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Microcap & Penny Stocks : Isonics Corp. ISON -- Ignore unavailable to you. Want to Upgrade?

To: William T. Katz who wrote (971)	12/1/2000 12:58:48 PM
From: redbird	Respond to of 1099

I talked to ISON today and the future sounds interesting. 1) They plan to sell to the silicon makers. This would put them at the fountain head of the silicon process. 2) No one else would need to change their process. Silicon makers would make crystals, which would be made into wafers, which would be made into chips. 3) They have producers in Russia, Georgia (the country, not state), and are ramping up in US. 4) The processes work and do not add much to the price of silicon. The biggest challenge is showing that they can reliably deliver massive amounts. This makes Russia and Georgia a problem, and the US ramp up a big help. 5) The process works with other base materials used in cell phones. Once they prove the supply chain is stable, sales and profits should move up. I am in with my gambling money. Volume and Price are up. Redbird

To: William T. Katz who wrote (971)	12/1/2000 3:35:50 PM
From: Joe NYC	Read Replies (2) \| Respond to of 1099

Bill, If someone like AMD wants to make their Palomino chip with pure Si-28, how many chips does that equate to. And would it be easy to use pure Si-28 for some small % of CPUs and switch over to regular Si wafers for rest? If there is any truth to the speculation, and AMD uses ISON wafers for Palomino, they would use it in their Dresden fab, which, when fully equipped will have a capacity of about 5,500 wafers per week, or about 250K per year. But the facility is now at somewhere between 1/3 and 1/2 the max capacity. As far as whether AMD could use some ISON wafers and some regular, I have no idea how interchangeable the wafers are. I guess the need would be for the highest performance parts and for mobile parts. Joe