Liquidmetal Technologies Inc (LQMT)

[chipboarder]

Several concerns....

When we dream about production contracts, it would be nice if it were something like “Ford wants 5 million injector nozzles per year for the next 3 years verses the dental company ( or tendon replacement folks) who could be asking for several hundred units per month (or quarter) resulting in a steady but modest revenue stream. This could be a BIG problem. It takes a lot of up front work to get to the production phase so the order needs to be substantial.

Second concern...The tooling costs and time (to build moulds) are very substantial and consequently discourage adoption with the upfront costs...easy to amortize over a large opportunity or long run but it becomes a roadblock to early adopters.

Third concern...the advantages afforded by BMG are less than completely obvious. Price is not a selling point since the career risk is high for a potential champion. Only very narrow applications (outside of CE) value the unique properties of BMG This may be the biggest roadblock to progress.