IBIS Message Board - Msg: 8407294

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Technology Stocks : IBIS

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To: Maurice S. Green who wrote (212)	3/19/1999 10:17:00 AM
From: iceburg	of 301

I think they can make 2 machines per quarter and they could ramp up somewhat. However, according to research done by Josephthal, for full production a customer would need 25-100 machines. IBIS will need a lot of "help" should they get a large order for their machines... At $4M per machine you start to get the picture. At $20, IBIS only has a market cap of $140M. I have heard that there are multiple companies that have taken an interest in deploying S.O.I. technology. Potential customers include Intel, Motorola, I.B.M. to name a few. I.B.M. looks like a lock considering their coments at that conference and the DELL press release At $4M per machine you start to get the picture. At $20, IBIS only has a market cap of $140M. Stock has a lot of upside potential left and IMO is still undervalued, even after this nice little run. Steve

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