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Technology Stocks : Conductus (NASDAQ: CDTS) superconductors

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To: kormac who wrote (259)3/11/2000 11:13:00 PM
From: Zeev Hed  Read Replies (2) of 352
 
Seppo, I have no idea what other parts are in each system except the cryogenics and the thin film SC, but these could not be much. They buy a lot of their cryogenics outside, and even if the thin films are grown on unique surfaces (I would guess some insulating and non reactive oxides, possibly even single crystals, I know that some time ago GGG was considered, but they probably moved away from that), it should not be the bottle neck in production. I would guess the bottle neck would be readiness of users to accept the retrofits. If your number of 10,000 cells is correct, then what would you expect the number of new cells per year? about 1500 in the US and 5000 overseas?

Zeev
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