SOITEC, Silicon-On-Insulator TEChnologies Message Board

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Technology Stocks : SOITEC, Silicon-On-Insulator TEChnologies

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To: kinkblot who wrote (33)	11/25/2001 9:14:44 AM
From: John Finley	Read Replies (2) of 83

Who woulda thunk that a PS of 6 woulda been the buying opportunity? As you say, it turns out that they have a shot at justifying those valuations. The question is is how much is locked up in IP and a tech lead? The company’s share of the thin-film SOI market is currently greater than 80 percent. It's just amazing to me that Smart-Cut is possible as a production process using 200 and 300 mm wafers. Then again, if it were easy... Thanks for the update, Will! JF

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