Replies to post #5488 on Liquidmetal Technologies Inc (LQMT)

[Watts Watt]

Thanks for your input.

The way I see it is that Visser keeps giving unsecured loans with no problem. Remember they are looking at the same thing we are looking at and on top of that they will be making the parts that are on the horizon so they probably see we won't have any problems paying them back down the road. Steipp probably doesn't want to get a long term loan here since the SP is still too low to get a good deal.

I totally agree with this assessment.

I don't think the 300k was towards a machine since Visser is the one that will be paying for the machines.

Well, I debated this in my mind. I concede that accounting- and entity- wise I erred in moving this capex from Visser to LQMT. Thanks for catching this.

As for revenues I think we will see about 500k for the 1stQ remember this is 100% over 4thQ

Now, on this comment, I render my disagreement. We know as a fact that the 250,000 for the forth quarter was for shipments made in DECEMBER ONLY and probably toward the latter part. Pro-rated and augmented because of start-up delays and set-up tweaks, I believe that 1st quarter could be much higher. So I do believe that a 1Q run sequentially of 450K in Jan, 500K in Feb and 600K in Mar, is not beyond possibility, since I do not believe that the December run was at say, 100% machine capacity, but probably less than 50%. Just my opinion based upon understanding of start-up, set-up, industrial engineering type delays. At any rate, since there are numberous assumptions, all of which could be wrong or certainly off the mark, this is a difficult exercise. However, I think it is worthwhile to consider, none the less

The real growth will probably start to happen in the second half of this year. As for SP I think we will continue the up trend going forward.

I think that STEIP, you and I and most longs would concur in this. I value your input. Thanks.