There is a theoretic business model called the S-curve theory that explains the possibilities and the risk with new technology. The typewriters , the vacuum tubes, the adding machines etc. are good examples. So far I am in agreement with the idea that there is a market changes due to technology. LENR absolute but not now. To dangerous to take such a step. Even if they present a car driven by LENR it would take years to get acceptance. Maybe Toyota is not thinking so well. The first ones to move to new technology seldom prevail. Apple might be good today but that has more to do with the I-phone than their computers of 1984. Texas Instrument are not a major player on the semiconductor market compare 1968. HP had some real early handheld computers did not take them to the front of today's handheld market. Many companies have seen this pattern repeat itself over the years and realize being first or having the patent is not the most important - in most cases. Xerox being the exception that shows validity to me of that statement. Time ago it was the norm, that being first equaled success. The problems with LENR is of course that there is no theory that backs it up. There is nobody driving the development of LENR Rossi is entrepreneurial and his new partner has been very quiet and demonstrated very little leadership. BLP seems more focused on academical result than commercialization. Maybe there are more (better) information out there, which I am unaware of. In such case now is the time to identify the winners and buy shares. I doubt it is Toyota they remind me of IBM. Tesla maybe. Unknown entity is the most likely in my opinion.
Best Regards , Lennart Thornros www.StrategicLeadershipSac.com [email protected] +1 916 436 1899 202 Granite Park Court, Lincoln CA 95648 “Productivity is never an accident. It is always the result of a commitment to excellence, intelligent planning, and focused effort.” PJM On Tue, Jan 6, 2015 at 3:15 PM, MarkI-ZeroPoint <[email protected]> wrote: > Yes, they funded early LENR work with F&P. > IIRC, they stopped LENR research for a period of time, but then restarted > the effort. > > You can bet the BoD and C-levels have been kept up-to-date about > developments in LENR... > > -mark iverson > > -----Original Message----- > From: Bob Cook [mailto:[email protected]] > Sent: Tuesday, January 06, 2015 2:47 PM > To: [email protected] > Subject: Re: [Vo]:Toyota puts fuel cell patents in the public domain > > Mark's thought also was the first idea that came into my head upon reading > Terry's comment. > > I think they, Toyota, are onto LENR. Let's not forget they hired Pons and > Fleishman for research in Nice, France after they left the USA. > > Bob > > > ----- Original Message ----- > From: "MarkI-ZeroPoint" <[email protected]> > To: <[email protected]> > Sent: Tuesday, January 06, 2015 11:35 AM > Subject: RE: [Vo]:Toyota puts fuel cell patents in the public domain > > > Misinformation? Toyota wants to make its competitors think it's going down > fuel-cell path when it is really developing LENR-based tech for powering > its > future fleet... > -mark iverson > > -----Original Message----- > From: Jones Beene [mailto:[email protected]] > Sent: Tuesday, January 06, 2015 11:12 AM > To: [email protected] > Subject: RE: [Vo]:Toyota puts fuel cell patents in the public domain > > -----Original Message----- > From: Terry Blanton > > Jed Rothwell wrote: > > I think this is a dead-end technology. It cannot compete with plug-in > > electric hybrid cars and pure electric vehicles. > > "Toyota and Tesla are nearing the end of sales of the jointly developed > RAV4 > electric sport utility vehicle after delivering about 2,500 units over more > than two years. The two companies are now taking separate paths, with Tesla > working to bring the plug-in Model X crossover and a cheaper Model 3 sedan > to market. Toyota is preparing to sell its first fuel-cell vehicle, a > technology that Tesla’s billionaire co-founder Elon Musk has ridiculed." > > > Bizarre behavior on the part of Toyota unless they are suddenly cowed by > > the possibility of losing large market share to Tesla. > > > Maybe not bizarre. Anyway, it's not wise to bet against Toyota. Tesla's > shares are down 55 points since October-and Toyota is up 10. Toyota may > know > something that we, or even Elon-the-magnificent, do not yet appreciate - > such as a breakthrough in cheap H2. GM dissed Toyota’s Prius a few years > ago- as every "expert" in Detroit knew batteries were a dead-end > technology. > That was a billion dollar mistake that helped bankrupt GM. > > Things change with the small incremental advance, and Toyota is definitely > a > player in LENR and with a hydrogen IP portfolio that is unreal. H2 may yet > be the low cost answer, and they know it. Even without them, however, we > are > only a breakthrough away from cheap H2 from LENR - maybe from a > water-dog-bone <g>. > > Think about thermal decomposition of water with a newly discovered > catalyst, > probably in one of these 5300 patents, plus an improved dog-bone reactor at > 1300C. > > As of now, we know that water molecules split into hydrogen and oxygen at > 2200 °C at a usable rate of about three percent (this is usable since > waste > heat is recycled at high efficiency) but with a breakthrough catalyst and > low-cost heat, giving something like 2% conversion at 1300 °C, plus good > heat recovery, then hydrogen becomes cheaper than battery-based electricity > storage. The amount of lithium in a Tesla battery pack could possibly > power > 1,000,000 dogbones. > > We could be closer than anyone imagines to the hydrogen economy ... anyone > other than Toyota. > > > > > > > > >
