Agree with that analysis, but 5-10 mill or 10-20 mill translates to what percent of cost of an item that LQMT may have struck a license and/or royalty deal with a potential customer? However, need the CUSTOMER!
When was the last time, though, that an analyst asked a question on a MTRN conference call about LQMT's effects on MTRN's business? Hipple is either verytight with Tom Steipp and just looking to give a friend a boost or he's truly intrigued by the potential revenue stream.
Bottom line - LQMT is back to the same issues - customers, revenues and profits.