Bob, now that I've presented the sober view on how long it might take for a licensee to 'get up to speed,' there are some potential shortcuts as you pointed out.
If another licensee already had, say, an Arcotronics assembly machine, and had had experience running it (but failed because of poor QC on laminates going in, and some of the processing after assembly), then they might just need some of the extraction, packaging, conditioning, and degas/reseal equipment. These items do not require the long lead times, as Lev noted on last fall's CC.
Beyond this, there is the issue of Quality Control. Valence has indicated that this is a critical element in their production process. How long would it take the licensee to develop the skill, or would they sub to Valence to help evaluate their product, etc.?
The question becomes, what would be the nature of the relationship between Valence and this proposed licensee? Who would have final authority on QC? etc.
Good questions, all.
Regards!
Rich
PS One might do well to think about how long it has taken Hanil to get up to speed. |
