SunWorks Inc (SUNWQ)

[buckylaw06]

Chris111, I never really bought into the idea that SLTD was waiting for the Panasonic patent to expire. If that were the case, why would SLTD have bothered to file its own patent applications in the first case, and then follow through on the process from international to the 4 national phase applications? SLTD has pending patent applications in Singapore, China, India, and U.S. (I have viewed the publication documents at each country's website, although a couple of the sites are flaky and do not always function.) If you compare the SLTD design to the Panasonic design, you see they both involve columnar structures. However, they are designed and constructed in a substantially different manner. Panasonic's are built up and are oriented randomly, whereas SLTD's are uniformly cut.

It seems reasonable to believe SLTD is being held up waiting for their own patent. Even if SLTD found a manufacturer at this point that was willing to take a chance on SLTD's cell, how would the negotiations transpire? Assuming the cell is worth more with a patent than without, SLTD and the manufacturer would somehow need to structure a deal that accounts for that possibility/risk.

Bucky do you feel that JN is going to wait for that expiration or go right ahead with a position that it's different enough from Panasonic's?