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

To: Maurice S. Green who wrote (212)	3/19/1999 10:17:00 AM
From: iceburg	Respond to of 301

I think they can make 2 machines per quarter and they could ramp up somewhat. However, according to research done by Josephthal, for full production a customer would need 25-100 machines. IBIS will need a lot of "help" should they get a large order for their machines... At $4M per machine you start to get the picture. At $20, IBIS only has a market cap of $140M. I have heard that there are multiple companies that have taken an interest in deploying S.O.I. technology. Potential customers include Intel, Motorola, I.B.M. to name a few. I.B.M. looks like a lock considering their coments at that conference and the DELL press release At $4M per machine you start to get the picture. At $20, IBIS only has a market cap of $140M. Stock has a lot of upside potential left and IMO is still undervalued, even after this nice little run. Steve

To: Maurice S. Green who wrote (212)	3/19/1999 7:03:00 PM
From: dmcl	Read Replies (1) \| Respond to of 301

Ibis can make 16-20 machines a year now. They just recently expanded their facility!!!!!!!! In addition, a major semi equipment manufacturer can certainly help them in a bind if the right deal was struck. There is so much upside it makes me giddy and yet I am patiently and calmly waiting for the whole picture to become clear which should be within the next couple months. Good luck and visit the yahoo board for a lot more company (fans of ibis).