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


To: Larry Brubaker who wrote (7742)11/13/2000 11:26:57 AM
From: Zeev Hed  Read Replies (1) | Respond to of 30051
 
It is not very likely that Sony will license their technology, thus if that "type" of technology takes a foothold, and let say captures 25% or so of the market, you could assume that the holey's licensees will have possibly 50% or more of that niche, that translates to pretty close to a dollar a share earnings in let say 4 to 5 years. That is a start for trying to get a handle on future valuation.

SCON is back down under $6.5, not jumping in, yet.

Zeev

In edit, just got back into RDRT at $5.75, get your 2"x4" ready.