Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Research Frontiers (REFR) -- Ignore unavailable to you. Want to Upgrade?

To: Kevin Podsiadlik who wrote (1844)	8/22/2001 12:22:24 PM
From: N. Dixon	Read Replies (1) \| Respond to of 50166

So even you admit that, by quoting the (up to) $780 figure Asensio was giving REFR the benefit of every possible doubt with respect to the monetary value of this installation to REFR. I attended the Aircraft Interior show in Long Beach. The price for aircraft windows with SPD range from $400 to $1500 so REFR royalties would be in that range. As for giving REFR the benefit of every possible doubt, that's laughable! BTW, if those airplane windows are at all typical for windows of that type, they can't be terribly large. Maybe two square feet? So if REFR's royalty cut alone is $55 per square foot, that would rather make it difficult for the selling price of said windows to be the approximate $40 per square foot Hankuk was quoting in that Business Week article, would it not? You're joking aren't you? Are you not aware that some aircraft windows cost as much $5000 per window? Would you expect that to be the cost of a window in your home? Perhaps Hankuk's quote was omitting the royalty payments. Add those in and you come very close to the $100/square foot that Asensio quoted from Lawrence Labs in his first report. InspecTech NOT Hanglas pays the commission on the NET SALES price. SPD film will be selling under $20 per sq. foot. Aircraft windows and home windows are two different items with different prices. But you have hit on the brilliance of the REFR business model. They negotiated their royalties on NET SALES so whereas the film is under $20 per square ft. OUR royalties come from the SPD end-product. The quote from LBL was inaccurate. I am aware that the Pilkington eControl window (an EC window) was to sell for $100 per sq. ft. It has not proven to be very marketable and is 5 times the estimated cost of the Hanglas SPD window. I'm surprised that LBL was used as a source for the price of SPD when they have never worked with SPD nor their licensees therefore would only be guessing. Why not call the actual manufacturer of SPD for the cost? That would seem logical wouldn't it? It turns out that Hanglas has now indicated that SPD film will sell for under $20 sq. ft. So see, everyone's right! No. Everyone is not right. ND