Research Frontiers (REFR) Message Board

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Technology Stocks : Research Frontiers (REFR)

REFR 1.820

+5.2%

Nov 12 3:58 PM EST

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To: 613 who wrote (2910)	7/26/2002 11:10:52 AM
From: N. Dixon	Read Replies (1) of 50136

SPD and wine coolers. Now does REFR get a % of the whole cooler price? Yes. I guess this will account for a 100 sq ft / month of production. Now what about the other 19,900 sq ft? I think you are missing the important thing about what is occurring. 20K sq. ft is just the beginning. They are set up for 4 million sq. ft and with double shift can do 8 million and already have in place expansion facility to do 10 million square feet. Demand is not an issue. We just had an announcement that MOST of the world's largest auto manufacturers are working with our licensees on SEVERAL SPD products. Do you have ANY idea how HUGE that market is? Also don't forget aircraft and commercial glass etc. These markets are mega markets. Our licensees right now are more worried about infrastructure and getting supply of film than how much THV is charging for a window. THV knows their markets and they know what they are doing. Larry Ellison paid $28,000 for an LC front door that opens to his zen garden walkway. Also we now have Isoclima coming on as a film producer in Europe and Hitachi and Dainippon have been working with other film suppliers on getting emulsion supply (Isoclima will do their own). Don't be put off by THV 80% mark up. Each order is different. They are working with me on some windows that are outside the minimum size they sell. The cost isn't just one set price. Also this IS the best market for these windows. Plasma TVs aren't being sold at Kmart. This is a new "toy" for many. I think the retrofit SPD that will go into Home Depots and Lowes will target a different consumer. Focus on the fact that we're the provider of a tech that is put into film and all SORTS of products in all SORTS of price ranges will be coming out. And the beautiful part is that our agreements gives us 5-10% of the NET SALE price. It's going to be phenomenal!!! NO, change that. It's going to be UNBELIEVABLY phenomenal!!! I can't believe I can buy at these prices!! ND

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