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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: tcd who wrote (132881)	5/3/2012 10:12:35 AM
From: Road Walker	Read Replies (2) \| Respond to of 213177

If you know anything about this particular alloy, it will take hundreds of millions to perfect it I was using their golf club driver head 10-15 years ago. Maybe it was imperfect but seemed OK to me. Came in 2nd place in a tournament with that club (and I suck!). Also many years ago been to parties with the founders of LQMT... leave it at that. No further comment. I think if you're looking at real volume manufacturing yes the machinery would be very expensive ... but really that's true with anything new, including next generation chips of all sorts. It's not that high a bar if the demand is there. Would Apple pay $20million as a defensive measure on a material they might, or might not ever use? I don't know.

To: tcd who wrote (132881)	5/3/2012 1:11:28 PM
From: Doren	Read Replies (1) \| Respond to of 213177

Its not a single alloy. Its the understanding of what properties will result from different ratios of elements, one KEY property is the rate of cooling that has to take place in order to prevent crystallization. They do not need to perfect the alloy necessarily. They need to perfect the injection machines which of course will virtually never happen as designs improve. Apparently Engle has produced and delivered at least 2 machines. LQMT is making parts for 3 clients. They do not make any parts that sell for less than $200 at this point. The fact that they are making and selling parts that sell for more than $200 is an indication that the parts are larger and more complex than what Apple needs, which also indicates that Apple may have the ducks in a row to begin making FULL backs rather than simpler flat backs.