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Non-Tech : The Bomb Detection Sector- fundamentally cheap
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To: stockvalinvestor who wrote (5)8/22/1998 2:23:00 AM
From: Jon Tara  Read Replies (2) of 20
 
Thanks, Kenneth!

I'm not much of a fundie, myself, so this will be helpful.

I think one key point is overall market penetration - that is, this is pretty-much a fixed-size market - there are only so many airports. How many have equipment already, and how many might be expected to eventually get it? And then, what is the replacement cycle. Perhaps there is already a high penetration, and that could help explain the low P/E for the group.

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