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Technology Stocks : IBIS -- Ignore unavailable to you. Want to Upgrade?

To: tom r. phillips who wrote (38)	5/21/1997 4:09:00 PM
From: tom r. phillips	Respond to of 301

traded as high as 9 late in session, breaking through a lot of overhang between 7 and 9 on heavy volume. intraday chart shows a lot of institutional participation via 50k+ share trades. (i bought warrants, ibisw, at 2 5/16 this a.m.)

To: tom r. phillips who wrote (38)	9/1/1998 3:27:00 PM
From: HerbVic	Respond to of 301

This is from the Aug. 6, 1998 CNBC interview with IBIS TECHNOLOGY CEO MARTIN REID. EXCERPT: Mark: You mean, when you say one times I take it what you mean it will still cost twice much has to other technology. The bulk technology, of a silicon 8-inch wafer typically costs about 100 dollars per wafer, and when we do our process on it you, add about another 100 dollars, in large volumes, and the advantox process. Mark: Aren't you facing uphill battle though? Because in the electronics industry the rule is prices go down and if people adopt your chip technology they ether have to cut costs somewhere else when they make products or raise their prices. Well, all of the fabs and all of the semiconductor industry are constantly looking -- look for ways to improve the semiconductors, if you can reduce your power to one third or one fifth what you are using plus increase your speed, in some cases, 35% in some cases, two to three times your speed, an extra you know 10% cost is not a problem. Mark: Okay so your pitch is spend money up front with me, you will save money further down the line? Absolutely. END EXCERPT Source: NASDAQ NEWS nasdaq.com./asp/quotes_news.asp?symbol=9999&selected=IBIS&prevselected=9999&news=MARKET In view of the current stock price, I thought it might be appropriate to review the justification for buying IBIS. I believe that his reference to a 10% cost increase was relative to the finished product. EXCERPT from earlier in the conversation: Well, the substrate costs maybe one to two times more than the regular substrate but the end wafer cost only increases about 10%. END EXCERPT I'd have to say that this stock has been over sold during this market correction. Long IBIS, HerbVic