Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 1
The CEO's pitch at the Needham conference is fairly stock, but worth listening to:

and the corresponding presentation is here:

Two interesting things I caught for the first time:

- Sumitomo remains the lead competitor- but, they are behind in 2g because they had picked a wrong (my word) path to go down previously. (No confirmation from Sumitomo on this, of course).

- SuperPower: AMSC has only seen them bidding on government contracts - but has never seen them bidding on anything else.
Hard to know how to take that statement, since by definition we are only talking 2g bids here; and there are no 2g 'commercial' bids to begin with, even for AMSC. Still, AMSC's message is that in terms of widespread proselytization (my word!) of real 2g wire, they seem to be alone.

We shall see. With AMSC dominating the HTS Press Release Wars - for good reason, it would appear - I'm kinda thinking any of the serious competitors out there are going to stay submerged until they come up with something they think can win - and only then advertise it when they actually win won against AMSC. So, 'no news' doesn't (necessarily) mean 'no competitors'.

Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.