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Technology Stocks : Microdyne (MCDY)
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To: Sunny Span who wrote (164)5/4/1997 9:12:00 PM
From: Gus   of 414
 
Sunny,

I have this one on a slow burn primarily because of the networking division. I look at the LAN space and I keep on seeing Intel bloody the nose of 3Com in the low-end segment and I just don't see a niche they can dominate.

Also, the satellite telemetry division is very, very promising, but that one is going to take some time. The commercial launch industry doesn't quite have this scheduling thing down to a science. And for some reason, some of the rocket launchers keep on blowing up.

I'm still kicking the tires on this one, but right now, it may not be a good idea to chase this one just yet.

Gus
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