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Barney Vissur

09/19/13 9:08 AM

#36935 RE: poop deck pappy #36934

PDP, I'm not pumping - we've analyzed how conflicting the LQMT signals are, and not necessarily conflicting in the positive. In fact, more to the negative. My point is that the way MTRN mentioned LQMT in their Annual Report, puts forth the appearance of LQMT as a customer that they expect to provide a revenue stream. If they had mentioned AAPL as a revenue stream, I'd be all over MTRN, but since it's LQMT, I will trade MTRN based on what we spoke of.

As you said, though, "or not, either is fine," lol. As usual, perfectly stated.
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AliAz

09/19/13 9:30 AM

#36937 RE: poop deck pappy #36934

Any amorphous metal alloy ingots that Materion would produce which are covered under LQMT patents (which MTRN has the exclusive rights to produce) must go to Visser. That is their MTA with LQMT, and Materion has said so publically. Materion does have its own amorphous materials and other "performance" materials R&D, which they are free to do with as they can.