Jaymark ----QS is not selling a new model
of an existing product - it is selling just about the single
biggest kind of product outside of military procurement..
how can there be a predetermined number of corners ? it sounds like they are still dealing with the full capacities and talents of a new technology and one that can be bespoke and variously applied...and who really expected the unit of sale to become an entire network of AOT, remotely controlled and proven...and the time-scale that must go with that ??
no clients ? I cannot believe that a whole mass and progression of events could have taken place without a real interest in the commercial possibilities of the work and statistics...no one has worked with STWA / Temple / QS just to test the theories in order to eliminate them...nothing has been done on spec - always, 'at worst', on the laboratory findings but which have always been borne out in Wyoming and in the field
the meetings and letters etc etc and the ongoing collaborations are all about self-interest and to complain about the lack of the first contract is to complain about the timing of the first committal of an entire industry to an entirely new way of doings things..who is going to take any risks there ?
there is a similar pattern re our expectations being dashed but that says more about our level of knowledge and naivety (and poverty ?!) than about the alleged falseness of any 'hype' ...and when in fact the few 'concrete' facts glimpsed are enormously promising and very different in their nature ...
I believe that the technology has always worked very well and in a way that has created real potential and real confidence - thus these wretched Updates etc are out on their own and way ahead of the actual state of negotiations on the ground..
I guess the new idea of speeding the sales cycle - via a kind of bespoke laboratory to be moved from customer to customer - is another of those elements that was an inevitable part of the AOT's progress....as well as being another sign of QS confidence - not hype ..that will one day be seen as routine
but if Kinder Morgan comes good, that will create the link or bridge and bring the future within the Updates into the current negotiations ..and reduce the weight of ****** NDA's.
The Mergers etc failure was annoying ..but I think the principle was important..ie in establishing the reality of the commercial strength which has been implicit in AOT's progress..and I understand that a M & A policy is still alive
and maybe it has even kept unwanted predators at
a respectful distance..
IN short, if every corner has been part of a valid history of progress, we have to be very very close to the finishing line
and one client is all it needs..
AI
