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Vuzix has gone from pioneer to manufacturer of smart glasses and other HMDs (head mounted displays).  It also develops the associated software to run the devices and integrate their use with smart phones and computers.  I think the waveguide technology used in the Blade is the best approach for non-commercial use, but though the big bet on Atomistic and microLED looked like the right technology pairing, I cited it as very risky from the start.  I was way out in front of the market in showing how the risks from that development deal had compounded, and discontinued coverage when that became official.

The company does hold many patents awarded or pending, which may help it hang around in the presence of more powerful competitors like Alphabet, which I still cover privately, much like Microvision has.  However, as with most GRoDT companies, dilution is a recurring problem.  Investors often fail to realize just how hard mass manufacturing can be, and I hope that early warning in the face of Vuzix self-promotion was of value to subscribers.


Updates:
+3 Vuzix Blade Upgraded available & Golar update08:04 01-Oct-20
?1 Energy Recovery 3Q20 schedule and GRoDT thoughts12:22 28-Sep-20
+1 Weichai disclaimer, plus eMagin and other follow-ups09:02 23-Sep-20
+1 pre-Labor market post-mortem10:17 04-Sep-20
+1 Resonant switches to KPMG and new Fitbit watches14:14 25-Aug-20
?3 Vuzix 2Q20, debt & politics16:25 14-Aug-20
?3 Vuzix 2Q20 schedule and more10:11 28-Jul-20
?1 ABB 2Q20 estimates and troubling thoughts09:16 20-Jul-20
?2 Covanta & Clearway 2Q20 schedules and much more08:27 15-Jul-20
+3 Vuzix+Verizon first responder development and Trump taxes10:47 09-Jul-20
?1 Virtu 2Q20 schedule and value thoughts17:49 08-Jul-20
?3 Vuzix and Google thoughts13:44 02-Jul-20
?2 Nokia, the pandemic and market pricing08:51 16-Jun-20
+1 PG&E reorg plan and other confirmations20:47 28-May-20
+3 Vuzix OMIB, CenturyLink dividend and India cylcone16:44 20-May-20
?3 Vuzix 1Q20 results and dilution14:58 11-May-20
?3 WFS & Vuzix 1Q20 schedules and much more11:41 29-Apr-20
+2 MACom 2Q20 schedule plus Clearway & Vuzix news13:44 22-Apr-20
+1 market calendar and minor news09:42 15-Apr-20
+1 MVIS, the Fed, oil, next week and beyond16:24 09-Apr-20
?1 Senate deal, rebate rates, India lockdown, Schlumberger cutback09:14 25-Mar-20
+1 Virtu update plus AES and other OMIBs10:16 24-Mar-20
-3 Vuzix 4Q19 results and much more12:39 17-Mar-20
+1 CTL OMIBs and reality vs finance17:35 16-Mar-20
?1 Vuzix, eMagin & Westport schedules and much more10:08 06-Mar-20
?3 Vuzix 4Q19 schedule, RESN OMIB and geopolitics16:11 14-Feb-20
?1 Ebix 4Q19 schedule and reality shifts20:04 12-Feb-20
+1 jobs and follow-ups09:40 07-Feb-20
+1 Vodafone & Himax partnerships plus CWEN & EMAN crazy talk08:06 23-Jan-20
+1 India rejects Vodafone & fluff news11:55 16-Jan-20
+2 VUZI OMIBs and other follow-ups11:07 14-Jan-20
-3 Vuzix and other warnings ignored so far12:38 10-Jan-20
+2 Himax 4Q19 projection plus CES & more Ebix11:45 07-Jan-20
?1 Resonant win, Ebix update & Iraq09:46 06-Jan-20
+1 pre-Xmas news & trading wrap20:40 20-Dec-19
?2 more follow-up on VUZI, CTL and the Fitbit spread10:19 15-Nov-19
-2 Vuzix 3Q19 results and Hololens 2 available02:09 08-Nov-19
?4 Vuzix schedules 3Q19 report20:10 29-Oct-19
+1 Ebix travel agreements and macro follow up11:42 08-Oct-19
+2 Vuzix M400 shipments, CUI OMIB and other news10:53 17-Sep-19
+1 the view from Labor to Halloween18:33 03-Sep-19
+1 CUI Global CEO ups position by over 12%17:01 20-Aug-19
-2 Vuzix 2Q19 results13:01 09-Aug-19
?4 FedNow payments plus AMSC, CUI and VUZI schedules15:29 05-Aug-19
-5 Vuzix dilution and more09:28 01-Jul-19
?3 Vuzix short squeeze and more macro09:30 20-Jun-19
?1 wrap for the week08:44 14-Jun-19
?1 MagnaChip and other updates17:37 11-Jun-19
+3 Clearway and Vuzix news11:26 10-Jun-19
?3 AMSC, ABB and Vuzix OMIBs08:41 07-Jun-19