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Technology Stocks : Intermagnetics (IMG)
IMG 0.192-0.1%Nov 6 3:59 PM EST

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To: Gerald Thomas who wrote (3063)5/1/1999 12:22:00 PM
From: Tom Linzmeier  Read Replies (3) of 3448
 
Two thoughts on the increased activity. First, it is very constant. In times past there was more downside movement than this move has shown(so far). If there is no news pending, I'd have to chip in my opinion that some one is positioning the industry. Dimensional fund has already done this in a number of superconducting companies. Margaret Hubner said she had heard Soros maybe taking a position (three weeks old rumor). Soros had a position in AMSC last year. If so, this maybe the that the best news.That there is that there is no news. There are a number of industries that are years away from commercial sales and trade at inflated prices. Why not the superconductivity industry.
Second, It's my opinion that we will hear more on Fault-Current Limiters at the next conference call. I just saw a story in "Superconductor $ Cryoelectronics" on electric industry deregulation and its impact on the reliability of the grid.

These are only thoughts and there are times when I know, that I know nothing at all, about anything. My two cents.
Tom


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