Tuesday, December 19, 2017 11:29:02 AM
I believe what you say to be true. It looks as if we cannot license in the area of CE in perpetuity, as that is owned by Apple. I think that changes the calculus to favor Apple more, but Li knew this when buying his shares. It isn't a new development.
I still think we are at the crossroads. I also think that there are some Eontec shareholders that followed Li to LQMT with a significant investment.
Li had a plan. I'm trying to figure out where that plan has gone right, and where it may have gone wrong. Failing to get sufficient power for a sintering oven for MIM is not likely something that is keeping him up at night, as I doubt it holds the key to world BMG domination.
We will see about February. I don't expect some big unveiling. I do expect to begin seeing evidence in the financials that is hard to hide.
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