Thanks for the plug on your blog and also the person’s comments. Here are the points I would make in response.
1) In terms of manufacturing and the development of new displays they are totally correct. Asian companies dominate the production and the industrial R&D for liquid cyrstal displays.
2) In terms of academic research into liquid cyrstals, KSU has the largest program in the world. No university in Asia comes close. It is important to note that our research extends well beyond displays to the basic chemistry and physics of liquid crystals. We also have an active research program into the biological and medical applications of liquid cyrstals (these promise to be as large as the LCD industry)
3) Our approach (the “Kent Approach”) is to enter an entirely new facet of the display market, namely flexible displays. The Kent approach has utilized our basic and applied research strengths to develop displays that are ready to go to market now. We will begin with relatively simple displays and build the manufacturing infrastructure. Following this approach local companies are poised to be the first to market flexible liquid crystal displays. We are installing the first generation production line now.
4) We are moving forward with our eyes wide open. We are well aware of the strength of the Asian displays manufacturers. The initial markets we will address are miniscule in comparison to the current >$50B LCD glass based industry, and frankly not large enough to interest the major manufacturers. We therefore have a window of opportunity to exploit our initial lead.
5) If the Asian companies followed the wisdom of the blogger 30 years ago they never would have challenged the US dominance in this field.
I hope this helps.