Southwall Technologies (SWTX)

[kipp440]

SWTX C.C. Indium Replacement?

I listened to the SWTX CC and they are talking about a replacement for Indium in their thin film products. Southwall is one of the largest Indium purchasers in the world and the Indium price has gone up 1000% in 2 years. They said within 1 to 3 years they may be producing products with a replacement for Indium. This could be huge, millions per year, but is at least 1 year off. I am learning that management of Southwall is conservative and not a big pumper. I was turning blue holding my breath for earnings results today. Glad I held. I think earnings per share will be in mid to low $.30's. P/E of 10 stock price is $3.00 to $3.50. I encourage all to listen to CC.

**Also said strong EURO is big plus.

Kipp