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Technology Stocks : American Superconductor (AMSC) -- Ignore unavailable to you. Want to Upgrade?

To: SemiBull who wrote (282)	11/12/1999 9:26:00 AM
From: WTDEC	Read Replies (1) \| Respond to of 973

SB, I think AMSC is THE pure play in superconductor technology. IMG is, in my view, a supplier of a diversified array of products involving magnetic components. (This does not mean IMG is a bad investment, only quite different than AMSC.) I owned ISCO but bailed when they did the death-spiral convertible. Kyosera, and others, in Japan as well as some large US firms--GE I believe is one--have superconductor programs. These firms are so large that the s/c programs have little impact on the company and tend to get buried so it is hard to know what they are doing. I do know that AMSC is making great progress. AMSC has a section in it's SEC filings on competition which is worth reading. Have you been able to do any analysis of who holds patents in this area? Regards, Walter