Virtual Reality Opportunities in Microcaps

[tedpeele]

Hi Steve,

I thought maybe there would be some hoopla over the Playstation release, but I haven't seen any. But, it could end up being a pretty good Christmas item since the price is affordable for more people. That may help charge up interest.

I paired down all of my holdings in that area. VUZI looks to be one of the best but I don't even own it yet - it's more AR too.

At present I only own some GTMM which said they are into VR, but didn't specify more when I emailed months ago. It could be a killer on the haptics side, but who knows?

Re IMSC, what a depressing situation. It seems undervalued but there is so much despair and lack of trust - understandably - that it may not go up until it is a given. Hope for a bidding war and if we come out ok without that then hope for Zapata excitement at some point. I think the Zapata tech is being greatly unappreciated - who else is flying around like that?