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The point is this new patent Apple just published may utilize the "smart metal" technology via Liquid Metal that ANAX is describing.
This remind me of Toyota and Honda building US factory
With that being said, don't can't out Foxconn building factory in US.
It is the "manufacturing know how" that matters.
Patently Apple is responsible for most of the recent stock movement of LQMT
Great thing is that they have a ton of follower includes MacRumors, AppleInsider.....etc.
I am not sure in what way Liquid Metal have anything to do with this very Patent.
No complain here with free Press.
Perhaps someone should inform them that Sapphire cannot be seamlessly integrated with any material such as plastic and aluminum
See ANAX write up
http://www.techinsighter.com/blog/2014/2/24/sapphire-liquidmetal-the-ultimate-combination
Multi Touch Keyboard from Apple
http://www.patentlyapple.com/patently-apple/2014/03/apple-reveals-a-new-ipad-smart-cover-that-includes-a-unique-multi-touch-gesture-keyboard.html
Smart Metal as suggested by ANAX
http://www.techinsighter.com/blog/2014/1/26/smart-metal-next-level-of-tactile-interaction
It will be great if ANAX can shine some light on this.
Understood
I use the "soft" home button all those years when my iPhone home button turns flaky
However, it is annoying.
Hindsight clearly indicate Visser/LQMT marriage (rather than just partner) is a miss step
It is a lose lose proposition for both company once Visser cannot meet Apple's cost demand.
Price drive volume => Volume drive price. Not the other way around.
Any company that does not have the long vision of "lose now and win later" should not participate in consumer product business.
It is not clear to me Visser can hold up Apple......but it is anybody's guess
Keep in mind home button (as in iPhone 5S) is both a mechanical button and fingerprint sensor in one.
kinda hard for fingerprint sense for button on the side
Wonder what VPC can do if they piss off Apple.
Bigger display without Bigger size.
Brilliant......
Bezel free design with Sapphire allows Edge to Edge Display.....hence require tight seal integrated assembly for back case material
Notice Apple must maintain the 16:9 ratio for Video viewing.
As a result, the home button needs to be embedded within the touch screen with touch ID switch embedded underneath.
As pointed out by ANAX, all of the above can not be accomplished with any other metal other than Liquid Metal.
I am not sure this is iPhone 6 or 6S. It is not a matter IF just WHEN
Amazing rendering job
It might even fool the FACT police
I see no concern about Steip. Need to see beyond him.
He is only a puppet. He orchestrated the deal to Apple which at least allow this forum to exist.
I interpret Materion CC slightly different.
They projected 5-10 million annual revenue for the next 12 to 24 months. They did say after that, it can be a much bigger market.
They did reference two different time decision is within Apple.
Where that revenue come from is subject to interpretation?
One can argue 5-10m can be Apple slow introduction of Liquid Metal part. Whether it is small internal part for iDevices or early iWatch will align with that kind of small revenue.
For those 5-10m, it will be night and day difference if it came from Apple vs other mix bag of small prototypes from some unknown company.
When it comes to Apple, adoption (or not) will be the lynch pin for the Liquid Metal ECO system (Materion, Engel and LQMT).
Of course, there will alway be the camp here that says Apple well is dry for LQMT.
I argue it will be the light at the end of the tunnel if not the near term meal ticket (perhaps slow down dilution).
Hype is what we need. Note PLUG still lose a ton of money and just further diluted more stock. Does anybody care in that camp now?
Last I checked, that camp was whining for 10 years just like this camp with the same line...
"And just how many of those buying opportunities were not followed by a better buying opportunity"
Notice Cry Wolf typically last only 3 times. Same as PLUG, when it lasted for 10 years some how. It tells me there is a "safety net" in this investment. You cannot say the same about all other Penny Stock.
Just like anything. It is about risk/reward ratio. When down side is $0.08 while near term upside is $1.00. It sure beat going to casino.
Does it take patience....you bet. You have 10 year+ patience, didn't you?
When someone stay to watch the game daily..........it says a lot.
Did you see those fans in Wrigley field? Do they scream and yell but yet show up year after year....day after day?
I know......I am a Red Sox fan.......We now have 3 championship and counting
Agree on everything you said.
However, my post was simply follow up on the topic of near term revenue from Apple
How do you "maintain" an Alloy IP?
A few question:
1. Does Apple believe this IP is bullet proof, especially for non-BE?
2. Can Materion and/or Engel be 100% on their own?
3. Can LQMT provide any support (value) with its existing staff (all the original scientist are gone)?
If 1 and 2 are YES
or 3 is NO,
there is no need for LQMT existence.
Otherwise, Apple needs to pay up (somehow) just to keep the light on for LQMT
Lucky he does not have pay much capital gain
He bought it last year at 0.22
You don't get my post.
I had no desire and/or intent to compare Apple and Oranges (no pun intended).
It is merely a snapshot view of tale of the two cities.
It seems so Counter Intuitive
Tim Cook is being bashed for making too much money and don't know what to do with it. Share price reflect shareholder feeling.
In the meanwhile, Steip is being slapped around for making no money.
Yet the last I check, LQMT has risen from $0.06 to $0.28 since Steip laid his hand on this company. Note Watts gave him all the credit for the Apple deal while being a consultant.
Purely as an investor, would you rather be in LQMT (under Steip) or be in AAPL (under Cook)?
My apology to the Long Timer........
Look at this chart
Do you think long term PLUG investor is happy today despite 5000% return last 12 months?
http://finance.yahoo.com/echarts?s=PLUG+Interactive#symbol=PLUG;range=my
Similar chart for LQMT
http://finance.yahoo.com/echarts?s=LQMT
Yes, most penny stock is a result of being delisted.
I am fully aware of the early LQMT hype (riding along the 2000 bubble), same as early PLUG hype at $150
Early Institution investor simply write off the lost and move on.
Amen.......
Being participate in both medical and defense industry in my past life, I know the challenge.
However, It is a double edge sword. Once you are designed in, you are "locked in" for guarantee revenue.
With that being said, all supplier must be "credible".....i.e. little chance of going out of business.
You are "credible" if Apple is your number one customer.
No company IPO as penny stock.
All long time penny stock investor "bought too high".
Hence they are basher by your definition.
True??
Not all Radio Stations are Crystal Clear
I learn in life to communicate by "tuning" to every source of information that can be beneficial to me.
For all newcomers here, most will turn off the WATTS station instantly as they find the "static nonsense" being overwhelming.
For those who care to "dig deep", you can get some valuable insight out of it "once in a while"
Perhaps Apple value Watts to keep this forum alive
Apple spent a lot more than 20mil in liquid metal productization.
1/2 billion you refer to is a "loan"
Do you think Samsung is not already talking to GTAT and others such as Corning (Gorilla 3)?
Sapphire alone has no sustaining power over competition. It will be no different than Gorilla Glass, Multi Touch Sensor and Retina Display that makes iPhone famous but copy cat to quickly follows.
Production part(s) from Apple (inside or outside) will make Materion and Engel very happy......which might in turn make LQMT very happy.
More importantly, this will drive the ECO system.
Non CE customer will be glad to hop on that bandwagon.
Liquid Metal inside
Also, don't forget about value of Liquid Metal inside
See Anax write up
Apple will use Liquid Metal to fend off copy cat
Obviously, there is a lot other factor involve.
Cost, technology yield, maturity and availability, bevel design, color option
It is all about exclusivity
Apple has no exclusivity with GTAT or any other Sapphire company
He did it for tax purpose.
He bought a million shares last year at .08 (call it block A)
He exercise half a million shares of company grant stock option at .08 (call it block B)
The half a million shares he sold at .28 will be counted against his purchase last year (block A). This will be counted as capital gain instead of income.
For block B, if he does not sell for more than a year, it will qualify for capital gain rate also.
So why sell now? As you say, he needs the cash to exercise the stock option and pay income tax due in april.
I am a terrible salesman.
Salesmanship is a measure of perception by the end customer. Life presentation to live customer (satellite back to us) will be measured subjectively......so far it has been lackluster response.
This board has put Paul as the next savior (being a closer for all short term deal) rather than his 30 years of industrial and technical skill that might drive better vision upon how to transform LQMT to be a better company.
Once cannot gauge a person's skill set by resume alone.
Let's give Paul (much more) time than he is giving......months to close deal.
He might not be a closer but he can be a very good starter.
We are all LONG here but we should be objective
It takes time to evaluate how good a techie is.
It does not take time to evaluate salesmanship.
You are born with it. Either you have it or you don't.
Paul might be (likely by his resume) a very good techie.
Perhaps you should see how his presentation to real customer (everyday people)
Golden Parachute has been all laid out
With no major external shareholder, bail out is totally controlled by insider.
Paul Hauck (don't call me Hogan)
does not appear to be a Salesman and/or Marketeer
At a minimum he has not been on the road and lackluster presentation skill shows
Lack of eye contact to audience
Lack of Powerpoint 101 skill
He is more of a long time techie with no real life P&L responsibility
Why Paul then you might ask?
Fill the org chart with credible resume. Classical exit strategy
Agree on the non CE front
Jun availability to non CE customer is big deal......not in terms of big fish is coming on the non CE side.
It implies Apple has successfully qualified the machine and is willing to allow LQMT to disclose to open public. It means in Jun time frame, Apple commitment (or not) to Liquid Metal will be "control leak".
When Apple send out RFQ
MTRN, ENGEL, FOXCONN, VPC....other unknown submit their bids
I didn't know LQMT even has a right to bid......hence screwed it up
Hmm.........
Perhaps we should have Icahn to step in......HA HA HA
Assuming the Arizona "secret" plant is the point of discussion here, I can't see how/why it matters to LQMT if it is run by FoxConn or not. At the end, it is all about "$The Price is Right".
Well......VPC clearly got it wrong