Posted On: 03/12/2016 12:46:00 PM
Post# of 22443
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Gotta say it's very refreshing discussing qmc and qd tech with people who you actually know that aren't hiding behind a pseudo name.No agendas here that's for sure and welcome honest debate good or bad based on facts.Had an opportunity to call Clay Chase at Torrey Hill if he went to the QD forum as it was in his backyard so to say and he reported that he went to see Nathan Stott speak and take in the competitors there at the same time.He said after a glowing introduction by Seth Co Sullivan ( ex collaborators at bawandi labs ) Nathan took the floor and had a very positive speach on solar from the companies perspective.It appears that QMC is not being laughed about anymore ( Ken Werner article about last years conference) as Art and Toshi were very much in demmand for their time by attending companies.Nathan ability to speak fluent Korean caught a few asian participants off guard as well which is anot her plus of having a scientist of his ilk on board.Not much presence at all from Nanoco or Dow ...Nanosys was there at the forefront along with QDV.From all accords the market for qds is in its infancy with 2016 being the real deal for it to start picking up speed on all fronts.Hopefully we hear more details in Clays next report ...I'm sure he was holding back some which is fine by me.I am weighing my outlook on QMC as positive based on the development to date and the fact they haven't missed the market at all.I was told at CES by many OEM reps that a fall product would require material decisions to be made by no later than late Spring to early Summer in order to be ready for a new product launch.Looking at QMCs business plan they published this could be easily accomplished.Next up Roth Capital show...having the opportunity to meet Steve a couple of times I have know doubt he will do well in promoting QMC at the show..he has that "it" thing when it comes to drawing your attention.Clay will be there as well and he is another guy who is as solid as it gets when it comes to character. ..had a great sit down with him in Vegas to find out more about him and his family.Back to the beginning ...trust is important in business and again it's important knowing who your dealing with...having had the opportunity over the years to meet and talk with a number of QMC'S people I have a great deal of confidence they will get QMC to its goal of being a major supplier of qd and nanoparticles to the markets going forwards.Thanks everyone who is participating here to keep information flowing on QMC and the market for qds in general...have a great weekend.
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