After reading and rereading Mark’s first letter to shareholders, I’m enthused, impressed and pleased with what he intends to do. Discontinuous Innovation comes to mind. That aside, it was meant to be. It was meant to be that Mark write this letter. And to me, Mark was meant to replace Sid. It was meant to be that Sid replace Martin. It was meant to be that George advise Hakki. It is a natural and wonderful progression, quite simply.
From what I understand, he’s approaching the 3D industry with a ‘step back’ – to the 3D display industry, something he and George know something about.
He outlines the three major “waves” of the original 3D paradigm from glasses-based flat screen to glasses-free flat screen to glasses-free volumetric 3D. I think what Mark is saying, in order for CSpace to not only compete but lead the third wave, it must wait and step back to the second wave of glasses-free flat screen and be gradually introduced within a viable, known, and established company – us, 3DIcon! Mark also mentions this second wave technology is as “compelling as our own.” Apparently, we’re going to acquire assets or companies – or purchase and/or license 3D technology to accomplish this with the help of a “strategic partner” to commercialize and market CSpace wares, ultimately.
Enter Mark’s business side, which in my mind is just as impressive as his tech side. In essence, we’re going to pickup and adopt this second wave technology and commercialize it, giving us time to improve Lab Proto 2, de-risk and further validate CSpace for more rapid development of the final TSP, ultimately marketing its derivatives via wave three. Then continuously market the “minor” waves of improved-upon CSpace derivatives from there. Aren’t we lucky?
All some venture, corporate, mezzanine funding has to do is de-risk us and we become a sustainable “growth” company. And I believe Mark knows how to do this – no doubt Sid and Board think so, too!
Some people just know how to make business happen and he believes we can’t enter the third and final wave without second wave financing and revenues. And I believe him.
Boomer Sooner!
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