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Technology Stocks : IBIS
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To: eric lerner who wrote (256)4/16/2000 6:00:00 PM
From: FARRIS  Read Replies (1) of 301
 
IBIS is supplying this technology to IBM, Samsung and Bookham based on all I have read. They are taking the ball and running with it. IBIS makes the ball. I really think that the world is in for a shock when they find out what IBIS really is. This slaughter of IBIS stock is outrageous. We are now down to a market cap of $300-350 million. Give me a break. How are you going to build a profitable company with IBIS' assets for $400 million? You could not even get started for that kind of money -- the history of IBIS shows that the technology they have developed was started elsewhere -- on someone else's dime. They just made it work and fine-tuned it. This company is 3-4x undervalued right now. I cannot see it any other way. If BKHM kicks some butt with its new $300 million cash infusion -- look out for it and ETEK (which means JDSU). All of these companies are now in the sack together -- I cannot wait to see what produced in the near future. I do not think we will have to wait nine months to see the first wave -- if you follow the analogy.
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