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To: Yiqun Xie who wrote (16616)7/30/1999 6:51:00 PM
From: Andrew Vance  Read Replies (1) | Respond to of 17305
 
*AV* --- not to be flippant but the business is big enough for 2 or 2 competitors. IF you were to read RadarView and the separatw report available, CFMT was trying to corner the market with its patent and become the only game in town on a very ezxquisite patented process. It looks as if both STEAG and the old YILD(now part of FSII) might be able to compete head to head. Minor setback for CFMT but at least they stop the financial drain of paying for litigation.

When the demand for CFMT type equipment reaches full potential, I question whether all 3 combined will be able to meet the initial demand. Besides, and of the companies that become too big for their britches will be taken over.

Look at the financial data sheet for this company and you will see how attractive it is compared to many other equipment providers in the industry.

Andrew