Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: SFW who wrote (281)	2/18/2000 3:51:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Abed, you got to understand that both companies have minute current sales and both are involved in advanced filters for wireless communications, if they succeed, and both could, their sales could reach in few years their current capitalization, but I am in no position to determine which will be the winner. On a financial basis, CDTS has the advantage, on the execution side, I know not. Supposedly SCON already has a backlog of 50 plus filters, but I do not know what these sell for and what CDTS' backlog is. I figured (through backward calculations) that CDTS systems go for about $600 K, but have no way to determine what will the SCON systems go for. Zeev