MVIS Talk From Around the Web

I got this in an email today:

Investing in the Blue Revolution
By David Lashmet

April 19, 2006

I had help on this BLAST from a former senior manager at GE. But he didn’t retire. He left to take over a small high tech company, and he brought most of his key staff with him. He’s not just ANY executive, either. He turned around a money-losing division of GE, and left it a market leader with $2 billion in sales in just three years.

When I met him during his first month at the new job, what struck me was his quiet brilliance and his drive. For example, he came on as president six months ago, but today he’s CEO – and he’s already making changes. He turned a research-rich business into a product-driven company. And he’s aiming its unique product line at three gigantic markets: cars, cell phones, and surgery.

Along the way, this company will also revolutionize virtual reality – which changes everything from video gaming to learning how to drive, or to fly. Mostly, it makes simulators vastly cheaper since these devices are built with LED lights, and moving mirrors.

There’s more to it than this – starting with lots of computation. But this little company gets to piggyback on all the giant computer chip makers, like Intel (Nasdaq: INTC) and Advanced Micro Devices (NYSE: AMD). Intel and AMD lower the cost of computing by 60% every year. So number crunching that took a $50 million supercomputer ten years ago can now be done on your $500 laptop.

The other big breakthrough was in light sources. Ten years ago, a Japanese scientist working entirely on his own invented the blue laser diode. The following year, he made the first blue LED. Sounds like trivia, I know. But it takes ten years to get a revolutionary new technology to the market.

I didn’t believe this when I first heard it. But two top experts – with 60 years of experience between them – gave me case after case of proof. Here’s what they said: “Software can be invented in your basement. But a brand new device? In mass production? That takes a decade, at least.”

For the coming blue revolution, you just have to think of the Blu-ray DVD players. The first ones hit the showrooms over Christmas, and they remain very high-end gadgets at $1,000 and up. But Blu-ray offers twice the content of red laser DVD players. So, you can make a much bigger, clearer picture. You can make video games run faster. And yes, that means you can build a better simulator.

Yet it’s not blue lasers that interest me – it’s blue LEDs. They’re little, cheap, and don’t require much power, so they’re perfect for portable devices. And they have perfect color: mixing red and green and blue LEDs makes a rainbow, and every color in between.

Put this all together and you get a savvy management team, a small cap firm, and world-changing technology. I think this combination is going to be enormously profitable, very soon.

Good investing,

Dave Lashmet

Visit www.stansberryresearch.com

This was posted to the MVIS Yahoo message board by 'to a higher plane':

Company #1 - Brighter Prospects than Any High-Tech Company on the Planet

Without a doubt, this is a multi-billion dollar technology firm in the making... and yet its market cap is less than $90 million. One analyst has said that 'this company has a better pipeline than Hewlett-Packard.' Others have compared this firm to a young Microsoft or an up-and-coming Intel.

And today, you can buy the company for just $3 a share.

Leading the way is a CEO who took a lagging division of GE and turned it into a market leader with over a billion dollars in sales. And you can expect he will do the same for this company. He sure has a lot to work with... the company has more than 100 patents that cover several billion dollar applications.

Their signature device has taken more than 500 person-years to perfect, and during that time it has shrunk from the size of an office desk to the size of a pencil eraser. At the same time the cost has fallen from the price of a Ferrari to less than a dollar.

The company is already working to develop:

The very best surgical endoscope cameras in the world... at a price that they could be made disposable.
A device that could make plasma screens obsolete... imagine turning any wall in your house into a super high definition television.
Lightweight, affordable, 3-D glasses for the ultimate video gaming experience... Nintendo, Sony and Microsoft are already licking their chops.
Pinpoint accurate displays on virtually any surface... allowing soldiers to view maps on the inside of their glasses... and drivers to read driving directions on the lower part of the windshield.

Without a doubt, this is the best opportunity I know of to make 2000% to 3000% in technology. But don't delay because this stock is heading up in a hurry! Did I mention that Bill Gates has publicly professed his love for this technology?