TSXV:VER.H - Post by User
Comment by
everswannon Feb 07, 2008 3:03pm
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Post# 14334099
RE: Going long - More contracts expected
RE: Going long - More contracts expectedEDO now ITT was considered to have the worst tech at the time, but where the first supplier in the market.
Then they got a truck load of orders.
Now, VRS was supposed to be dead.
Analysts don't know. I don't know. We would have to buy and test both technology.
One competitive advantage for VRS is that I can selectively cancel certain wavelenght and leaving other undisturbed. Not the case for EDO.
But whatever DoD does, who knows.
So far, they seem to want to split the order evenly. EDO has got any new order since Oct 07.
My guess is that VRS will get another multi-year order based on Crew 2.1 money.
Then we enter Crew 3.0 and the bids start again.