A lot is being made of texture, feel, color for the casing, as though that is a sales competitive edge that a lot of people buy for. And apparently they do, especially at the high end. However for me, I could care less, just want casing and screen that will not break. If it feels like an armoured tank, all the better. I did not invest in LQMT just because of Apple type applications anyway, am not all that focused about telecommunications and other CE gadgetry, there is a world of disruptive non-CE applications that can make big money. What I do not know is where Li will take this, he is obviously interested in CE. Which once again leads me back to potential conflicts with Apple/CIP rights.
In other words, I am looking for Li's LQMT investment to result in major non-CE growth for my payoff. As said before based upon the $20 million Apple paid to lock up the CE rights which I estimated to be about 20% of the potential total revenue, in the context of the then value of CIP, it still seems like a reasonable assumption. So, with that Apple controls 20% of the potential revenue (which they do not have to share with LQMT)and LQMT (now with Li et alia,) has a clear shot at 80%, non-CE.
Having now listened to what Li has to say to us (rather than to EONTEC), devoid of Q&A at least in the LQMT conference call, I think he is mostly headed into CE. If that is the case, what is the deal with Apple????
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