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Strategies & Market Trends : Grant's Interest Rate Observer

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To: Wyätt Gwyön who wrote (17)6/3/2007 5:25:03 PM
From: zebra4o1  Read Replies (1) of 62
 
Hi Wyatt,

So was Grant recommending that smart card company or just mentioning it in passing? Sometimes the guy is a bit too cryptic for me. Been looking into the company this weekend and it seems intriguing. It is kind of a classic disruptive technology - serving customers who are too poor for incumbents to care about. I see that a couple of people at SI were interested in it two or three years ago. I guess things took longer to develop than they expected and they moved on. Takes a while to change people's habits with money and get them all using a new technology. But now the company has good earnings growth and a solid balance sheet.

Hey, I hear that you are a bad poker player:)
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