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To: jeffbas who wrote (1298)7/21/1998 2:12:00 PM
From: ATELifer  Respond to of 2126
 
Jeffrey,
The key in any major system introduction is the willingness of
customers to place multiple orders after receiving the first system.
Even where multiple orders have been placed by customers already, the
proof is when they get the second and third systems. When we see this
happening you'll know Fusion works. Production quantities are what
count.



To: jeffbas who wrote (1298)7/21/1998 2:14:00 PM
From: csw  Read Replies (1) | Respond to of 2126
 
Jeffrey,

You are partially correct. However, I would imagine that repeat Fusion orders will only follow successful deployment of the initial systems. For a new system this could be at least 6 months+ before things have stabilised.

I am not convinced the stock will do well when orders are scarce. My best guess is that ATE stocks will report poorer Q3 and Q4 results as backlogs are reduced to zero.

csw


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