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Technology Stocks : Intermagnetics (IMG)
IMG 0.185-3.4%12:12 PM EST

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To: Mark Shaw who wrote (3145)7/31/1999 5:31:00 PM
From: Tom Linzmeier  Read Replies (1) of 3448
 
As I understand the chip cooling situation, IMG has the technology to cool to at a cryogenic level. It's my belief that they have solved the two biggest problems from at cooling perspective. 1) vibration, 2) humidity. The reason Kryotech is still working at the thermal cooling level is that until someone (ie; IBM) redesigns the chip architecture, it does not matter whether you cool to -49 degrees or -200 degrees, the current chip architecture will only give you about a 30% improvement in speed.
If there are any experts out there, please correct me if I'm wrong on this.
As has been the norm, IMG shareholders must wait one someone else before we can go forward.
The best thing IMG has going is the increase in business from Philips and the consolidation of the French operation. This should allow for an increase in the net margins. IMHO Glenn understands that its all about shareholder value. That means earnings. I personally think you'll see a expansion of sales and an expansion of profit margins. A great combo. Play with some numbers and see. 130 million in sales, 8% net margin, 13 million shares. Great if they can do it!
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