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Technology Stocks : CDDD

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To: WTMHouston who wrote (607)1/13/2000 6:39:00 AM
From: abbeyfeale   of 924
 
WTMHouston,the answer to all of your questions is very simple.

1.Data storage is a fundamental and strategic technology. Along with bandwidth and processing power technologies, it represents one of the key facilitators of the new Information economy we have entered into.

2. C3D had demonstrated to almost all of the industry leaders in this business that it has the capability to deliver fully functional prototypes of cards & disks incorporating its fluorescent multilayer technology.

3. It is already involved with Toolex International, one of the leading developers of processes and equipment for optical data storage media, so it can enable manufacturers to commence mass production of the cards & disks.

4. The market for this form of data storage runs into hundreds of Billions of $. With a evolutionary technology that works and can be produced within a year, the revenue that C3D can make from JVs and licensing, even assuming only modest market penetration, is sufficient to justify a stock price well above current levels.

5. I dont know to which strategic partners it is talking and how close they are to announcing a deal or deals - do you? What do you think would happen to the stock if the announced tomorrow that they were partnering with Sony to make a new up to 10GB card format to augment their up to 64MB Memory Stick format?

It seems to me that the company has advanced its business very quickly - in the last 3 months the company has gone from demonstrating a 10 layer card and disk for the first time, to then demonstrating just 2 months later a 20-layer version of the card before an audience reading like a who's who of the data storage industry (perhaps they know something you dont?) to then 1 month later commencing a venture with Toolex to develop mass production processes and equipment.

Perhaps this goes some way toward explaining the stock price valuation that investors have placed on C3D.
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