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Re: None

Sunday, 09/22/2013 8:41:39 PM

Sunday, September 22, 2013 8:41:39 PM

Post# of 232853
A planned merger would explain why they might delay some manufacturing related licensing.

Maybe LQMT has been stalling in anticipation of a deal (merger) going through.

I think another poster already pointed it out.

If MTRN is gearing up for something (LM based), then to support second sourcing they could use VPC.

So, from a year plus ago, they could have gone from LQMT being first point of contact to now being close to a real contract with an existing MTRN customer, and with MTRN ready to take a direct role in sales (and manufacturing) if they haven't been already.

All along Steipp has mentioned interest in leveraging MTRN's channel.

OK, now I get it (and why MTRN wouldn't necessarily need LQMT execs unless somehow they are agreeing to divide up customer prospects based on who initiated the contact, etc.)
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