Conductus (NASDAQ: CDTS) superconductors Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Conductus (NASDAQ: CDTS) superconductors

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (275)	3/17/2000 1:01:00 PM
From: Wafa SHIHABI	Read Replies (1) of 352

Zeev, Good to see an old name in the flood of new postings. I could not resist to jump in to respond to your comment about risk. I think if we can look past the high level of volatility that has surrounded this sector, hard as that may be, we can see that the level of risk we have now is far lower than what it was a mere 4 months ago. At that point in time, one had to deal with any holding in the sector as a holding that could go down to zero in value at any time. In deed ISCO, SCON and even CDTS came reaaaaal close to doing that. That kind of risk is no longer there. Not by a long shot. As for the past 6 weeks' ride to the tops and troughs, I am much more comfortable with the current valuations than I was 3 weeks ago (not to be confused with happier). Fully diluted the companies have much more reasonable valuations now. I have attempted to index the sector on the basis of market cap using Dec 98 caps as the 100 point index. The number of shares is the closest I can get based on the info available. There may be some slight errors but the ball park is there: WHS-Superconductor Index* & Performance of the superconductor sector since DEC 98 As of 3/17/00 G/(L)% Symbol Sh O/S Closing Mkt Cap Price Mkt Cap Mill (#)Price Mill AMSC 19.13 42 5/9 814.2 301% 399% IMG 12.94 18 1/2 239.4 215% 226% CDTS 12.00 40 1/8 481.5 2369% 4047% SCON 20.00 67 1,340 1687% 4527% ISCO 96.00 6 7/8 660.0 588% 5155% Sector 160.07 22.08 3,535 321% 1120% Index 1219.6 YTD Gain 981.9 YTD % 413.1% POWER YTD 167.6% 345% WIRELESS YTD 2488.6% 4571% * Dec 98=100 # Fully diluted I also believe that the power players have unnecessarily underperformed the telecom players. Their potential market is just as large as the telecom guys even if not as sexy. In particular I think IMG comes out as an unquestionable gem.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next