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Technology Stocks : Research Frontiers (REFR)
REFR 1.570+0.6%Nov 10 3:59 PM EST
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To: Roger A. Babb who wrote (924)10/5/1998 11:06:00 PM
From: N. Dixon  Read Replies (1) of 50112
 
Roger,

<<It is extremely unlikely that Ailorous will lose money on this deal.>>

We agree. Ailorous is in this to make a lot of money, which they will when SPD products hit the markets. They do not need to bend rules to do so. That is why they agreed to the terms which are all in REFR's favor. REFR can set a $15 floor price each term if they believe this to be the true value and Ailouros can take it or leave it. Ailouros knew this going into the agreement and evidently have jumped at the chance to get REFR stock at $15. REFR does not need the funding as products will be out next year and revenues (which will grow as new companies come on board to use SPD in their products - be on the alert for these licensing agreements to start to come in) will fund the company's operations which are a minimal cost of less than 3Million (they have 8 million - marketable securities are treasuries) so they can wait to put stock to Ailouros.

I think the point you have been missing that Joe alluded to (and I don't mean to put words in your mouth, Joe) is that Ailouros believes that REFR stock is going to worth quite of bit of money and that is another scenario that you seem to discount too easily.

ND
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