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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated -- Ignore unavailable to you. Want to Upgrade?

To: Don Mosher who wrote (447)	12/9/2003 1:02:25 AM
From: tinkershaw	Read Replies (1) \| Respond to of 2955

If you have sufficient interest, I would enjoy hearing how your modeling did in comparison to their current ramp up. Also, they bought Conductus, who was #2, and successfully defended a patent suit brought by #3 Isco. So, they have 80 to 95% of the installed units. I certainly have interest. I will have to find time to locate the old files from that project. It will certainly be interesting. So SCON is practically a monopoly in this market? That bodes very well, particularly if its product is on the uptake. Very interesting. I believe our model actually assessed the market for ISCO. There was something different about ISCO's product that created some variables as to their expected market share. Can't for the life of me remember the subtleties. 2000-2001 is kind of a blur to me. Gold fever will do that to a person, that and alcohol. But funny thing is, I hardly drank anything during that period of time. Must just have been gold fever. But that indeed may be quite the shiny pebble if the competition is falling down and the product is starting to sample in decent numbers. I will keep an eye open for the report. Thanks for bringing it up Don. Tinker