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Technology Stocks : TrueTime Inc. - TRUE
TRUE 2.540+15.5%Jan 21 3:59 PM EST

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To: James Fulop who wrote (8)3/2/2000 9:45:00 PM
From: D. K. G.  Read Replies (1) of 20
 
Thank you for that link James. Neat array of new products: 1) time stamping for e-business transactions 2) synchronizing satellite up/down links and telecom wireless base stations. 3)Time server for computer networks. 4)Also power utilities, HDTV beta test in Washington DC. A device that came measure 40 billionth of second...amazing.

Estimated 2.5 million cell tower build out next 5 yrs with 2 clocks per tower, clocks go for $2000-1500 (ASP trending downward later to $800). Satellite base station range upward to 250k for entire synchronization systems.
High barriers to entry.

Management estimates market conservatively 300 now to 405 million by 2004. If they can execute with their leadership position, TRUE looks promising.

regards,

dkg
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