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Technology Stocks : Axcelis Technologies, Inc. (ACLS)

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To: robert b furman who wrote (116)5/19/2005 5:33:32 PM
From: Runomoâ„¢  Read Replies (1) of 195
 
Hi bob,

Above water holding period...I'll drink to that :)

As you rightly say the cost restructuring efforts are great, targeting $87 million for the breakeven level, and the closing of the gap on margins between the 300mm and 200mm tools are potentially very significant imo...the concerns are well known, and I think already well reflected in the price BWDIK,

Mo
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