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Technology Stocks : IBIS
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To: Robert Holmes who wrote (24)4/6/1997 8:41:00 PM
From: David Rosenthal   of 301
 
IBIS has demonstrated that can produce in production quantity, I am just saying that up to now the demand is not high enough to make them other than a small niche player. Right now, you have to have an application where nothing else but a higher quality wafer will do. Either we need more applications that require them or a lower cost to make them more competitive (I am not that knowledgable on the technology, I am just observing that the demand has not picked up enough yet to reach profitability).

I am an IBIS holder and believe in the technology, I just think that their business plan probably expected higher demand by now. I think they are working on lower cost insulation solutions.

dave
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