Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Helix Technology, a cold play on semiconductor equipment -- Ignore unavailable to you. Want to Upgrade?

To: Sidney Street who wrote (919)	3/9/2001 8:46:11 AM
From: John Finley	Read Replies (1) \| Respond to of 1227

I'd take all those estimates with a grain of salt, however the market for CDTS, SCON, and ISCO is big IF (and that's a big if) they can convince the providers to install superconducting (SC) filters. I've heard reports that SC filters are an enabling technology for 3G but I don't think the providers are convinced of that <g>. SC filters do provide lower loss and sharper filtering but they are "new" and require cooling (good for us). Also, I wasn't aware that major 3G deployment would occur this year. Anyway, it is a big market opportunity. It will be interesting to see how it pans out. We'll know right away as none of the SC companies are shy about PRs the moment they make a sale <gg>. JF