Last Friday, in a thread about a communication someone else had with IR, I opined:
"My guess is Dave Allen doesn't know any more than you do about who the Tier One is. He's not even co-located with management. He's not going to hear any water cooler talk, see who visits, etc. He can't leak what they don't tell him."
Then, early Saturday morning, I packed for a multi-day pleasure trip with the missus and headed out the door with my iPad, but without my usual access to email (tho, even so, I don't always check email on the weekend unless I have reason to believe there is important incoming in advance --just in this case Monday also got included in the not checking because of the trip), and quite frankly no desire to try to deal with email anyway until my return.
This morning I checked my email for the first time since Friday, and found the below from Dave Allen with subject line "Recent Reddit Post". Two emails, actually, about half hour apart, so the top one is the second one. All I have removed is the confidentiality notice as it just takes up space in this context given he explicitly waived any privilege (quite aside from the usual rules governing IR disclosures having to be equally provided to all shareholders):
From: Dave Allen
Sent: Saturday, September 14, 2019 8:52 AM
To: Geo Rule
Subject: Re: Recent Reddit post
Geo,
BTW, you are free to post my note below.
David H. Allen
Managing Director
Darrow Associates, Inc.
Silicon Valley Office
408.427.4463
dallen@darrowir.com
On Sep 14, 2019, at 8:26 AM, Dave Allen dallen@darrowir.com wrote:
Geo,
While I am not based in Redmond as you noted, I am disappointed that you suggested I am unaware of things at MVIS as you recently posted on Reddit. I speak openly with MVIS senior management each week and am quite aware of the items of interest to investors, including the names of tech companies referenced on conference calls and the status of those interactions. Your comment suggesting otherwise is a disservice to MVIS and to your fellow investors.
David H. Allen
Managing Director
Darrow Associates, Inc.
Silicon Valley Office
408.427.4463
dallen@darrowir.com