Just did a little calculation of 650 wafers with a 100% die yield of 2000, selling at $9.25 would equal a revenue potential of 12,025,000. Well, there is no such thing as 100% die yield. Also, it would be interesting to know if this price is at the industry, and as more capacity/demand comes on board this price will rise/fall.
I suppose we can count on JMAR to have refined their production techniques already??? If so, could you expect 10 million, which would be a yield rate of 83%? Well, you mention their will be more expensive products in the mix and that this is actually the first of a series of products. Also, you can say that they might be able to bring on additional wafer starts if demand is there.
But, this is not a huge new business and the market in general is only 300 million. I guess this is a good first step into building a business. How the market will value it is anyone's guess.
It seems to me that the recent rise was attributed to a very optimistic market, and association with bio-chips. Was there any discussion of this business?
Regards,
Mark |
