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Technology Stocks : Conductus (NASDAQ: CDTS) superconductors
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To: Zeev Hed who wrote (267)3/14/2000 10:55:00 AM
From: Jack Kunkle  Read Replies (2) of 352
 
Zeev:

I revisited my notes and should make the following observation:

1) A three sector box will average $29 - $40 thousand.
2) In 1998 there were 250 K towers standing WW. That is expected to grow to 1 million by 03.
3) Conductus can retrofit a tower in 1 1/2 hours.
4) I think that the $400 million run rate will be peak. Capacity is not in place to accommodate this level of business.

Cheers,

jack
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