I agree with Salim.
Lets approach it from the concept ot the four P's
1. P= Product. Who is best, if not dmt, what. If it is dmt and not amtx, who & why?
2. P= Place. Who is in the best position to distribute a state of the art product based upon dmt. If it isn't going to be dmt we are back to the product issue. Admittedly, amtx has a way to go.
3. P= Price. Who has the best cost position when the crap hits the fan? And, eventually, it will. Again, admittedly, amtx has to show us its hole card to prove they are in a position to stand toe to toe. Only a fool gets in a fight without a good chance to win.
4. P= Promotion. Who has the organization and the resources to put the big push behind a product. Again, admittedly, amtx is not in the same league as USRX or Rockwell.
So, when you take it apart, it comes down to the question of how good is the technology and how good is the pos. of amtx in the ownership of the technology around the world. I think it is fair to say that, those of us who are long, are betting that JS & co are going to be able to parlay the technology into a significant source of income for amtx. And, perhaps equally as important, the income from adsl dmt will be used to fund the next round of technology that will put amtx in a pos. where the mgmt will have to sell less of the corporation's "soul" to commercialize.
Its a big gamble, so, if you can't afford to lose the money, don't get yourself strung out.
In the meantime, I think most everyone will agree that what I have posted is already factored into their thought process and we are prepared for the risks. Even so, we are attentive to developments just as an expectant mother would be at around 7-9 mos. of gestation.
So, get off Pat's back. She has already shown us she has the courage to hang in when small minded people hurl invective.
Cliff. |
