Technology Stocks : American Superconductor (AMSC)


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To: Zeev Hed who wrote (203)2/6/1999 10:52:00 PM
From: Wafa SHIHABI of 763
 
Sorry Zeev, I don't see that they are competing with maxwell anymore than they are competing with IMG or SCON for that matter. Each is taking a different niche in the business, and developing its own know-how and experience in it.

I am not very familiar with Maxwell, but from what I can tell they are more into the MRI and consumer electronics side of business. Maybe they are more in competition with IMG in that regard.

I would agree with you on two counts though. The first is that there are some common and shared hurdles to be crossed by all of these companies working on superconductivity. A breakthrough by one, would influence the destiny of the others. The other is that each company must balance its cashflow resources and product pipeline in order to survive. A problem that is haunting IMG and ISCO, in different ways, but producing the same effect; a sunken share price.
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