| | | <<<My fantasy is that Howard Lutnich and Cantor Fitzgerald now see the error of their ways and use whatever value they can yet squeeze out of View's corpse to take a stake in RFI .>>>
Just that some of the things that were close, but not quite there—that could get us into the aspirational halo cars but not the Corvettes—and then went back for improvement, get us there. Dark SPD, prefab lam stack, wider film, much more awareness, etc. Such that Gentex takes a license and we start to see product dominance in certain high-end categories.
I don’t mean to get too far ahead of reality, as this may only be another demo, but Gauzy has laid out the two improvements and mentioned evaluations for more models and cruise ships, and SPD Black coming “tomorrow.” If they can start winning for SPD, then it can break our way fast, IMO. |
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