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Gold/Mining/Energy : MOSAID Technologies Inc.

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To: Barrie Walker who wrote (7)12/5/1996 11:31:00 AM
From: Conky Lives!   of 219
 
royalties
Their website says that they have 3 designs eligible for royalty payments. Two of these (newbridge, oki) reached production status in fiscal 94. So I guess that these two are already factored in to their results (at least by now). That leaves one remaining. -- Can only guess with this one.
However, testing equipment is probably a large part of their revenue. Remember, this equipment sells for hundreds of thousands of dollars a pop. With 75% of their business in korea and japan, look for enhancements to the equipement in the form of software, AI, expert systems. This is what koreans and japanese like.
-- Would'nt it be great for the testing equipement to provide a day-by-day indication as to the performance of a line, and an up to the day, or hour ability to fix things in a manner that an expert system can conceivably do.

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