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

To: N. Dixon who wrote (1102)	10/13/1998 11:10:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 50166

ND, but I have been to that site (and did not appreciate their asking for my "cookies", VBG) and found it a "sorry sight". They talk about the FPD market being a $15 billion market, implying that they are "low cost" players. Only a very small segment of this market is truly addressable by this technology, it is what we call the "low information content" display, not even reaching a billion dollar in size. If Lawrence's figure of $100,000 per gallon (or was it a barrel?) is right, then they are not even "low cost". Liquid crystal are indeed expensive costing between $100 to $1000 per gallon depending on the composition and type), but the cost of the LC in a full color AMLCD is very small relative to other costs such as the ITO coated glasses, the array of filtering dies, and in the case of AMLCD, the driving matrix. They talk about 100 MM automotive sun visors manufactured every year, implying that this as well is a "big" target market, first the yearly capacity worldwide is 80 MM cars and that is believed to be some 30% or higher overcapacity. Of course, I can see a "Deux Cheveaux" or a Fiat with an expensive sun visor. The site is one of the reasons I have very little faith in this company's success, it is a "hype", at best, and I'd rather not voice an "at worst" opinion. The fact is that it is taking them the better part of a year to produce few gallons of the stuff, they have shown no data about the long term stability of the suspension, and as far as I can see they are just at the first layer of the "onion peeling" process. Zeev