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Technology Stocks : IBIS
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To: Terry Blount who wrote (69)8/27/1997 9:44:00 AM
From: David Rosenthal   of 301
 
IBIS has always been a long term play with some risk. If the technology becomes either cheaper or necessary, and IBIS remains the technology leader, then the upside is very strong. They have announced a couple of commercial applications this year but you can't expect significant cashflow yet. Therefore, I agree with you that the current price (>10) is speculative. And I does look like the price movements we have seen on this stock have some aspects of a market play.

That said, I am holding because it is good technology that may pay off big and am hoping the see the price settle down some with the warrants removed. I do think some institutional buyers will hold if the price remains stable. The revenue could easily jump by a factor of 10 or 20 even if it remained a niche technology.

dave
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