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Technology Stocks : SI Diamond Technology (SIDT)

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To: Getcher who wrote (524)3/1/2000 10:54:00 AM
From: P. Ramamoorthy   of 623
 
Getcher,
Re.: Manufacturing
Although Eller alluded to royalty income from FEPET technology and time-based royalties from EB displays (Re.Eckerd), I suspect that SIDT will need to do some manufacturing for the EB Displays. Perhaps their recent acquisition, Sign Boards of America, may do it. I did not ask the company about this.

These boards are scalable, "sun-visible" (meaning that the blue color does not fade out in direct sun light) and offers the widest viewer angle (an advantage over Liquid Crystal Display - Re. Laptops, TV screens). This business may include manufacturing and leasing.

Royalty income -
relies on FEPET technology licensing to CRT part manufacturers who in turn supply parts (flat screens) to CRT manufacturers. This business generates mainly royalty income with about 95% margin.

The projected revenues of $300-400 Million includes the above revenue components.

Debt - They paid up all debt.

Ram
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