Mar. 20 at 2:25 PM
$VUZI I wouldn’t make any investment decisions based on this, but “reading between the lines” on the last ER call, there seemed to be a change in the “tone”, or maybe a continued shift, compared to past calls. Mentioned Collins and Amazon only once before Q&A, like they were just another one of their contracts. Barely mentioned Collins was currently in production, although that will generate significant revenue this year. Everything else was waveguides and engineering and the expertise behind it…PT really focused on this throughout the call.
Some of this may be to dispel concerns about competing against the subsidized “non-union” IP-copying chinese waveguide factories. But maybe even more so for the high-level high-volume partnerships they bring…being one of the leading experts right now is a huge advantage in these wins.
The market outlook is "enormous", and Vuzix will have a nice slice of it. It's no longer tomorrow...tomorrow has finally arrived. Very exciting times ahead.
