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Microcap & Penny Stocks : The Microcap Kitchen: Stocks 5¢ to $5

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To: Will Lyons who wrote (27249)12/29/2004 11:26:21 PM
From: zen_lunatic420  Read Replies (1) of 120415
 
Will it's a great big market out there. Surely you must realize that none of these companies are the cornerstones of their industries? I think PPG could continue to survive w/o SOTK nozzles (are they even using them now)? ....and Dupont might just be able to survive w/o MFIC fluidizers. There are competitive products out there that perform the same processes. ....I'm just not too sure how unique either of those companies products are....and I am working at a pharmaceutical R&D site....that has neither SOTK or MFIC products.

To answer your question, I think users of the equipment would probably have a better model for recurring revenue, long-term growth, and sustained profitability. This is also what kept me out of TVIN all along.....and I was wrong there...so take that opinion for what it's worth.

As for SWTX, the architectual business only accounted for 12% of SWTX's revenue last quarter....and they say it's growing, although it's not their targeted growth area. Plasma is SWTX's targeted growth market....and their exclusive with Mitsui....and they expect growth of 30-80% growth in that segment. Look at Phillips and NEC plasma screens or some Mercedees, Land Rover, or Audi windows for an example of their work.
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