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Technology Stocks : Superconductor Technologies : SCON -- Ignore unavailable to you. Want to Upgrade?

To: big run who wrote (533)	2/29/2000 12:44:00 PM
From: Robert Rose	Read Replies (2) \| Respond to of 903

Now at 95. Covering/going long continues.

To: big run who wrote (533)	2/29/2000 12:58:00 PM
From: Foo Bar	Read Replies (1) \| Respond to of 903

Perhaps most of the people on this post are technical traders which I am not, so what I am about to say may not apply to the technical traders. The entire wireless segment, from infrastructure (i.e. SCON, CDTS) to middleware (i.e. PUMA), to application (PHCM) will be where fiber optics was last year and so far this year. There are currently 87 million cel phone users. Of which, 2% of them have converted the cel phone to be their permenant phone. And this percentage is on a increase at a pretty good pace. As the providers' coverages get better and rates get cheaper, this percentage will get even larger. Further more, having said that, we ain't see nothing yet. The wireless internet access is really where the action will be and we have started to see the momentum picking up in those application areas. Major wireless web applications are led by PalmPilot, and sprint PCS phones, among other leaders. When this segment becomes main stream, the current cel base station is really not up to par to handle the traffic demands. What drove the carriers (i.e. AT&T, MCI/Worldcom, sprint, Level3, Qwest...) and the utility companies (i.e. Williams, Enron) to invest zillions in fiber optics infrastructure? It was because of the huge increase demand in accessing the net from the end users (i.e. enterprises and comsumers). A new wave is around the horizen - wireless net access. But this time, the infrastructure play will be the base station capacity, exactly the same as backbone capacity that got started last year. SCON has the right market cap to start attracting institutional investors. So we have the right technology in the red hot market at the right time. My two cents!