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PayMEmf

10/30/17 2:57 PM

#133272 RE: Researchfyi #133270

You made sense at the beginning then fell off a bit around mid paragraph, so you are saying liquidmetal is not a product, as in a phone, slinky or a truck? But liquidmetal could be used in these products, I don’t think we are seeing the same issues here,your saying we are at the mercy of the companies that Harold these products is incorrect, I would think the start of this “transition period” where we go from plastics to liquidmetal we will also see a shift in power to go with a shift in materials, I don’t think li is trying to get a liquidmetal medical prong ready to sell to customers....licensing rev will probably come before we see any manufacturing open up but it looks like manufacturing will become big in the US again....let’s see how this plays out I say patatoe...

KanadienEh

10/30/17 3:51 PM

#133275 RE: Researchfyi #133270

I'm somewhat perplexed at your statement. From all I've read, and not just on here and not just about LQMT, there is a global thought process and regional thought process. I'm confused about why you would see this as strictly a manufacturing play? Maybe from years of being in the defeated mindset of previous management.

From all that I understand, this is a royalty play. A cash flow machine. To burden the company with the thought of being the 'manufacturer to the world' of LiquidMetal, would be to miss the forest because you got stuck looking at one tree.

What I thought was the vision going forward is to have manufacturers 'in house' production wherever possible. The next stage will hopefully be 'regional dealerships' or 'manufacturing centres of excellence'. Similar to the one in Lake Forest. Company owned or partnered. Preferably partnered. Leave the headaches to others.

Not just in the US, but think globally.

Ask yourself a question: If steeI were a new product, and I owned the patent on the process of making steel, would I want to try to be the only manufacturer in the world?

Hell no. I want everyone using steel as soon as possible. (And please, don't get stuck on the word 'steel')

So you would want a lot of people making steel and there's only one way to make that happen. That's by designing the business model you want and then by getting your product to market as rapidly as possible. Don't bog the company down with huge production headaches.

In a perfect world, 10 or 20 years from now. Maybe they could follow the business model of Xerox and flood the market with machines upon which they charge a volumetric 'per click' royalty.

Lqmt first priority should be to focus on developing the market place. Not manufacturing the product.
The second priority should be R&D on product materials and production processes.

The cheaper they make it to get this product into the market, then the larger the volumes produced will be.

To want Lake Forest to be the workhorse that churns the cash flow for this company, to me, is to doom this company to mediocrity.

I don't think that Prof Li is a regional thinker. I think you might be missing out on a larger vision.

Watts Watt

10/30/17 6:57 PM

#133281 RE: Researchfyi #133270

There certainly have been ample enough responses to your post, and, reluctantly, I am tempted not to make any additions. However, a few points were overlooked:

1) The reason you will never see LQMT make a razor blade of liquidmetal is simple: No matter whether it is single edged, double edged, single blade or multi-blade, the key to the marketing success of this product is planned obsolescence and repeat sales. It is not the cost of liquidmetal which makes razor blades prohibitive, It is the cost to a mass marketeer of their longevity. Turn-over, not superior life is what the marketer wants

2) You state:

My thoughts are when you manufacture products for other companies you are at the mercy of their ability to sell their products as well as competing with other possible manufacturers. But if LQMT come up with it's own product that almost all consumers can use like Kleenx, Alteria Group and DuPont etc., then LQMT will rocket up to the moon and beyond.



The reality is that LQMT does need other companies to work their own markets and to make products which they have been successful at doing and to grow their own markets with new products. Other companies marketing their own ideas and products will far exceed anything that Liquidmetal could ever do on its own. Let's make that perfectly clear.
We are not offering a material, but rather a material and a process which will be an essential combination for other companies to prosper with LQMT. Who makes a product is not really the essential issue here:
It is who can manufacture and commercialize most effectively and profitably.

3)

Until LQMT or someone can think outside of the box



This cliche is not realistic and does not achieve its aim. While, it is true, no thinking should be ultimately confined to a box, neither should it be confined to thinking outside of the box. For no limitations should ever be applied to thinking. If you are thinking only outside of the box then you are denying what may be, in reality, in the box, or a continuum which is both inside and outside the box.

NO BOX THINKING is what is required to adequate search for possibilities.

http://www.beleaderly.com/wp-content/uploads/2014/11/Dont-think-outside-the-box_opt.jpg

4) Now the one point on patience is what I totally agree with. The patience of waiting eleven years after joining this board to write a post is indeed very commendable. For myself, I rather wish I had not been posting at all since 2003. Posting has not made me wealthy at all.