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Re: spencyg post# 73242

Monday, 01/18/2010 9:02:05 AM

Monday, January 18, 2010 9:02:05 AM

Post# of 375420
The bottom line here is that we don't know for sure how the engineeering will play out for this concept. I'm sure all this has been considered and the same questions asked behind closed doors in the JV discussions/negotiations. Dean is not dumb. If he and his team didn't feel these issues could be overcome, they wouldn't invest. I find it hard to believe that they came in, said something to the effect of "neato", and then coughed up $5M to develop the idea. Makes no sense.

Spencyg.....your concerns are relevant, but I think they're shared by the folks that invested in the technology, and the answers they got from Tigerfish and EDAG satisfied their concerns.

Let's see how it plays out over time.......all this conjecture re: weight trade offs, feasibility are simply that without knowing what concerns have already been discussed in the process of investing.......its premature and assumes the worst, that QASP said "neato" and bought it. They're smarter than that IMO.