OOMPH! Jeeze...you got me * wheels and collapses from a devastating blow*
I thought talking about the industry, the companies involved, and the paths to commercialization they are taking was an interesting topic with regard to how QMC will proceed in the future.
I don't own any Nanoco; i'd have to look up how to even buy on that exchange. I can see however why someone new to the QD world would choose to invest there though over QMC as they are further along in the commercialization of their product (despite it being inferior to QMC's, more expensive to produce, blah, blah, blah).
As most on this board, i feel that the first big inroad to big revenues (yes, i know solar and lighting will yield bigger revenues) is the display industry. Someone pointed out the timeline between nanosys' collaboration with Hitatchi and production of a TV being a year. That's good info for us as it might give we QMC investors an idea of what to expect should QMC announce a partnership with a named company to produce film.
Seeing that Dow is at relatively the same point in the display game as QMC should be positive news for QMC holders. Knowing that their product, which is the same that has been picked up by a film producer via Nanoco, is still being reviewed by the industry says to me that QMC does have a really competitive product, otherwise why wouldn't manufacturers just go with the big known entity and get it over with? Sure, SAABs from the late 1980's go for 200k without breaking a sweat, brought the turbocharged gasoline engine out of the grave that GM and Chrysler dug for it, were some of the safest, and most fun cars to drive, but back then why would consumers go with an all but unknown manufacturer? Those that did, ended up with a fierce loyalty that was well earned by superior products. Samsung is the QD TV company right now; they make their own dots. All the other companies have to be shrewd in who they choose, do they go with the GM/Ford/Chrysler of chemicals, or do they go with the much lesser known SAAB-esque company with a better product and price point (although i hope QMC doesn't give their product away like SAAB essentially did which lead to their demise despite GM cost cutting measures...).
Yeah, i've referenced articles that are not today's news, doesn't make them any less true does it? I'm not looking to promote other companies with hot new news revelations in their favor, just discuss the industry, its workings, and how it will relate to our investments.
Thank you for the Nanosys link, that's good industry information.
*Get's up, brushes the dust off, and walks up to the QMC bar hoping they have some fresh squeezed lemonade in the 10k rather than the bug-juice so many seem to be satisfied with.
