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seuss333

07/28/08 8:39 AM

#100 RE: HJS #99

I have not read the report... do you have a link to it?

I don't doubt the potential at all... I'm just waiting to see what the terms of the licensing agreement will be and what the reasonable revenue projections will be. These will be high end bulbs, I assume. While they may be much cheaper and simpler than other "dimmable" ones, I don't have any feel for how they will compare on a cost basis to the inferior standard bulbs. If they are more expensive, then all the Wal-Mart shoppers will keep buying the cheapest bulb on the shelf. If they are comparable after PSPM gets their cut, then they will dominate. The final market price in comparison to traditional CFLs will directly determine their market share. I'd love to know what that projection is...