Liquidmetal Technologies Inc (LQMT)

[chipboarder]

First time poster on this MB..some points:
>>The agreement outlines an exit strategy for Visser..how and when he can dispose of the 29 million shares. An orderly exit is important to keep from destroying the market.
>>Visser's gross receipts at an average price of 0.50 is $15 million less the warrant purchase price...he will be lucky to net $5-10 million Converting that into Engel machines equals 3-4 which is not enough to dominate the world (or even have much of an impact).
>>Visser being cut off from future developments is a big deal unless Visser has no intention to be a player beyond 3-4 years. At that point his accessible IP has lost most of its value.
>>Having access to a great number of patents is a two edged sword.
A patent matrix is constructed to protect (and confuse) the competitors. Lots of dead ends coupled with technically feasible approaches that aren't economically attractive. Lots of red herrings and most of the really critical finding are kept as trade secrets and don't even get disclosed. The patents are not as important as has been represented.

I'm long (and patient) ...it paid off with GTAT