SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Southwall Technologies
SWTX 46.990.0%Jul 1 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Skeeter Bug who wrote (1002)12/28/2000 12:59:01 AM
From: TBF  Read Replies (2) of 1143
 
I believe that by the end of this q4, all PMs in Tempe and Palo Alto will be capable of operating at or near design capacity. The company remains production constrained for XIR film, which mgt. claims has in the range of a 40% gross margin. Thus the company would appear to have the potential to be quite profitable in 2001--even with ongoing startup costs in Germany.

SWTX mgt. may not have foreseen the pricing environment for AR film when it purchased PM5. Given the falling price of monitors, I would assume that manufacturers are putting great pressure on their suppliers to reduce prices of the components used in monitors.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News