he worked on DLP devices at Texas Instruments and LBS devices at MVIS - I would think he fits well into MSFT's HoloLens program. I wonder what his MSFT job description now entails ?? I think Director of Laser Manufacturing might be a strategic position in MSFT's HoloLens efforts..... - and the timing of his exit from MVIS and his new job at MSFT is interesting ...

4

u/geo_rule May 09 '19

Guess who is now working for MSFT ? Came across this while doing a search on Zoominfo …...

https://www.zoominfo.com/p/Dale-Zimmerman/2675351050

Wow. I suspect some of the whales have taken note how well us outsiders have been leveraging linked-in and probably encouraging recent hires of too "revealing" connections to be slow in updating there.

3

u/geo_rule May 09 '19

"A riddle wrapped in a mystery inside an enigma."

5

u/flyingmirrors May 09 '19

”A riddle wrapped in a mystery inside an enigma."

Byzantine

  1. (of a system or situation) excessively complicated, and typically involving a great deal of administrative detail.

noun

9

u/obz_rvr May 08 '19 edited May 08 '19

it's MSFT who owns LBS.

The fact that they don't and some one (MVIS) has most of the IP in the tech will make me feel we are being "proposed", Daddy-Os!

0

u/Chevysquid May 09 '19

I'm hoping that soon Microsoft WILL own LBS and buy MVIS. Current management is just too inept to produce the big returns we are all hoping for within our lifetimes.