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Technology Stocks : Axcelis Technologies, Inc. (ACLS)
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To: Lance Bredvold who wrote (94)2/18/2005 9:51:02 AM
From: robert b furman  Read Replies (1) of 195
 
To All on thread,

I've just begun monitoring this company and have read this entire thread.

As is often the case of IPO's the initial valuation implodes as 9it did with this stock.Eaton dumping at depressed levels was the final insult.

All that adds up to a good opportunity for long term accumulation and new highs but ona long term time period.

I like the looks of this stock and currently am of the opinion that the real work horse that will drive future profitability is just being announced as an actual product.

With 15 300 mm fabs coming on stream most of which are implementing .65 nm processes - I believe those companies that have developed, through R&D, new manufacturing techniques stand to prosper over those that have not evolved.

One of these new manufacturing techniques deals with single wafer processes.

Little is heard about this and I think it is a vastly under discussed concept that is synonomous with 300mm fabs.

Axcelis is going to be a bigger benefactor of this new approach and this PR is about their long awaited new implantation device that feature single wafer application.

Axcelis is ahead of Amat in this category and I think this will drive the stocks price up.

siliconstrategies.com

Bob
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