American Superconductor (AMSC) Message Board

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Technology Stocks : American Superconductor (AMSC)

AMSC 35.10

-4.7%

3:04 PM EST

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To: SemiBull who wrote (276)	11/10/1999 2:09:00 AM
From: Wafa SHIHABI	Read Replies (1) of 973

Hmmmmmmmm, upside potential. I don't think anyone can give you numbers that will materialize with any degree of certainty. This is not a business that will grow at 10%pa from a stable base. This is a business that will either represent a quantum leap in power transmission and utelization, or go bust trying to get there. Doing forecasts in such an environment is always great fun. The key issues I look for, is the aging world wide power grid and the fact that 8% of our energy is lost in transmission, and I don't even know how much more is lost in conversion. This represents the demand potential. The second issue of concern is which of the players is going to have enough working capital to get them to the market with their inovation. AMSC has one of the best competitive positions in this regard. What value will the share get to? Who knows? I have often stared at the corner of the ceiling.))) Investments in this field must be diversified and treated as options at this stage. Maybe AMSC has moved further than that. I think IMG is also stablizing and has good potential. Some of the rest I view more as options.

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