Bryan, I am sure they do not need our advice in this respect, but to add my 2 cents. First is first, they must protect their advantage in their field, once that effort (a continuing one) is well tended, they'll need to decide how to leverage their unique position to maintain growth post the bolus of rapid growth in the next five years. They can chose to develop additional markets for their technology (and I know of only few areas where $500,000 pieces of capital equipment like these have a sufficiently rapid pay back), vice versa, since by then they would have established "distribution channels" into the semi equip as well as the final semi fabs (through services and parts), they can chose to expand to additional technology(ies) serving their existing base of customers. Starting with both a new technology and new customers is like having a completely new start up with all the its attending risks, IMHO.
Zeev |
