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Technology Stocks : Axcelis Technologies, Inc. (ACLS) -- Ignore unavailable to you. Want to Upgrade?


To: Lance Bredvold who wrote (146)10/31/2005 10:38:05 AM
From: robert b furman  Read Replies (1) | Respond to of 195
 
Hi Lance,

Thanks for the kind words.

I've respect for Eaton from the auto world.

Varian has had a long run and therefore a lead.

How many times have you seen a ni9ce niche get company.

All Acls must have is a good forward design that has advantages and the wave (300mm) could be their day in the sun.

I do believe it is yet to happen and the jury is out.

At this point it sure is an underdog and must be attractive to pick up at a discount by at least the other competitors (Varian and Amat)

Bob