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Strategies & Market Trends : Steve's Channelling Thread
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To: Logain Ablar who wrote (2134)6/5/2000 11:13:00 AM
From: Zeev Hed   of 30051
 
Tim, I think that SCON and CDTS should be considered telecoms rather than power. I personally do not like the "power" sector, it serves the most conservative segment in the market, the utilities take years to adopt a new technology (they have no incentive in replacing their current infrastructure, since that will require major "write offs", so they delay for ever, that is why I am generally not bullish on AMSC).

Zeev
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