If you'll pardon the intrusion for a moment gentlemen, I suspect there may be a degree of misunderstanding afoot here. Prior to airmans' 1st post, there had been quite a bit of dialogue on both boards speculating a new supply-line tie between AUO & QMC. Personally, I read airmans' post as a simple observation that likely resulted from a simple Google search, with no particular ill-intent implied. Giving airman the benefit of a doubt, I suspect his "bad news" characterization of that finding (for lack of a better description) was merely to point out that Nanosys had (or still may have) a history with AUOs' QD aspirations, as opposed to QMC. That may have changed since then & QMC could conceivably be their new supplier, who knows, not me...Dr.J had some interactions with AUO while at ASU as I recall. But given the dialogue at the time, the prior Nanosys/AUO link did seem worth a mention. There have been trolls-a-plenty migrating from board to board, true, but at this point, I don't see airman as being one of them....just sayin'. A little speculation on my part; Given the lengthy lab-to-market timeframes typically involved, I suspect that a marked increase in equipment expenditures & QD sales by QMC would precede any identified supply contract disclosures by at least one quarter...which would likely show up in the Q's beforehand, no matter who the client turned out to be.
Again, pardon the intrusion....carry-on gentlemen