QDRX Message Board - Msg: 2553337

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To: Jim Mills who wrote (2996)	10/26/1997 3:23:00 PM
From: J. Davies	Read Replies (1) of 3977

Jim - there is very little out there in thermoplastic composites that you can invest in. Du Pont has closed down its advanced composites effort - and they had a very interesting product with non-continuous fiber - but ideas like that are always killed by large companies - it is only the small companies that get ideas going. Same thing is happening with some of the other thermoplastic products - they have all been absorbed by Cytec (CYT) and I don't think we will see them go far. Hexcel (HXL) has absorbed lots of the composites companies - but they seem to be sticking to thermoset composites. Another great product that is going nowhere in the hands of a large corporation is the Twintex made by Vetrotex/St Gobain Industries. If it was a small company invention, you would have already seen a segment on CNN. It would be about making composite cars with recycled pop bottles and sand. The only success story out there seems to be Performance Materials Corp. They make the checkerboard pieces you see in some running shoes. They started out (As Biomechanical Materials) to make a material for orthoses - arch supports - that was strong enough but could be molded by orthotic technicians. They coat fabrics with plexiglass to make their material. It is nowhere as strong as QDRX's materials but it can be formed easily at low temperatures. Their breakthrough came when the sneaker manufacturers wanted to lighten their shoes but still keep them strong/stiff enough for serious runners. They now form lots of little pieces of their composites and ship it east to be incorporated in Nike, Reebok and other shoes. They have made a profit every year for three years but they are still owned by venture capitalists. They must be thinking about an IPO - which would be a good opportunity for us investors. I will try to find out. If anyone wants news about them - send me an e-mail. I will also try to find their sales figures - for comparison with QDRX of course. I was disappointed when you said that Mike Dorf and Dave Evans were going into injection molding. If you are in touch with them, maybe you can find out if they have left composites behind? Another small company, without QDRX's baggage, might make a success of thermoplastic composites. My apologies to Jeffrey Rainey for pontificating about the composites world. Enjoy the afterglow, Jeff!! JD

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