I believe QMC and Solterra will be in the top ten of advanced materials & technologies in electronics in multiple categories. Quantum dots can compete with some of those other materials, and QMC can make other nanocrystals and nanoparticles, and can also attach QD to those other materials to make them function better. The good thing about QMC is that it is not only a QD play or an advanced materials play, it is also an applications play, one that can use similar technologies (like specialized displays or tablets) in different vertical industries to make major change. It will diversify your investment organically.
Just like trees bud in the spring, QMC has buds growing (solar, for one,) on its branches.