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Technology Stocks : SI Diamond Technology (SIDT)

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To: sks1 who wrote (502)	9/24/1999 1:32:00 AM
From: Ben Wu	of 623

Sign companies can be purchases all day long for less than book value and will never be valued like the current market cap of SIDT which is incredibly rich (IMHO) for a company that has never produced anything commercially viable. I guess you haven't heard the news. SIDT is going into the electronic billboard industry. They recently demoed a 40 ft (or 60 i forget) screen in Austin and are planning to roll out a couple of new test sites in the future. Frankly, I think they have a damn good chance of changing the billboard industry, and if you're willing to take the risk, this stock can return handsomely in the next couple of months. With regards to buying the sign company - there are two scenarios that I can think of. The first is that no self respecting sign company is willing to take a risk on the technology, so SIDT was forced to buy their way into the business. Or two - SIDT sees the money tree ahead of them and don't want to share with anybody else. SIDT get sign building expertise with this business, and putting up a sign in Wisconsin isn't that much different from putting up a sign in Times Square. -ben

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