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Investment Analysis Clubs / Kua`aina Partners


Subject:  Re: Superconductor stocks are hot Date:  2/23/2000  8:58 PM
Author:  vascdoc2 Number:  7789 of 26379

Mike: WRONG! If Japan is going to be the key near term market, then you better be acutely aware that size matters! Wireless base stations in Japan will likely be in very cramped quarters. Calhoun of ISCO had better change his thinking here soon or they'll see lost sales to SCON and CDTS.

I might buy positions in all three, but I'm keeping the weighting higher in SCON.

Good point Mike. That certainly puts it into a better perspective for me.

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