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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 update | 08:04 01-Oct-20 |
?1 |
Energy Recovery 3Q20 schedule and GRoDT thoughts | 12:22 28-Sep-20 |
+1 |
Weichai disclaimer, plus eMagin and other follow-ups | 09:02 23-Sep-20 |
+1 |
pre-Labor market post-mortem | 10:17 04-Sep-20 |
+1 |
Resonant switches to KPMG and new Fitbit watches | 14:14 25-Aug-20 |
?3 |
Vuzix 2Q20, debt & politics | 16:25 14-Aug-20 |
?3 |
Vuzix 2Q20 schedule and more | 10:11 28-Jul-20 |
?1 |
ABB 2Q20 estimates and troubling thoughts | 09:16 20-Jul-20 |
?2 |
Covanta & Clearway 2Q20 schedules and much more | 08:27 15-Jul-20 |
+3 |
Vuzix+Verizon first responder development and Trump taxes | 10:47 09-Jul-20 |
?1 |
Virtu 2Q20 schedule and value thoughts | 17:49 08-Jul-20 |
?3 |
Vuzix and Google thoughts | 13:44 02-Jul-20 |
?2 |
Nokia, the pandemic and market pricing | 08:51 16-Jun-20 |
+1 |
PG&E reorg plan and other confirmations | 20:47 28-May-20 |
+3 |
Vuzix OMIB, CenturyLink dividend and India cylcone | 16:44 20-May-20 |
?3 |
Vuzix 1Q20 results and dilution | 14:58 11-May-20 |
?3 |
WFS & Vuzix 1Q20 schedules and much more | 11:41 29-Apr-20 |
+2 |
MACom 2Q20 schedule plus Clearway & Vuzix news | 13:44 22-Apr-20 |
+1 |
market calendar and minor news | 09:42 15-Apr-20 |
+1 |
MVIS, the Fed, oil, next week and beyond | 16:24 09-Apr-20 |
?1 |
Senate deal, rebate rates, India lockdown, Schlumberger cutback | 09:14 25-Mar-20 |
+1 |
Virtu update plus AES and other OMIBs | 10:16 24-Mar-20 |
-3 |
Vuzix 4Q19 results and much more | 12:39 17-Mar-20 |
+1 |
CTL OMIBs and reality vs finance | 17:35 16-Mar-20 |
?1 |
Vuzix, eMagin & Westport schedules and much more | 10:08 06-Mar-20 |
?3 |
Vuzix 4Q19 schedule, RESN OMIB and geopolitics | 16:11 14-Feb-20 |
?1 |
Ebix 4Q19 schedule and reality shifts | 20:04 12-Feb-20 |
+1 |
jobs and follow-ups | 09:40 07-Feb-20 |
+1 |
Vodafone & Himax partnerships plus CWEN & EMAN crazy talk | 08:06 23-Jan-20 |
+1 |
India rejects Vodafone & fluff news | 11:55 16-Jan-20 |
+2 |
VUZI OMIBs and other follow-ups | 11:07 14-Jan-20 |
-3 |
Vuzix and other warnings ignored so far | 12:38 10-Jan-20 |
+2 |
Himax 4Q19 projection plus CES & more Ebix | 11:45 07-Jan-20 |
?1 |
Resonant win, Ebix update & Iraq | 09:46 06-Jan-20 |
+1 |
pre-Xmas news & trading wrap | 20:40 20-Dec-19 |
?2 |
more follow-up on VUZI, CTL and the Fitbit spread | 10:19 15-Nov-19 |
-2 |
Vuzix 3Q19 results and Hololens 2 available | 02:09 08-Nov-19 |
?4 |
Vuzix schedules 3Q19 report | 20:10 29-Oct-19 |
+1 |
Ebix travel agreements and macro follow up | 11:42 08-Oct-19 |
+2 |
Vuzix M400 shipments, CUI OMIB and other news | 10:53 17-Sep-19 |
+1 |
the view from Labor to Halloween | 18:33 03-Sep-19 |
+1 |
CUI Global CEO ups position by over 12% | 17:01 20-Aug-19 |
-2 |
Vuzix 2Q19 results | 13:01 09-Aug-19 |
?4 |
FedNow payments plus AMSC, CUI and VUZI schedules | 15:29 05-Aug-19 |
-5 |
Vuzix dilution and more | 09:28 01-Jul-19 |
?3 |
Vuzix short squeeze and more macro | 09:30 20-Jun-19 |
?1 |
wrap for the week | 08:44 14-Jun-19 |
?1 |
MagnaChip and other updates | 17:37 11-Jun-19 |
+3 |
Clearway and Vuzix news | 11:26 10-Jun-19 |
?3 |
AMSC, ABB and Vuzix OMIBs | 08:41 07-Jun-19 |