RE:RE:RE:Teardown
1. Oculus sales for 2016 are expected to be between 350,000 to 400,000 units by various technical publoications. S7 is believed to receive $4 to $5 per Oculus cable with one cable for headset.
2. S7 is believed to be in the HTC Vive and not in the PSVR. They may possibly be in some of the next generation Sony units coming in the next week or two.
3. There is very little reliable information on what S7 is doing at the moment with the exception of the information released by the company in support of the latest financing. We are all lookin forward to getting some insight into where the company is going when Q3 results are released in the next two weeks. CIX Public Investor Day on November 18 in Toronto may shed more light on what S7 is up to may reveal someething.
4. There is growing competition in S7's arena and new VR/AR products coming from new and existing suppliers.
5. Be wary. Nobody on the Board knows anyting about what's coming - it's all speculation.