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   Technology StocksResearch Frontiers (REFR)


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To: firstresponder who wrote (28915)11/10/2019 11:20:10 AM
From: JubilationT
   of 31449
 
Here you have posted some interesting info, if true, can serve to prove my point to Tin in reply to his post. You must have done some study on this. So thanks for fintel.io for actual volume.

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To: JubilationT who wrote (28917)11/10/2019 12:39:15 PM
From: JoAnnBarbour
   of 31449
 
FR is absolutely right. I watch Level 2 every day and see all these "double" trades go off. When I buy 1000 shares, it will often be filled in lots of 100 or 200 until it totals 1000. Then I'll see a trade for 1000 shares at a price that's a tenth of a cent different. These "double" trades happen all day long. Sometime, I'll take a screenshot and post it here to show what he's talking about.

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To: JoAnnBarbour who wrote (28904)11/11/2019 9:46:56 AM
From: 613
1 Recommendation   of 31449
 
Do you always talk before listening what the other person has to say?

I'm almost disappointed that there were no reasonable objections to my take of the CC.

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From: dimtint11/11/2019 10:24:02 AM
1 Recommendation   of 31449
 
<< During the three-month period ended September 30, 2019, two licensees accounted for 10% or more of fee income of the Company; these licensees accounted for approximately 53% and 15% of fee income recognized during such period>>

m2compliance.com

AGC must have the Mclaren's...?I guess the 'prototyping' for the 570gt was done by ISO, then serial was handed off to AGC.... NSG has the Panasonics, but their Pilkington is not keeping up on Autos.

I wonder if trains will still dwarf planes in the next few years.

Joe said MB and Mclaren were up. Mclaren is no surprise based on the GT launch, MB is a little surprising, although 3q is strongly usually than 2q.

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To: dimtint who wrote (28920)11/11/2019 10:40:04 AM
From: JubilationT
   of 31449
 
What did you think about the comment that Joe made about the Auto companies wanting not to disclose as much information going forward?

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To: JubilationT who wrote (28921)11/11/2019 10:55:36 AM
From: dimtint
   of 31449
 
<<<What did you think about the comment that Joe made about the Auto companies wanting not to disclose as much information going forward?>>>

Makes perfect sense to me. They all compete with each other. They all want to control their messaging. SPD should be a commodity tech like so many components.

Who makes the material in your vehicles fender... How about the belts that drive your accessories....Who makes the fabric in your headliner?

OEMs want control. They don;t want any loose lips about launch dates or tech etc.

What do you think?

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To: dimtint who wrote (28922)11/11/2019 11:22:23 AM
From: dimtint
   of 31449
 
The problem until now is not that Joe has said too much. It's that too much was said, with too little to show for it.

I don't care so much if the upcoming models are announced before they come, during the reveal or after. I do care very much that they use SPD.

There are lots of pumpers/ bashers and liars and morons who want to spin everything about this tech and I think Joe has done a decent job on the cc's setting expectation for product roll out since Bob died.

I feel like there is enough visibility in the press that confirms increased adoption of SPD for me, without having Joe list the models. Was I well served being told for a year about 'a model on accelerated development using SPD" that never came ever? Or am I better served by Mclaren actually using it with all the confirming press before and after?

Just me. But I have a solid drop dead date at this point.

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From: firstresponder11/11/2019 11:49:49 AM
4 Recommendations   of 31449
 
FWIW, snippets from Glassdoor reviews by View Inc employees (all personal opinions, of course) :

Former Milpitas engineer, 7/19:

Cons Some incredibly unprofessional conduct from senior management. Having the field staff witness their regional sales team get reamed over the course of the day was very eye opening. I found the entire "meeting" to be very unprofessional, and downgraded my opinion of the management present accordingly. They're good people, but judging from the word around the campfire, no regional salesgroup was performing, which suggests a more fundamental issue that isn't with the salespeople, but with management.

Former Milpitas sales exec, from 9/2018. (Churn refers to poor customer retention, but that could just be the nature of the product.)

Cons: Churn (poor customer retention) and repeat sales. They need to show their investors that the product market fit is viable... However the price of the product is higher than the status quo glass, for negligible benefits (not really that much AC savings, employees complain when when windows are in very dark mode.).
... At one point because they were desperate for sales, the execs told the sales team to drive around and "attack" all the buildings that had started construction. ... Definitly this approach doesn't buy you friends in an industry that is all about friend to friend deals.
. People walk on egg shells... But very few believe in the viability of the company long term.
Advice to Management: Focus more on Asian markets. That is where the vast majority of inbound requests come from.

Engineer, Milpitas, 10/18:

Product concept is cool, but is unlikely to be successful in the long run.
The environment is very hostile... Constant bickering and finger pointing prevents product fixes and improvements and decreases the ability to achieve success.

Former employee, occupation and location unknown, 8/18 (an MOU is a non-binding Memorandum of Understanding between a seller and buyer.):

Board of Directors should be concerned. Look at actual sales metrics Vs. MOU's. Measuring on a non-binding "promise/price fix" is not a good measurement for true success and definitely has been manipulated internally.
My takeaway? If even some of the above is accurate, RFI and Gauzy have a real shot at snagging some of those inbound Asian requests.

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To: dimtint who wrote (28923)11/11/2019 12:50:22 PM
From: slipperywhenwet
   of 31449
 
""The problem until now is not that Joe has said too much. It's that too much was said, with too little to show for it.""



Sorry to intrude in your conversation. Agree with that above statement (as in reference to Pavlov's law) if I'm allowed to say so. Joe has twice announced film sales in the two most recent cc's; 2nd quarter 2019 was 36% greater than 2nd quarter 2018 and now after 3 quarters of 2019, sales have surpassed all of 2018. As an investor that is the number 1 concern along with expenses to achieve growing sales. Now I do wish he would stay consistent and have given us a 3rd quarter comparison to 2018 3rd quarter. But I take what I can get.



I do see by the trade action of 11/8 and today that more were interested in anticipated positive earnings than anything else, and I can understand that reasoning as well. Also, I do appreciate the truth about how the Tel Aviv plant was operating without spd film production but only emulsion production. That may have disappointed some as well thinking we had this additional site of production.












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To: slipperywhenwet who wrote (28925)11/11/2019 1:05:31 PM
From: dimtint
   of 31449
 
<<<2nd quarter 2019 was 36% greater than 2nd quarter 2018 and now after 3 quarters of 2019, sales have surpassed all of 2018. As an investor that is the number 1 concern along with expenses to achieve growing sales. Now I do wish he would stay consistent and have given us a 3rd quarter comparison to 2018 3rd quarter. But I take what I can get.>>>

You can answer this from the 10q's if you like. 606 makes some comps tough, maybe kind of impossible, but 2018 has 606 reporting too.

Given how small the numbers have been, it's (not?) too much of a shell game all the nonsense about exchange rates or non cash charges etc.

Fee income has been low for the simple reason there haven't been much sales. AGC was like 50% of $440k (from memory I don't know thew number offhand) so call it $220k @200/car= 1100 cars in all of 3q from AGC. That's S class + all the Mclarens.

Very stinky.

So if you decide the w223 is going to be 5000 car/s quarter and Rivian ditto etc etc, and that 200 goes to 100 then the whack a mole figure out exchange or production shut down for retooling is just noise.

We'll never get apples to apples to apple in the barrel on the cc. Joe is about the greatest and best picture and not about the nitty gritty on the calls. In person, he's impressive with the nitty gritty. Seth is also good to talk with if you want that granularity.
.

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