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To: RockyBalboa who wrote (1615)	2/25/2006 9:47:40 PM
From: RockyBalboa	Respond to of 1634

More on LQDT: liquidityservicesinc.com

To: RockyBalboa who wrote (1615)	2/26/2006 6:03:03 PM
From: Glenn Petersen	Respond to of 1634

LQDT looks to be nicely run. As you note, the economic dependance on the DOD - and the fact that their primary contract is up for competitive bidding in June 2008 - is a problem. I also can't say that I was too thrilled to see some of the insiders partially cash out, but I might have done the same thing if I was in their shoes. If LQDT had gone public in 1999 with their numbers, the stock price would be sporting three digits. So far, ubid seems to be keeping a low profile in the investment community. To the best of my knowledge, there has been no coverage locally except for a small mention in Chicago Crain's and Ron May's email newsletter, and Ron May caught it only because I sent him an email. BTW, the Compaq tablets are now up to $780 apiece in lots of five. I generally take a quick glance at each initial S-1 when it is filed. You might want to remember the name Luna Innovations, though it will be at least two or three months before they go public. The company has generally been profitable, though the nine month numbers for 2005 were down because their revenues from new products and licensing dried up. The company reminds me of SMMX. Every concept has its cycles, and nano will be hot again, even for those companies that are not pure plays. We research, develop and commercialize innovative technologies in two primary areas: molecular technology solutions and sensing solutions. We have a disciplined and integrated business model that is designed to accelerate the process of bringing new and innovative products to market. We identify disruptive technology that can fulfill identified market needs and then take this technology from the applied research stage through commercialization in our two areas of focus: Molecular Technology Solutions. We develop new polymers, nanomaterials and reagents with enhanced performance characteristics by harnessing chemical, physical and biological properties of novel combinations of matter. Examples of our solutions in this area include disease-targeting contrast agents for magnetic resonance imaging, or MRI, nanomaterials for solar cell enhancement, flame retardants and multi-functional protective coatings. Sensing Solutions. We develop integrated sensing solutions to measure, monitor and control chemical, physical and biological properties and have particular expertise in optical, acoustic and wireless technologies. Examples of our solutions in this area include medical monitoring products and industrial instrumentation for aerospace, energy generation and distribution and defense applications. sec.gov