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The CEO's pitch at the Needham conference is fairly stock, but worth listening to:

http://www.wsw.com/webcast/needham16/AMSC/

and the corresponding presentation is here:

http://library.corporate-ir.net/library/86/864/86422/items/226782/Jan07Presentation.pdf

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'.

jp
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