nowak- you have pointed to a very interesting intersection of marketing and science. Dr.McGann is a world class expert in the science of trace detection. Dr. Jones is a world known marketing director of successful security products.
Tsa is a customer, a source of intelligence and a standards setter for cargo etd purchasing and purchasing for their own system of operations.
I am sure Dr. McGann speaks with tsa about the latest substances and materials being used by the terrorists as finding those things are his domain. In terms of use in the field of an etd unit and what buyer needs are in a competitive situation, well that's Dr. Jones domain. My point, together, they make a very potent team. Sure, I get your point that sales have not confirmed their potency as any kind of team. But to some extent, they are also competing with their own past positions at Morpho as they had active roles there in their respective fields.
And to your point that Smiths and Morpho are not going away and likely to create responses to anything IMSC has created- YES, ABSOLUTELY. But, Smiths ionscan600 has to go through the same process of certification that IMSC went through. Not sure how they can leapfrog that process but if you know how they can do that, by all means share that information. The only thing that may give them a one month advantage is they won't run into a gov. shutdown and re-start. But lets say they do move through faster, my guess as to their best case- maybe 12-14 months from submission of quality data package of their unit. Worst case would 14-18 months.
Last thought, I am in the same boat as all investors, I have alot of money invested into IMSC and I want to look at every angle. So anyone that has a constructive insight based on logic or fact, please share that.
Best of Luck to ALL IMSC LONGS!
