The reason that NETFLIX has done well is because they own all of the essential patents for rendering video on mobile devices and the support of other network related functions. If another company wanted to do it as they have, they have negotiate an arrangement with NETFLIX. In other words, they've capped the market and with having negotiated a lot of distribution and contents use agreements early on (they had a head start). They also have pricing power. If LQMT could get to that, wow. But their technology/product doesn't have universal appeal. It's a niche market and sounds like a part has to be designed to work with it, vs. the technology being available to support any part design (limited). When the CEO dodges questions with caveats like "....if you design the part right..." it sounds like there are either yield issues or limitations in terms of what kind of parts designs mesh with it. The story gets more and more limited as time goes on.
Anyway, to all that served, I hope that Memorial Day was a day of honor.
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