Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Arcon Energy (MIDL Presently) The Ultimate Sleeper -- Ignore unavailable to you. Want to Upgrade?

To: Crossy who wrote (2343)	6/2/1998 3:44:00 PM
From: Dusty	Respond to of 4142

Crossy, good point on the confidential part. But,,, I think they can only insist on confidentiality for a given time frame; not forever. This is a common practice among most all companies while in the process of on-going negotiations. It will not last forever. Dusty :o)

To: Crossy who wrote (2343)	6/2/1998 4:06:00 PM
From: Lee Bauer	Read Replies (2) \| Respond to of 4142

You are over inflating the issue. DF-144 like most all patented items has the potential of being reverse engineered. The concern on the part of Arcon is not with the results. If they thought the results were going to be unsatisfactory they would have never agreed to the test in the first place. A company like the big E with all their research capability can surely make a Harvard level attempt at figuring out what the stuff is. On the other hand, Arcon just can't hand them a can of DF-144. It is not that easy. There also needs to be some technical know-how transferred in using the magic potion. If I were the Big E I would most certainly test any product in the market. That is their job to be aware. Don't read too much into the Big E testing. The key here is the beginning of the production and revenues. Anything short of revenues is just hype and we know what happens with that. Lee

To: Crossy who wrote (2343)	6/2/1998 4:12:00 PM
From: Ga Bard	Read Replies (1) \| Respond to of 4142

1) Most importantly is to get rid ot the AUTO-CONVERT clause of the MIDLP this October. This auto-convert is dangerous for holders of all 3 MIDL, MIDLW and MIDLP alike. I agree and you and I will talk since we seem to have both sides of the issue cover. I think maybe a optional conversion starting in Oct 1998 to Oct 1999 with a dividend to the long term holders of MIDLP that do not wish to convert would be a good midpoint. What do you think? 2) I personally have a "problem" with the condifentiality agreement regardinx XON. Ok, I perceive this is the way business is done in this area. But how the hell do we find out that XON likes DF-144 ? Well like any other business they want to keep it tight to the breast and silent as much as humanly possible. Why should they announce anything till the testing is complete? They will release the results probably but other than that I would suspect they do not want that much competition on their own money testing the product. I could be wrong but the confidentailly agreement I do not see as a negative but smart .. Thanks GB New Investor Summary Message 4683886