Axcelis Technologies, Inc. (ACLS) Message Board

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Technology Stocks : Axcelis Technologies, Inc. (ACLS)

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To: Runomo™ who wrote (125)	7/27/2005 7:04:46 PM
From: robert b furman	Read Replies (1) of 195

Well they screwed the pooch as far as making money. axcelis.com After hours looks like we will dip to the mid 6's. I like the product and the market share ,but I don't like how they seem to be too comfortable about getting downsized and getting it done now. They seem to have a genetic problem - much like I lived with in GM. Big, comfortable, and not fast or lethal about "making money". Perhaps a heritage they have from Eaton?? They still claim they have the ion implanter for 45 nm appliocations. There is a timing issue with the Japanese subsidiary and I may not be used to that YET. FOR MY TWO CENTS WORTH I'M HOPING I CAN BACK UP THE TRUCK BELOW 6. This company may have the product - I'm not sure Mary Puma has the ice in her veins that is necessary to be a dynamic CEO. Outsourcing of assemblies should be done by now - Cohu got it done a year ago! Shutting down Rockdale or Rockville just needs to get done and charge it off - now we must endure 2 million in Q3 and maybe some in Q4. On top of that the CFO says they may accrue some in 06 - heck write it of NOW and accrue it however you want - it seems like they avoid the tough calls. May be genetics - that's not good. I'll wait for them to get cheap and load up the truck - their product will generate business,but these people need a hard ass CEO.

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