Plextronics has a unique technology Alex. A Massachusetts company called Konarka (UMass Lowell spinoff) has also developed advanced conductive polymers but it is focusing on the organic photovoltaic market. Plextronics is developing inks at a separate R&D facility in Harmarville, PA. The market will decide which of the new technologies it most prefers. Plextronics is still operating in the red and needed the cash infuion from Solvay. Solvay's move is significant because it is a leader in innovative chemistries and could potentially become a manufacturing and marketing partner, as well as a technology and financial partner.
Plextronics in effect would become a Tier 3 or 4 supplier in the marekt, and would not compete directly against Sony or Samsung.
How do you expect Plextronics will fare in the market against OLED behemoths like Sony and Samsung? Also, the ink part of the story was really interesting. Does this mean that Plextronics could potentially be a supplier not just of displays, but of some of the materials to make the displays (i.e., the ink)? Seems like that would be huge, because then the Sonys and Samsungs would be potential customers and Plextronics would be positioned as an alternative supplier to Dupont, albeit a somewhat smaller one.
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