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Technology Stocks : Research Frontiers (REFR)
REFR 1.750+2.9%12:42 PM EST
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To: ARCHIE P. who wrote (81)7/12/1997 9:07:00 PM
From: Jim Lang   of 50185
 
Archie P.,

Thanks for the info. I agree that REFR has potential to outperform ABTX, largely because the potential market is much larger. However, I see some significant differences that I feel are important. ABTX is probably a surer play because they are busily consolidating a fragmented industry with no strong competition; unless they are bought out and we lose out on their potential, it is only a matter of time before they are a ten-bagger (from our entry points anyway). In contrast, REFR is trying to enter a large market with significant established players with lots of muscle. REFR must crack this established market by themselves (or through others) developing awareness and a demand for their product and shouldering aside others in the traditional market (albeit not competitors with the same type of product). This will be a much more difficult row to hoe than the path that ABTX is following, IMHO.

Just some thoughts to illustrate my perspective.

Jim L.
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