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Technology Stocks : IBIS
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To: MAR who wrote (205)3/9/1999 9:23:00 PM
From: iceburg  Read Replies (1) of 301
 
MAR,

I.B.M. engineers were quoted as saying that they "had barely scratched the surface" with S.O.I. technology. 1Ghz isn't bad for barely scratching the surface. I am hoping that I.B.M. has really taken a liking to the technology, in which case quaint little IBIS is quite attractive. The I.B.M. V.P. was quoted saying "The industry will move to SOI technology. It's just a matter of time." The whole industry???

IBIS can only produce roughly 2 machines per quarter. Should a customer decide to go into full production they would need a dozen of two of the machines. Maybe even substantially more. It occurs to me that in this scenario IBIS would need help producing the machines. It looks like a pretty good speculative play to me.
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