Dear Crossy - hope your exam went well. Yes, I agree with you concerning AMUT potentials. IMHO, it has been hitting all the right notes except one, namely, the perception that it is tied to the troubled economies. In a way, I suppose there is some validity. However, if people look at it with proper focus, it is actually a plus.
Here is how I see it, it has some strength in the US market, albeit it is in a lesser known category. As far as the SE Asian markets are concerned, while the turmoil there may be a negative for many multinationals, AMUT products can be viewed as cost-cutting expeditures, e.g., the potential deployment of it DigiCop SDSL product will enhance productivity without significant increase investment cost is a sound proposition.
Of course, to be fair to the newcomers of this thread, IMHO, it is important to understand that AMUT is probably best for aggressive investors who can tolerate a fair amount of uncertainty due to the illiquidity of the co.
Best, Bosco |
