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Technology Stocks : SLIC Semiconductor Laser Intl.

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To: Paul A who wrote (37)	4/3/1997 6:38:00 PM
From: Scott C Gottlieb	of 174

Subj: Re: News? Date: Sat, 15 Mar 1997 18:47:42 EST From: CountDcash Message-ID: <19970315234701.SAA07392@ladder01.news.aol.com> I was at SLIC on Friday. Large turnout, very impressive presentation of their unique technology. Laser Focus World press flew in. I expect that they will do a story. Dr. Razeghi of Northwestern Univ. also flew in. All were very impressed with her. She was extremely positive about SLIC. I spent quite a bit of time speaking with her. In a nutshell she said that every major laser diode company bid for her aluminum free technology, but she chose SLIC as the best company suited for the development of it. She was very impressed with SLIC's plant. I'm not a laser physicist, but those that have commented about SLIC's diode production process say that, if SLIC can produce lasers with the power,yield, and cost efficiciency as they are claiming, they with their eventual plant expantion will dominate the industry. Dr. Razeghi thinks that SLIC is for real. So if you believe her, we have a great company on our hands.And once they ramp up to produce the aliminum free diode, I don't see how anyone else can compete with them. It will be the case where if they can't beat em they will have to join em. This could mean tremendous royalties to SLIC should they choose to share their technologies. In the meanwhile SLIC is promissing to eventually achieve 50% yields on laser diode production in an industry where the average is around 10%. This is possible due to their exclusive license to the Air Force patent for temperature and other quality control during the wafer production stage.SLIC also has also implemented a series of other unique quality control methods that detect any errors during the other phases of laser diode production. This makes a tremendous difference in profits and will distingish SLIC from the other companies such as SDLI where poor yields have been draging down their bottom line. Most of us who invest in these types of companies do not have the training to appeciate the technological differences in the industry(myself included). I'm sure that people who have sold SLIC in recent weeks are locking in their profits as is often done just prior to the one year anniversay of the IPO, in order to sell ahead of any original seed money investers who obtained free shares or shares below market. That is because with most IPO's the one year anniversary frees up for sale some of those original shares. This provides a good buying opportunity and/or an opportunity to cost average down on you position in SLIC. The best advice that I can offer is to determine for yourself if SLIC really has all of the technological edges which they claim to have. If you are comfortable with that then the only thing left to be determined is if they are in the process of landing orders as they have claimed. And if that comes to fruition you will be glad that you bought the stock at these levels. Next Friday and Monday brokers and analyst(s) will be visiting the company.Now that they are into production, potential diode customers as well as investors will be visiting the plant more often. Customers such as Kodak who placed small original orders will begin to reorder in larger quantities if they like what they see and what they get. Be patient.This is a young company that in that last year has come a long way. Eventually if SLIC is the real deal Wall Street will take notice.

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