CIC/T and LNOP

arealchinese

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2003-07-16
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Both look great for the next few years. You only need several months of patience to see them burst into the sky.
 
是certicom吗?
 
嘿,俺刚好有(3.5),因为比较看好,前些日子4.8都没出,
因为看起来象中国的妖股,比较有意思,
这家公司很负责,我这么小的股东,还给我寄来了年报,
只有一个产品,ECC加密算法,所以收益时好时坏,
在美国有好几处办公室sublet不出去,可能是当初泡沫大时租的,
还有好多细节,看得头疼。
 
They become standards now in US

They got recognized in US government as their standard security ECC. Many government suppliers will have to use their technology. Recently, they have General Dynamics (a billion $ comapny) licensed their patents. This kind of revenues will accelerate in teh next few years as the transactions over internet increase. A lot of future! You only need some patience.

LNOP is in a similar case but in different business: network processors. They got Huawei. CSCO and the others will follow.
 
They of similar size

CIC (Toronto) and LNOP (Nasdaq) are of similar size ($100M cap), very small, and have similar revenues ($10M/year). They're both debt free and with plenty of cash in hands. More importantly, they have the best technologies in their own business area and focusing on one single business.

They're still in their infant stage of business,just beginning to generate sales. You need patience with them, like you were buying MSFT or INTC 20 years ago. It's a fundamental play not suitable for daytraders or technical players.
 
Technical Analysis

Technical inidcations show that LNOP just dropped below an important support, which means near term down trend. Next support at around $8. That will be a buying opportunity. The long term future looks ever bright. Recent drop is mainly caused by some impatient investors' reaction to delayed NP2-sampling (Q2/05 instead of previously announced (Q4/04 and Q1/05). Near term risk: further delay of NP2 possible.

CIC looks very inetersting. It's in a accumulation stage. It can go either way, but with more chances to go up. It seems a major jump will take place soon as indicated by an extended narrow trading range and low volatility (narrow Bollinger bands). Near term risk: breaking 20 sam line and touch the lower B. band) and sales report due early March.
 
CIC 今天升了21.73%. 有谁赚了?
 
cic 应该多少价格抛? 会不会涨到10元?
 
要直接上10刀,是有难度的。

1)除非这公司给人收购了
2)需求远远大与供给,目前只有0.1%的机构持有率。

所有都是有可能的。问题是是否愿意用自己的投资去赌这一把。
 
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