SeekingAlpha author John Peterson lays out the reasoning behind his EEStor skepticism in a blog post he emailed me about today. I think his points have been well covered at TheEEstory.com. It should come as no surprise to anyone just starting to learn about EEStor that there are many skeptics of EEStor. They have credibility. They understand material science and they don't think EEStor can deliver. Some will go to the next step and say what EEStor is attempting is impossible. If you believe in EEStor, you can't run and hide from that. It's not going to go away until EEStor does exactly what Peterson hopes they do, which is deliver some 3rd party confirmation.
In the meantime, in the absense of this confirmation, I'll simply restate my position: I believe EEStor has exactly what they claim and will deliver it as they promise. Everyone wants a time frame but I don't think that is quite as important. And skeptics have a point here regarding timeframes that, again, can't be ignored. But for me, based on all the information I have had the opportunity examine, I think EEStor has done it.
One final thing about John Peterson. I reached out to him via email a few weeks back because I learned he sat on a panel at Storageweek with a Kleiner partner. Did the Kleiner partner mention EEStor? No. Did Peterson ask? No. This brings me to rule #1 of anyone who would attempt to get to the truth about EEStor: when you get the opportunity to ask someone who owns 20% of EEStor a question about their prospects, you ask the question. :-)
2 comments:
The partners have individual portfolios. Why ask something that a person can't answer?
I think you're great B.
You've never shied away from saying what is in the realm of reasonable and what has yet to be proved before the believers can actually validate their claim that an EESU actually exists. I really respect you for that. There aren't many like you on this little rock.
I don't check the website anymore, but I'll pop by here on occasions till 'the day'. :)
dareka1
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