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To: caly who wrote (581)1/17/2008 9:01:38 PM
From: Jppooky2  Respond to of 1811
 
Was just thinking about this the other day. Thanks for reminding us Caly. I was thinking less about the contract but rather the overall competition from LMRA. Would love to hear intelligent conversation about the differences between the 40 and 100 gbs modulators that LMRA is putting on the market now and what TDON will offer. (from all perspectives ... price differences, performance, etc.) I thought from earlier discussions that TDON had materials which would do what LMRA wouldn't. In that respect, I have been surprised by LMRA being able to jump into the market. My one concern with TDON is that they are not moving fast enough for the marketplace. I am very long on this company, but the speed in which advancements are coming around the world is breathtaking now. So ... I know TDON is supposed to have the more stable and superior product, but LMRA is now in the market ... what should TDON shareholders make of this?

That said, they appear to have fallen short of the contract with Lockheed Martin, and their share price has come down more than 66 % from last Spring ... so.

Interestingly, I talked with the new IR firm today and was very impressed.

Any thoughts...

Jp



To: caly who wrote (581)1/18/2008 8:42:40 AM
From: Jppooky2  Respond to of 1811
 
Price, I am presuming is the difference ultimately between TDON and it's competitors, right? Seems that's what's always been thrown around. Performance too, I know the bond length alteration mumbo jumbo. Can anyone comment on LMRA's modulators ... price ... performance ... etc.

Let the enemy be understood.

I can see TDON dominating the market, my only hope is that LMRA's early entry to the market will keep TDON up at night working to crush the competitor. I want to begin some discussion around a topic I have heard little mention of. TIME.

The time frame can't be long for TDON. TDON must do EVERYTHING in it's capability to reach the market YESTERDAY ... because let's face it LMRA is the only one in the market right now. If your voice is the only one being heard ...

Now that said ... LMRA has had similar issues in the past pushing back all kinds of deadlines ... TDON will not be able to afford to do that when they enter.

As for business, TDON needs to be spot on the first time. And they need to hurry!!! I've heard how they have a 10 year window (head start) in terms of tech superiority over the competition worldwide. To that I say this, if anyone thinks the world won't change/adapt/invent faster than that ... they are only kidding themselves. This company can be a huge success ... I mean beyond our conception, putting their tech in products from A to Z ... but they can't afford to be small for long ... unless they just want to be an acquisition target ... they must move fast. I am sure Hal knows this ... it is my only serious concern with this company. If they can move fast ...

> : )

On an aside, I called the new investor relations group and I look forward to the relationship, I was impressed with them. Checking out their record was impressive. They will get TDON in front of the right people, they have a record of doing that. Thanks to Tom of The Investor Relations Group for his time, I look forward to their representing TDON. Now maybe we will see more in the next month in terms of news like Michael Queen seemed to suggest in the latest UCMT release.

Best to all ... keep the discussion on the right stuff.

Jp



To: caly who wrote (581)1/29/2008 12:25:44 PM
From: caly  Read Replies (1) | Respond to of 1811
 
Lumera Receives Order and Enters into Agreement with Lockheed Martin

Tuesday January 29, 8:45 am ET

BOTHELL, Wash.--(BUSINESS WIRE)--Lumera Corporation (NASDAQ:LMRA - News), a leader in the field of photonics communication, announced today that it has received a purchase order from Lockheed Martin for Lumera’s high electro-optic activity materials. The term of the existing agreement was extended through December 31, 2009, during which time Lockheed Martin will advise Lumera of its intentions regarding a commercial license for the materials.

“We are pleased that Lockheed Martin is interested in our polymer materials and that the materials performed as anticipated,” said Dr. Raluca Dinu, director of Lumera’s Electro-Optic Business Unit. “We look forward to continuing a long-term relationship with Lockheed Martin.”

About Lumera

Lumera is a leader in photonic communications. The company designs electro-optic components based on proprietary polymer compounds for the telecommunications and computing industries. For more information, please visit www.lumera.com.