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Technology Stocks : Intermagnetics (IMG)
IMG 0.182-5.0%Nov 7 9:30 AM EST

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To: Mark Shaw who wrote (2843)7/24/1998 7:52:00 PM
From: Gerald Thomas  Read Replies (1) of 3448
 
The way I see it now IMG has
3 levels of investor interest

level 1...FRIGC....Current year

level 2...KRYOTECH ???

Levl 3....superconducting products/SMES.....2-3 years away

The hook has been for 2 years Frigc and analyst estimates of
greater than .40...per year sometimes over .60...

The current news (3 new distributors)added to the gradual improvements
with aquisitions and other gains are good ...but that
has happened simultaneously to analysts dropping coverage...
not because disappointing earnings are ahead but because explosive earnings may not be...

The irony is that both these factors occured simultaneously...
May quarter will probably be another bigger and better quarter
but simultaneously analysts have lost interest because the explosive posibilities short term may not be there...

My suggestion is to pull a rabbit out of the hat with frigc
or to go on to the next thing...

this timeframe KRYOTECH would be the only thing I could see (not including SMES which they have already shipped)

My question with SMES is if it is ready and producable...
the demand this year could hardly be less than any other year...It is like a building surge suppressor...

Intel takes a power hit manufacturing shuts down for 1 day they lose millions of dollars...

Why would they need this more next year or the year after?
Don't get it...

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