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Technology Stocks : Orbital Engine (OE) -- Ignore unavailable to you. Want to Upgrade?


To: q39 who wrote (4609)2/15/2001 8:10:39 PM
From: John M Connolly  Read Replies (1) | Respond to of 4908
 
Q39: Currently there is a large number of uncertainties around OE. The short list,Synerject,Sundiro,Earnings,
A$30M. Add to this the way the company has handled it reaction to these issues - and you have a lot of uncertainties which deflates the stock price.
I do not buy into the thought that HPDI is poisining the DI marketplace for OCP. We have been told for year that the reason for the poor quality of PR from OE was because it was concentrating its marketing directly to the OEM's.
As to improved PR from the company - there have been many opportunities and they have been just let slip away.
My major concern as I look at Orbital is that I do not see any single thing that I can point too and say - they did a great job. Frankly, management scares the daylights out of me - I want to see some execution from them. I think Dr. Mike had it right - this is a dedicated camp for engineers and as long as they can pay the bills they are happy.
John