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Technology Stocks : Smart Cards -- Ignore unavailable to you. Want to Upgrade?

To: NickD who wrote (211)	3/21/2000 10:00:00 PM
From: GlobalMarine	Respond to of 343

When DRXR wins the government contract in May, the stock will rock! They are currently the only qualified bidder for the Request For Proposal. Also, the company makes money, has a reasonable PE ratio, has no debt, and is the only significant player in the global lasercard market.

To: NickD who wrote (211)	3/27/2000 1:39:00 PM
From: Eric L	Respond to of 343

Nick, << A recent post stated that DRXR has 85% of the world's smart card market >> "opticaleddie" reported in post #192 that Drexler Technology had "85% of the world market". I don't follow optical cards too closely, but I presume that the 85% refers to the percentage of market share in optical cards, not the smart card market as a whole. << these folks look like the current gorilla in the sc market. Your take? >> Again, I am a bit week in the optical card market. I am not sure what standards govern it or how open or proprietary Drexlers technology is. Also don't know current market size or potential of that market compared to serial memory or IC cards. Perhaps "opticaleddie" can comment. - Eric -