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To: 613 who wrote (27373)6/14/2019 4:03:34 PM
From: dimtint3 Recommendations

Recommended By
JoAnnBarbour
N. Dixon
tinknocker

  Read Replies (1) | Respond to of 29191
 
<<Ferrari>> I was probably at that meeting too. There is no doubt in my mind that the price reflects the history of those kind of statements. One reason I follow it closely now is b/c I took a lot for granted then

19 is not like the s550 + the s450 + the s350l make 3 models. MB's 5 models are slc, sl, s sedan, maybach and s coupe so just 5. Same with mclaren just 4 and 2 rivians. total is 11 which leaves 9 unaccounted for. I asked Joe directly about that.

It's different imo. but you have to decide what to believe obviously.

one more point in terms of hit/gauzy. If the film cost scales with size, which it does pretty much, then the cutting waste for a 30 +24 inch sunroof with 40 inch hitachi film is like 25% more than Gauzy coating at 30 inches right off the bat all else equal. Gauzy is also making less expensive film--they don't have the sunk cost to make up. Cost matters a lot. Not to mention customer service



To: 613 who wrote (27373)6/14/2019 5:55:45 PM
From: N. Dixon  Respond to of 29191
 
Who are you trying to convince of this "downside." The market decides the future of SPD. With 19 models looking at it for products (spending their own monies to do this) we can extrapolate from that there is a lot of interest in the automotive sector. With the revealing that a model that will "dwarf" Mercedes will be produced in 2020, we know that revenues will increase. From the 3 people I've spoken or messaged with, the takeaway from the meeting was that revenues can start being significant, i.e. close to profitable, within the next 12-18 months.

ND



To: 613 who wrote (27373)6/16/2019 8:03:44 PM
From: N. Dixon  Respond to of 29191
 
So 9 more--some of which possibly won’t make it.
We were both half-right.

ND