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   Technology StocksResearch Frontiers (REFR)


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To: Kevin Podsiadlik who wrote (25880)1/26/2019 2:22:36 PM
From: N. Dixon
3 Recommendations   of 31387
 
same product
Really? If you're referring to SPD, it is several generations away the first film/glaze developed 20 years ago.

SPD is a technology, not a product.


ND

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To: N. Dixon who wrote (25895)1/26/2019 2:49:33 PM
From: Kevin Podsiadlik
   of 31387
 
it is several generations away the first film/glaze developed 20 years ago.

Oh really? Besides the changeover from emulsion to film after the relationship with Hankuk went bust, which basically just meant adding a second layer of plastic, please describe a few of these "generational" changes SPD has undergone over the years. Because I sure as heck don't remember RFI saying anything about them. Almost as if any improvements weren't theirs to claim credit for...

SPD is a technology, not a product.

Oh that's right, I keep forgetting the marketing terminology. I swear if they came up with a way to monetize semantics I'd reverse my position on this company in an instant.

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To: Kevin Podsiadlik who wrote (25896)1/26/2019 3:43:49 PM
From: N. Dixon
   of 31387
 
Here are a few patents you can read through. And yes licensee have spent millions developing products, but they work with REFR's research department as we know Gauzy has done.

It's an industry, which is why you are seeing the many, many products developed by licensees.

Enjoy reading:

google.com

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To: wallstreetbull who wrote (25881)1/26/2019 5:04:19 PM
From: Kevin Podsiadlik
   of 31387
 
I'll accept your wager with one modification of the terms. Instead of "never come back" let us just say until the profit/loss situation reverses. So if you lost you would go away until REFR actually did turn a profit, and if I lost I would leave until they reported a loss. Since this company is supposed to be this history-making stock on the order of a Polaroid, Xerox, or Apple, I don't think you want to win this in a chintzy, technical way, do you?

Like what happened in Q3 2008, when NV Baekert literally paid REFR about $1 million to get out of their minimum royalty license agreement. Because of that one-time payment, REFR managed to eke out a profit of about $150K that quarter.

I'd like to think that if something like that happened again during our wager period, you'd consider that a hollow victory.

I'll even throw in, for the sake of goodwill, that if you accept my terms I'll unbookmark this subject until I feel like coming back.

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To: N. Dixon who wrote (25897)1/26/2019 5:37:27 PM
From: Kevin Podsiadlik
   of 31387
 
It's funny because, you think all that is to REFR's benefit. While I look at all that, and say, Hitachi is eating the hell out of REFR's lunch here.

I know you have this trite little phrase to the effect of "SPD = REFR". That might have been true for practical purposes back when you first invested in this company. But today, I'm thinking maybe not so much.

The thing about patents is, they do eventually expire. And I think we all know, even if some won't admit it, that lawsuit against E-Ink was a last-ditch hail-mary attempt to monetize the key patents which were the basis of all those licensing agreements in the 90's and 00's.

See, I think that at this point Hitachi and the other licensees technically owe REFR squat from this point forward. And the only reason they pay them the token amounts they do is because the lawsuit REFR would inevitably file would be more expensive than just letting the status quo be.

But if it ever comes to a head and Hitachi and REFR have a showdown over who truly has the rights to SPD technology? I think you just helped exhibit that Hitachi is building an immensely superior case.

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To: Kevin Podsiadlik who wrote (25896)1/26/2019 6:07:03 PM
From: wallstreetbull
   of 31387
 
Kevin,

As someone who has seen the SPD film in the 1990s, in the 2000s, in 2014 and 2018 I can tell you that it is night and day. I can tell you that the film in 1990s had haze and varios ripples so I am not sure how you can say what you have said. Did you personally look at SPD film in the 1990s and 2000s? If not how can you claim what you are claiming?

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To: Kevin Podsiadlik who wrote (25898)1/26/2019 6:11:30 PM
From: wallstreetbull
   of 31387
 
Deal! Yes if something like that occurs it would be a hollow victory. I dont care about 100k profits but the first step is making a profit and growing from there.

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To: wallstreetbull who wrote (25901)1/26/2019 6:18:53 PM
From: N. Dixon
   of 31387
 
He'll never leave. This is his job. Put him on "ignore"

ND

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To: wallstreetbull who wrote (25900)1/26/2019 8:41:48 PM
From: Kevin Podsiadlik
   of 31387
 
So again, if Hitachi has improved the technology that significantly, and has all those patents to back it up, exactly how strong is REFR's claim to it now? Particularly if many, if not all, of the patents that Hitachi licensed from REFR have subsequently expired?

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To: wallstreetbull who wrote (25901)1/26/2019 8:42:55 PM
From: Kevin Podsiadlik
   of 31387
 
Very well then. Good luck to you.

Since we were in the middle of a side conversation, if you have any followups to what I have said, I'll post them to the Lonely Hearts Club board.

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