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Technology Stocks : ACII - AmeriChip International, Inc
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To: Ted M who wrote (870)1/17/2008 1:15:47 PM
From: BarclayDonaldson  Read Replies (2) of 2396
 
Ted: Answers....

1. False. A couple of years ago, LACC was written up in one of the trade rags. Can't recall which one it was, they used to have a link on their website. I'll try to see if I can find it.

2. True, as far as I know. It would be impractical/costly to setup all the equipment at a trade show to demonstrate the process. The best they could do would be to laser some parts themselves (and bring a video of it) and then find someone willing to let them to use turning equipment. Plus, displaying at a show would be quite costly and they don't exactly have a bundle of cash lying around.

3. False. They have POs with at least GM and Ford and have processed parts in minimal quantities, presumably to demonstrate they can meet proper specs with the finished pieces.

4. False. ~10% of the last reported revenues (Q3 '07) came from LACC (according to ACII's IR person). The majority of revenues still comes from KSI and their T&A division. This is not a lot of money as LACC has been touted to be able to generate $10s of millions if they get contracts for parts in large quantities. To date, they have only done small quantities.

The process is not proven to handle large quantity processing to date, and that is the key. If they can get a significant contract where they are producing thousands of pieces, it should snowball from there. The safe play is to sit on the sideline and watch, jumping in when they announce that first large contract. It's still a gamble at this point, IMO
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