Ariel: Products that don't sell aren't products: this is not linguistics class, this is a business. Okay, I'll be nice and let you call them "failed products", `bombs", or "Edsels", but not "products". Zero sales means no product (nada, zip, zero, the null set, the empty set, a rounding error). And who cares what anyone thought about them: they are history. They didn't sell.
Likewise, customers who do not buy are not customers. HP and Toshiba didn't spend a cent with AER, and of the 50-100 people who have bought AER's products I'd bet that most are other battery companies. Geez, I bought two myself.
No Sales and no earnings; glad you agree. Numbers can be so helpful.
Technology: Gillette makes razor blades. Wrigley's makes chewing gum. Intel makes CPU chips. Microsoft makes software. Hallmark makes greeting cards. To say that zinc-air is always just zinc-air, is like saying that razor blades are just stainless steel, chewing gum is tree sap, CPUs are just silicon, software is just zeros and ones, and greeting cards are just paper and ink!
Think about it: AER's battery will last 8.3 hours, weigh 27 ounces, costs $400, and will be 1/2 the size of the notebook; MATSI's battery will last 20 hours, weigh 18 ounces, cost $10, and fit inside the notebook. So you are saying that something that costs 40 times as much, weighs 50% more, is 4 times the size, and lasts less than 1/2 as long is "the same"? Try telling that to Schick, Topps, AMD, Adobe, or Gibson. If you even know their names.....
Comdex: It will be a PR dreamland. Isn't it for everyone? The stock, as I have said before, could hit $24. But face it, lithium-ion has stopped AER dead in their tracks, and with lithium polymer on the horizon, they are doomed. It's not a grudge, it's reality. Try Ultralife (ULBI), at least they have something going for them. |
