Mark: I don't know if this is worth anything but you might want to read it.kensey' has recommended CDTS (Long) at Feb 17 2000 9:51PM
Conductus Inc ( NASDAQ : CDTS )
Electrical - Misc Commercial : 12 new highs in group of 84
Symbol Last Time Change High Low Volume
----- ---- ---- ----- ---- --- -----
CDTS 30.00 6:37PM 2.25 33.00 29.00 2,109,800
Community Take
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36 Long / 0 Short
'kensey' said:
trying to figure out if there is a 'real' market
opportunity for the 'superconductor' theme stocks.
but i do know that money has been raining into
Conductus (CDTS) in sheets. which is the beauty of
TA : you can see where the enthusiasm is and then go
and try and figure it out from there ...
each time i read up on a 'super-conductor' play i read
that their gear is instrumental in upgrading the wireless
infrastructure to 2.5G & 3G from 1G.
and there is also a mention that 1G is not adequate for
the upcoming blizzard of data that is going to start
coursing through the airwaves as the internet meets
wireless.
so there is the implication that a tremendous market
opportunity for those companies whose gear ups the
data carrying capacity of the existing wireless
infrastructure.
that seems to be what Conductus is all about.
now, i'm also thinking how Lucent recently got caught
completely flat-footed by the surge in demand for
optical gear that increases the bandwidth capabilities
of the interet. and that Lucent had to recently spend an
inordinate amount of money for Ortel. and saw their
shares get wacked while Nortel (NT) sprinted ahead
as that company correctly anticipated demand.
could it be that cell carriers get caught flat-footed
by a potential increase in demand for wireless
networks?
and, is there a JDSU of the superconducting world out
there somewhere?
the other stocks that i am aware of in the superconducting
group are IMG and SCON. check those out and read up on
them.
and if someone has familiarity with what is going
on, please post up!!
this is from the recent earnings report from Conductus
and mentions the market opportunity for 3G gear.
'The major highlights of the year include:
-- Wireless industry recognition that current generation digital networks
(2G) are increasingly suffering from capacity, coverage, and radio
frequency (RF) problems, which our ClearSite products have been
designed to improve.
-- The emergence of higher bandwidth 2.5 and 3G wireless Internet access
systems, an important new opportunity for the deployment of Conductus'
technology.
-- Field trials of our new, higher performance, ClearSite systems are in
progress with multiple customers for potential 2G and 3G deployment.
Our first TDMA trial demonstrated compelling benefits and economic
paybacks are expected to be less than one year for many cell sites.
-- We received orders for ClearSite systems from more than 10 wireless
operating companies, primarily in analog (1G) applications, following
successful field trials and product qualifications.
-- During 1999 we expanded into the Japan market, by announcing a
strategic alliance with Seki Technotron as our distributor, and began
shipping multiple units of the world's highest performance thin-film,
superconducting wireless systems to four customers for qualification
testing for potential 3G deployment.
-- We entered into an exclusive partnership agreement with General
Dynamics to accelerate our plan to develop a significant
superconducting wireless systems business with Government customers.
-- We completed one significant license agreement and two successful
financings during 1999 and through January, 2000, providing over $33
million in cash, which puts us in a strong position to exploit the
opportunities before us in 2000.
full url text is here :
biz.yahoo.com
disclosure : i have no position in CDTS as i am still
trying to figure out what the deal is ...
kensey
See the annotated graph of this recommendation at:
clearstation.com
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