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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?

To: Stock Watcher who wrote (28076)	3/2/2000 10:39:00 AM
From: Andrew G.	Read Replies (2) \| Respond to of 52051

PCTH wireless capacitors undiscovered goldmine ? Read what some on another message board are saying: ' fund manager by: markettong 2/29/00 12:42 pm Msg: 4465 of 4495 when a fund manager or an analyst or a commentator mentions that ...the world's smallest multi-layer ceramic discoidal capacitor when installed on any given wireless mobile phone or laptop it greatly reduces EMI (electro magnetic interference) .....the new device which measures a mere .050" in diameter by .030" thickness....discoidal capacitors are widely used for filtering electrical interference noise from sensitive electronic circuits.... Posted as a reply to: Msg 1 by YahooFinance messages.yahoo.com This Company is Sitting on a Gold Mine by: has2b4me 2/29/00 6:57 pm Msg: 4481 of 4495 And they know it! Personally, I must applaud their strategy in the timing of their press announcements. First, they emphasize the value and worth of the now-profitable Aeromet division. Then they focus on all the money that will be flowing into the U.S. Aerospace division. Next, they shift the media focus to flat panel displays. They follow that with with the announcement of the world's smallest ceramic capacitor and within three weeks announce orders FOR THIS ONE ITEM ONLY which, if the pace merely stays flat over the course of the next 12 months, will produce over $50 million in cash for the company. Now, in my opinion, they're likely preparing to top it off with a new series of announcements which tap their "gold mine": the filtering division. With all the emphasis on tiny internet, handheld and satellite devices, they've got an entire assembly plant and the talented engineering manpower to capitalize upon the worldwide demand for these items. With over $100 million in orders booked in the past month alone, do you really think this company deserves to be valued at $70 million? I'd say about 3 times that, for starters! Posted as a reply to: Msg 4461 by has2b4me