Tuesday, October 11, 2005

Boeing, Boeing, gone

After literally years of demands from REFR promoters that any viable alternative to SPD that could be used in Boeing's Dreamliner's advertised smart window shading system, they have finally gotten what they "wanted" as the technology supplier for the 787 window shades has at long last stepped forward.

In the October newsletter of the University of Washington's college of engineering, it was announced that a chemical-reaction based technology called "redox switching" developed at the college's Center for Intelligent Materials and Systems was to be the active technology in the windows' ability to become gradually more transparent or opaque at the touch of a button.

While reaction from promoters is still pending as of this writing, it seems that this is the final proof that Inspectech and SPD are not going to be suppliers for the Boeing 787, despite the bulls' previous insistence that Boeing had no feasible alternative to use.

Perhaps most troubling of all to REFR shareholders: the developers of redox switching indicated ambitions far beyond the aeronautical sector in the UWash newsletter article. Dr. Minoru Taya, directory of the CIMS, indicated commercialization was likely to begin within a few months. That right there puts it right about level with the claimed progress of SPD, with the main difference being that Taya's group does not have a multiple-decade track record of miserably failing expectations.

(Update, 7:18PM: REFR bulls did come back with a pretty fair rejoinder, in that the UWash article does not appear to square with Klaus Brauer's earlier descriptions of where the 787's window technology had been used earlier. Regardless, this still appears to be quite unwelcome competition for the gang from Woodbury.)