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

To: John M Connolly who wrote (4620)	2/18/2001 8:58:57 PM
From: John M Connolly	Respond to of 4908

I forgot: Mitsubishi is having problems in China chinaweb.com John

To: John M Connolly who wrote (4620)	2/19/2001 1:15:54 AM
From: q39	Read Replies (1) \| Respond to of 4908

Highly unlikely that Honda got involved with Sundiro for the sinister purpose of squelching Sundiro's 2-stroke DFI development. If they have done that, then it is inconsistent with their standards and their innovation, and other companies are gonna kick their A** unless they can successfully buy out all competition. Thus, Sundiro is fine. No, I have no bottom target for OE. My opinion is as I have stated, there is no auto projection in the share price right now and OE is probably taking care of business. I don't think earnings at this point matter to the savvy and knowledgeable investors, as they realize OCP's adoption is just beginning and additional investment may be necessary to realize the multibillion dollar earning potential. Revenues are not in the same order of magnitude as they will be and costs are about the same and maybe even higher. Pretty sure that all the analysts that follow OE agree with me on that point. I like OE's irons in several fires. You can't hit the target unless you shoot. However, if market instability accelerates here, margin investors will get hit again and OE will likely follow as it is so thinly traded. The poor guys can get whipsawed over and over. Concern for the small investor is why I wish OE would do a little better job communicating. I don't think the institutional investors in Australia are going anywhere as they know the earnings are gonna come, and there aren't any institutional investors to speak of here. In fact, just the opposite of selling, large investors in Australia and Sunshine Club members will continue to pick up crumbs from margin sellers and those who panic. OE has seen significant repatriation of ownership to Australia in the past year. I can think of two ways that the downtrend could be reversed in a down market (basically I mean the NASDAQ as it is more reflective of growth stocks). First is for Siemens to sell its share of Synerject at a price in the range in which ING Barings valued it (that is, $120 to $150 million Au). In that case, someone who knows the business best would be affirming the potential of OCP in marine/motorcycle/scooter with their money and their commitment. Simple arithmetic then says that OE's share of Synerject is worth about $1.50-$2/ADR. And since manufacturing earnings are much smaller than the intellectual property earnings to OE, a sell of the Siemens portion of Synerject in this range would confirm that OE is worth more than the current price without any other prospects. I personally hope Siemens does not drag out long. Investors are saying to OE show us you will follow through and many are doubting they will; the Siemens desire to sell makes many believe that Siemens is also doubting the future of OCP (and I think these investors are way off, but it's their money) creating the uncertainty that started this latest downturn. The second way of course is for new significant customers (such as Delphi) to be made official.