Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: robert b furman who wrote (149)	1/13/2006 9:30:00 AM
From: robert b furman	Read Replies (1) \| Respond to of 195

Recap on Needham webcast. Mary Puma did not issue an updated guidance. She recapped that last quarter's miss was the result of timing orders and shipments. This quarter, orders were up more than 50% - very upbeat. She made projections on large buyers of ion implanters and indicated Acls will be the tool of record in the majority of buyers and that Optima HD (New product with market share gain potential) will begin to ship inQ2 and double digit system shipments in 06. Most buyers of Optima MD are adding on and it will continue market share gains also. Had a very good technical discussion of why Optima MD and HD add up to needing fewer tools and large cost savings Plus production speeds and less contamination. Spent a lot of time as to why Spot beam is better than Ribbon beam(Varian the big dog in sector). Sounds good and it does seem to be well thought out. If true, Acls will make revenue gains and this little jewel will be a 6 bagger by year end. I've heard enough good pitches from both sides to admit to just confusion. But if the market proves these claims to be correct, buying it the low 5's will look like a guru call - not to mention buying back of book in the low 4's. It did sound good and I bet we have a good day today. Bob This stock is a good value play on a company that has real products and has differentiated itself from the leader in the field. I have a sneaking suspicion they may just knock the ball out of the park. I admit to having a lot of respect for their originator Eaton.They are a large manufacturing company with automotive roots and by far the best products. Over time they've remained extremely automated and therefore compete on price, while still being in the US - that says something to me.