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Technology Stocks : QC Optics - hard disk/semiconductor defect detection
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To: FIFO_kid2 who wrote (1)8/10/1997 8:03:00 PM
From: Jeff Grossman   of 29
 
Can you tell me anything else about the competing product from SMIT? If it in fact turns out to be a superior product at a similar price, that could be a big problem for QC Optics. On the other hand, QC Optics seems to have a big lead on SMIT. The major hard disk manufacturers have already been evaluating QC Optics' hard disk systems, and one of them has already ordered a large number of machines from QC. This seems to indicate that they make a good product. If one or more additional hard disk manufacturers start ordering from QC, they should be in good shape. And this could happen before SMIT even introduces a competing product. If major hard disk manufacturers buy from QC and have a good experience with the machines, I would think that they'd be likely to buy from QC again in the future.

I'll probably give SMIT a call this week to see what I can find out. They might be worth investing in as well, although the stock doesn't seem quite as cheap as QC Optics is right now.

Jeff
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