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

To: Edscharp who wrote (5205)	4/8/2004 11:01:05 AM
From: Area51	Read Replies (1) \| Respond to of 50536

Hi Ed, Indeed REFR could probably do very well (or at least make $1 per share) with $60 per square foot film and 0.01% of the flat glass market (if the glass market numbers at smartglass.com are good numbers?). However it is comforting if a company articulates a consistent strategy regarding market share and product pricing. Maybe its just me, but I'd be willing to pay up for glass that stops bullets if I have that concern, relative to glass that stops sun rays. For stopping sun rays, mini-blinds will do a serviceable if perhaps somewhat unaesthetic job at the $3 per square foot range. I did research the circumstances of Saxe's 2002 sells. He claimed that they were do to margin calls and didn't reflect poorly on his outlook for the company. refr-spd.com A lot of interesting stiff in the above release. I do note that they target $1 - $1.50 per square foot royalty on the low end. If the 15% royalty is their plan, that would indicate that possibly they had a target price for smart glass in the $10 per square foot range in 2002? Thanks, Area51