Reader Interaction - 11 Sep 2006

Addressing Questions on Patents Part I...
11 September 2006
EB Reader & PK Correspondence
Thanks PK.
(Blogger’s Note: This is a response to an earlier email containing information wherein one of the three parties interacting chose not to have their words shared beyond those addressed.)
Your friend sounds very excited about the IP and it's possibilities.
May I ask you this; Does having a manufacturer mean (which is what I had thought they were going to be doing), someone to make the batches of the proprietary beads, (which are then sent to the 3rd party manufacturer/molder to make the finished product), or does it mean they need to have a factory with molding and tooling equipment and a processing/packaging line??
So, let's hope that some great products from some great companies will be in the works soon.
I appreciate you keeping me informed.
Best Regards from L.A.
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EB Reader -- all good questions...
Once again -- before I share my thoughts, would you mind if I share this email with others? I believe that the questions you asked touches the heart of issues that are of interest and have implications well beyond this brief interaction. Please let me know...
The primary importance of having a manufacture is trust, and maybe more beyond that. Whoever produces Integral's proprietary material will have access to the secrets that make ElectriPlast what it is... The same secrets that DuPont tried, but failed to reproduce on their own.
Beyond trust is the ability to dictate your company's needs beyond that of the manufacturer--who could be doing similar work for a whole host of similar niche companies.
What you will uncover in the weeks to come, starting with the link below is that Integral has finally found such a company, and they do have a level of trust and understanding that will, by far, surpass work in their--and as shareholders--our favor. In other words, you might find that Integral may end up either buying into this yet-to-be-named-manufacture, or they may be bought out by this same entity. No matter how it fleshes out, we will end up on the top because--and this is the kicker and the most significant key to the position we find ourselves in--it's all because of the 150 million in shares added onto the stock back in April/May of this year.
http://electriplast.blogspot.com/2006/09/electriplast-mysterious-manufacturing.html
How does that 150 million add to the mix?
Consider this, to buy out Integral, a company like GE or DuPont will have to pay large--well into the tens of billions--and far more after the word of the take-over emerges to purchase the shares necessary. Add to that, buying out the company will not be enough, they will also have to purchase each and every patent developed--more 10's to 100's of millions of dollars each.
In my opinion -- The company never meant to use the 150 million that was added to the company's balance for selling to shareholders, but rather its use was meant for protection from any kind of aggressive stock take-over. Whoever tried an unfriendly takeover would hurt from the effort, and might make their own company vulnerable to similar actions.
I know, well beyond the premise of your question -- I just wanted you to realize, the manufacturing question went well beyond the making of pellets, or molding material. The company Integral gets involved with will be able to do both most assuredly. Instead, the question goes to the heart of just how successful Integral intends to be with their ElectriPlast material. So successful that then possibly negotiate a merger with a plastics manufacturer -- one who sees such potential in ElectriPlast that it casts aside that host of other niche customers to dedicate all its efforts and attention to the security of IP issues and the ultimately further ElectriPlast's span of control into an unwitting market...
Think along those lines, and I believe you will begin to see the vast, vast potentials associated to this IP and the shares you currently hold.
Now that I have said my piece -- If you read the Blog, you might realize that both GE and DuPont at one time had a relationship with Integral -- can you begin to imagine how that favored line applies now...
Cheers and best regards from the Heart of Bavaria,
PK sends...



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