walter said:
> Basically you are going to hit the point that it becomes
> feasible to start producing them in larger quantities
> which in itself will cause a price drop.
that's the same kind of "logic" that rothman has been using.
except the process is not invariable, not by a long shot, and
it certainly doesn't operate nearly as quickly as we might like.
first of all, e-ink is burdened with a lot of patents.
second, it has had a very long history of owners who have
bought in at a high price, learned the setbacks over years,
and then "flipped" the technology to a new set of owners,
who bought in at a high price, learned the setbacks, etc.
in other words, there are a lot of investors who still want to
see the profitable return that they believed was "inevitable".
so they have a desire to produce "in larger quantities", but
they have little inclination to drop the price, even a little bit.
moreover, it's expensive to scale up their production facilities,
and they've already overextended their ability to borrow money,
not to mention the normal blah-blah about today's economy...
so i wouldn't look for a quick drop in the price of e-ink screens.
and that means you won't get a quick drop in the price of the
machines that utilize such screens. sorry. it just won't happen.
-bowerbird