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Technology Stocks : IMPX - When Will the Dead Money Awaken?
IMPX 6.210+13.3%Oct 22 3:59 PM EST

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To: Zeev Hed who wrote (278)4/6/1998 11:01:00 AM
From: slob   of 532
 
Zeev, Lets get the TAM, PEN, AUP and calculate LNR for EL drivers.

I'll try to get the Dataquest numbers, however, in areas like this dataquest is very unreliable.

If we want to calculate Gross Profit we need IMPX's die size and an estimate of their yields. It should be possible to get their wafer processing costs from their foundry business.

Seems to me that this is a good product bet, it is very much in the same direction as SIPEX is heading. Look at their graph if you want to see what earnings acceleration can do for your stock price!

Slob

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