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oddone33320

02/27/13 8:19 AM

#3097 RE: gatesoft55 #3096

I find it surprising that many of you expect a buyout when we still don't have any evidence that Indigo or any other material actually works well inside a device. When/if we get a working device I may start to think that way but not before a demonstration. This is why I want to see a working device so badly. If they were to demonstrate a great device that was cost effective to make I think it would pique the interest of many other companies and would potentially lead to buyout offers much more quickly due to all the attention. As of now we have the attention of one LSS but if Lightwave were demonstrating revolutionary new devices IMO they would be entertaining several LSS.
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gatesoft55

02/27/13 8:20 AM

#3098 RE: gatesoft55 #3096

At the 2012 ASM Joe Miller stated that as a material supplier LWLG could become nice small business (decent revenue but nothing earth shattering) but making devices would be a VERY large business opportunity. (this is my interpretation as I cannot remember Dr. Miller's exact words)

Does anyone on this board remember (2 years ago) when Phil Smith said that being a material supplier to the chip manufacturer was a huge opportunity. He gave the figure of one dollar per chip with over $700 million in revenue.

At this time LWLG's focus appears to being a material supplier to the LSS. However, when does LWLG start producing devices (i.e. spatial light modulators)?

GATES.
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DLucky6636

02/27/13 10:14 AM

#3104 RE: gatesoft55 #3096

For the ones advocating a buyout right away, let me ask you:

For a company with a $50M market cap, how much are you going to offer if you are the buyer? Would $100M be more than adequate?

We need convincing evidence that the material works and some smashing prototypes to get people interested. Something that shows the true value of the company instead of just hype. When we have that and the material is as good as we think it is, people will come. Short of that, no matter how you hype it, it remains hype.