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Microcap & Penny Stocks : ADOT - BIOMODA: Profitable Technology with Purpose

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To: EMF who wrote (1857)10/18/1998 12:29:00 AM
From: JOHN WHITE  Read Replies (1) of 4650
 
Good evening EMF,

I am intrigued with the array of assumptions in your message and would like to compare some notes. Of course all assumptions are based on perceived truths or facts. I'll be the first to admit there is a very small amount of blow-by-blow current information coming from ADOT with which to make a good current analysis. With a start-up company such as ADOT nothing planned is sure of happening until it happens. Plans are often changed and other plans - sometimes better - are substituted. But with the few bits of information that are available one IS able to make some broad and generally reliable conclusions in my opinion.

In regards to the two BB orders, the company has alluded to certain changes in the BBs that were requested by the customer/s after the initial agreement was made. One would reasonably think that the time schedule on finishing was discussed with the customer/s at that time. With partial payment having been made by the customer/s and ADOT'S continued reference to the two BBs in production it seems fair - in leu of any substantial evidence to the contrary - that the contract/s are still in place. ( If you have some additional information on this subject I'd certainly be interested ).

You are correct in stating that Blue LED technology has come a long way very quickly. At this time it is THE choice of outdoor and indoor large flat panel displays. The Blue LED BBs that incorporate the use of gallium-nitrate material are especially good and in high demand at this time.
However, if ADOT can produce their SLM BBs at their projected cost they will still hold a significant cost advantage over all LCD based BBs which include Blue LEDs. ( General figures furnished if you like - with references. )
Also ADOT'S SLM technology is still more energy efficient than Blue LED which has increased its' efficiently by 50%/75% over the older LCD technology.
In addition I might mention that ADOT'S SLM flat panels have a better picture at wider viewing angles that could be a significant advantage in certain situations.
( I'd be interested in any specific information as to why you find it "hard to believe ADOT'S SLM display can compete with a display based on LEDs." )

Certainly I'm not offended by anyone who has a view different than mine. By an open-minded exchange of ideas maybe we both can learn.

John

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