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.

Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Doug Shapiro who wrote (3355)	10/3/1998 4:01:00 PM
From: Michael	Read Replies (2) \| Respond to of 4634

<< Mike REFR They have plenty of working capital and can hold out for a couple of years. Is there a trigger that will cause the stock to suffer?>> Working capital is all from Stock Sales. With no sales(50k). and a market cap approaching $100mil. I have a feeling that the rats beyond this scam, will do what all thieving rats do. Grab the money before one of the other rats(partners) does. This strategy has worked for me before. Sure is a Nice Day Michael

To: Doug Shapiro who wrote (3355)	10/3/1998 9:35:00 PM
From: N. Dixon	Respond to of 4634

Doug, I have been a long term investor in REFR for a number of years and would urge you to call the company so you don't fall into this guy's trap. He must have gotten a margin call for his short position when the stock went up 12.5% on Friday. We've been dealing with these short sellers for a number of years. The "hype" he prints is a note from an investor Ron who went on Yahoo boards because he got sick of the shorts hitting the stock. Evidently the shorts have gotten nervous of late as the stock is showing some strength. We are starting to get inundated with notes on Yahoo and SI slamming the company. Truth is Ron's "hype" is not far from the truth. Product(s) are imminent, the company plans to sign an agreement with a top-tier automotive supplier this year (and that doesn't leave many months). Do your own due diligence. ND

To: Doug Shapiro who wrote (3355)	10/3/1998 9:55:00 PM
From: N. Dixon	Respond to of 4634

Doug, I just noticed that you live in San Diego. Material Sciences is located there. You may want to give them a call and ask for Graeme Fairley. He is head of the project that will be developing SPD film. He believes the 1% estimate of revenues (this would mean 100MILLION in revenue to REFR) is conservative. Also check out the recent news from MSC in which they announce the scale up to full production runs of SPD. One of our long term shareholders Lawrence Smith, a pilot for Southwest is good friends with Fairley and gives us updates, I'm sure he could give you his number if you wish. He is on Silicon Investors, send him a private message. He owns 45,000 shares of REFR and is still buying. ND