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

To: Steve Lee who wrote (921)	4/8/2000 10:33:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Steve, yes, I still think this future valuation could be in the cards. Of course, there are a lot of "ifs", just like the scenario for VLNC in the $50 to $65 range. The market has to continue to discount possible future dominance in the field. I figure that the filters field will be a market of around $2 billions annually (100,000 systems at $20,000 each, very rough numbers), and once the market has visibility of these numbers (ongoing shipments and better clarity of pricing), and that CDTS will be if not the leader, at least a peer leader with SCON, I think both companies could sport capitalizations in excess of $2 Billions each. In short, close to 10 baggers. Mind you, if we get into a bear market, the willingness of the market to pay for such future unknown dominance will be reduced, if not evaporate. I am back in both CDTS and SCON because short term I see a rising market, and even the swoon down I expect for May (and it is by no way assured that it will happen, since now I am seeing too many people talking about a retest, but I expect this talk to be replaced with dipsters exuberance within a week), will not be, IMHO, as severe as last week debacle. By the way, where were you during the fun of the first two days last week? It turned out that my "vow" late Monday, not to look at the market Tuesday morning was quite helpful. Zeev