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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Ulrich who wrote (8127)	7/17/2001 11:43:59 PM
From: N. Dixon	Respond to of 10293

Bill, So, expenses and taxes aside, they might see $1.2 million this year, if "expected" approaches "real"? It's more complicated than that. The royalties are paid on the net sales price of products. The figures given by SPD Inc I believe refer to film shipment. 1.5 sq. feet of film is all that is needed to make an aircraft window that InspecTech will sell for $400-$1500 per window. Our royalties would be $40-$150. So our revenues on just a few feet of that film will be at the high end whereas a sunroof or architectural window would sell at different prices with different royalty structures. Saxe predicted profitability during a quarter next year. (and perhaps full-year profitability next year but likely in 2003). I interpret that would mean they anticipate at least 1 million in revenues in one quarter and over 4 million in one year based on their current burn rate. Have they been reasonably accurate in past years regarding the "expected vs. real" revenues? This is the first time they have been able to predict any revenues. It wasn't until 1997 that any licensee moved from R&D with their SPD projects to commercialization. It has taken 4 years to set up the infrastructure -- signing the companies to make the SPD emulsions and film. refr-spd.com I am confident that they are probably being conservative in their estimates. Why estimate at all? They have seen the timetables and sales forecasts of the licensees. The news out of Korea certainly backs this up. I am confident. I'm just trying to better understand this apparent profit, over the $316 mil. market cap, over 12 million other shares with which one has to contend. The potential in revenues by 2005 is larger than today's market cap. 10 million shares is small float. Most is held by us long term "fanatics" who have a deeper understanding of what we own. My family was prominent in the glass industry. We aren't budging. Should I take a second one? If you're going to then you'd better hurry. Here's a good place to start: Message 16068950 ND