Its wide open for QMC...they havent sold out Luke Nabici to Dow or Nanosys to Samsung or QDV to VCs.
Steve is in a unique position to negotiate a contract with any of the manufacturers... Timelines between CES and product coming to market will be 6-9 months away minimum giving QMC plenty of time to cement supply deals...What other company can offer 2 metric tonnes of high quality qd at the moment... I like the cards we hold