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

To: MAR who wrote (205)	3/9/1999 9:23:00 PM
From: iceburg	Read Replies (1) \| Respond to of 301

MAR, I.B.M. engineers were quoted as saying that they "had barely scratched the surface" with S.O.I. technology. 1Ghz isn't bad for barely scratching the surface. I am hoping that I.B.M. has really taken a liking to the technology, in which case quaint little IBIS is quite attractive. The I.B.M. V.P. was quoted saying "The industry will move to SOI technology. It's just a matter of time." The whole industry??? IBIS can only produce roughly 2 machines per quarter. Should a customer decide to go into full production they would need a dozen of two of the machines. Maybe even substantially more. It occurs to me that in this scenario IBIS would need help producing the machines. It looks like a pretty good speculative play to me.

To: MAR who wrote (205)	3/9/1999 11:37:00 PM
From: iceburg	Read Replies (1) \| Respond to of 301

Why the run up over the past couple of days? Would it be in response to the comments made by IBM? Just found this and it coincides with the run in share price: IBM, Dell announce $16 billion technology agreement Believed to be largest industry OEM agreement ever On March 4, IBM and Dell Computer Corporation announced a strategic $16 billion technology pact, believed to be the largest agreement of its kind in the information technology industry. As part of the contract, Dell will purchase storage, microelectronics, networking, and display technology from IBM for integration into Dell computer systems. In the future, the agreement is expected to include IBM's copper, *silicon-on-insulator* , and other advanced technologies. Looks like they are certainly going to deploy IBIS's technology.