This is a comment by Joe in March.
Questioner: When I saw the news, I was very excited, and then I didn’t see much follow up afterwards. And I kind of thought maybe it was just because of poor timing with the 737 issues. Are we under NDA for discussing that further the Boeing 737 that…
Joe Harary: Yes. We’re still waiting for permission to talk about the aircraft market. But I will say this, and you kind of raised an interesting thing that may be helpful to everyone on the call. People should pay attention to a couple of things. I mentioned in the past, pay attention to what you see in patent applications and patents, because it’ll tell you companies that are working with our technology that we can’t necessarily say are working with our technology, but also pay attention to what happens at trade shows. And trade shows are not only a forum for us to meet key decision makers and have meaningful conversations with them, but there’s a lot of other benefits. And at CES this year, there was a number of things that were publicly announced, but there are also some things that we’re still waiting on permission to be able to talk about publicly.
This begs the question when he is referring to "our technology" is that not REFR SPD specific? And if so are the other "SPD" film producers vying for that same customer?
I think no. I think that with the SPD-Smart technology (and I noticed how Joe used that trademarked description throughout the call) you are looking at the whole vertical infrastructure that include all of Gauzy's customers and products.
Also, I trust that the scientists in Woodbury are on the cutting edge with its iteration of SPD film.
JMHO,
ND |