Does anyone know what happened to DIC's SPD ConfoView film? A full 8-9 months ago (June 2006) they announced the first commercial shipments and not a word since. They said they were 'ramping up' production -- what's up? Is it still a 'secret'? Or, is it only 'those in the know' who get the current info, not the public? Or, did DIC stop their Confoview film production or ramp it down? If they were/are mass-producing film, where is it? Inquiring minds want to know.
This is the line pulled from the PowerPoint presentation given to the roomfull of 20-30 attentive (but memory impaired) shareholders last June.
<<June 2006: First �commercial� shipment of DIC�s SPD-Smart �CONFOVIEW� Film >>
Your guess is as good as mine why the words "commercial" and "CONFOVIEW" (accent is on "con") are in quotation marks. As I pointed out before, there is no registered ConfoView trademark, and it wouldn't be valid anyway unless there were normal commercial shipments. Until then, the name is open to anyone for any product. At least they did not poach an already used name like ChromaLite.
For contact information, have you tried all of these?
Dainippon Ink and Chemicals (customer inquiries only)
Japan (Dainippon Ink and Chemicals, Incorporated):
Mr. Tomoyuki (Ty) Tanaka
Mr. Kouhei Sadoshima
North America (DIC International (USA), LLC):
Mr. Anthony Pirroapirro@dica.com
Mr. Takahisa Yamatoya
Europe (DIC Europe GmbH):
Mr. Masakazu Yoshida
The first few say for customer inquiries only, so unless you are a global distributor, have a one person glass company, or do maintenance on aircraft, they probably don't want to hear from you.
Your questions are certainly legitimate ones...
Personally, I think you will have your answer by the time the 10-Q for the 1st quarter is filed in mid-May for the period ending March 31, 2007 - as this will represent a full 9-10 months since the announcement of the supposed commencement of commercial shipments last June.
If no royalty income appears by that time that can be traced to actual SPD end-product sales, it will mean one of three things in my view:
1) The shipments never occurred at all (i.e. it was all just hype)
2) The shipments began and then ended due to either lack of demand or production/quality control issues
3) The shipments were not of sufficient size to generate any signficant amount of end-product sales
Pews: It might interest you to know that I have asked and can't seem to get an answer. Their website doesn't even indicate that ConfoView film is a product. What department do you suppose would respond to a request for information? What individual at DIC would be able to provide the information? You must have all that information, please share.
If SPD film were a retail product you would expect it to be in stores by now. But it isn't a retail product. It's a business-to-business product and it will become part of someone else's product (windows of all types with the associated electricals). The window manufacturers can't start production until they have enough film to feed their production lines. Those windows will then go into the final products (cars, planes, boats, homes, buildings). And those final products can't begin large-scale manufacture until they have enough windows to support their manufacturing lines. In short, it takes time to fill the pipelines and that is what is happening now. There is really nothing at all unusual about this, it's all part of the standard product development process. While these activities are ongoing in the production departments, the marketing and sales organizations are out building demand.
The truly remarkable thing here is that REFR has successfully built a whole new industry around SPD with all the supporting infrastructure.
I re-read your response to me and would like some clarification. You said window mfrs can't start production of SPD windows until they have enough film to feed their production lines and then car, plane, boat, home & bldg builders can't incorporate SPD windows on a large scale until they have enough windows to support their mfg lines. This pipeline is currently being filled and while it's going on . . . "the marketing and sales organizations are out building demand."
My question is -- What marketing & sales organizations are out building demand (from what companies)? In what venue are they building demand? From a consumer's point of view, how can any marketing and sales organization get me (the buying public) to want what doesn't exist and what I can't possibly know about because there isn't any public marketing going on? So okay, you do a lot of polls and you find out that people would like variable tint windows, but at what price? Are you telling me that window mfrs are wildly buying mass quantities of SPD film to make windows to incorporate in royalty-producing end-products and just ASSUME that the buying public is willing to pay the price? Do you honestly believe that window/auto/boat/plane/home/bldg builders currently are or will be buying mass quantities of SPD windows before being sure that the BUYING public is willing to pay for it? Do you know what happens when you ASSUME?
You called what�s going on right now a "pipeline" � but in reality it sounds like a "pipedream". Successful companies do not rely on pipedreams, they rely on sound business plans/practices.
You sound more plausible with your usual spluttering invectives. You are reading so much like the R J Falkner promo site that I'm going to have to go back to calling you the harvarsedpaidshiller.
No company fills up the manufacturing pipelines without gearing up promotion and distribution. Perhaps that is what happened to the 20,000 sq.ft. of SPD film produced by SPDI. It's a shame that you loyal shareholders, who are the only people in the world to care about SPD, didn't buy a few windows and keep the stuff out of the landfills.
While all of your information is interesting, where is any of this information available to the investing public in the real world except here on a 'message board' where anyone can say anything and not be held liable if it isn't true? Where is there any indication in the outside world of real DIC mass shipments of real film to any end-product manufacturer that will be incorporating it in a product of any kind?
You are certainly correct harvard. we may hear of abc car company offering variable tint windows in a model of their cars but it is unlikely the ad's will mention hitachi, asahi, research frontiers, etc. i doubt most people have any idea what company produced most of the components of their current cars.
mean while, we will be laughing all the way to the bank.