I eliminate those picops which rely on focusing, non lasers, and fans. They are going nowhere in the key markets. Lengthy discussion about competiton on the YMB a while ago which included K. Guttag the former CTO of Syndiant. My take is that there will be room for multiple players in different segment of the pico projector market but the key markets, cell phones and cameras, look good for MVIS, assuming cheap DGLs in quantity.
Solid close over $2.66 and we should have a run at $3.
It's all about the DGLs, and in that regard my bet is on Soraa by year's end. If Soraa announces cheap DGLs in the tue green spectrum in massive quantities capable of servicing an AAPL then you will be looking at a PPS of double digits.
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