It would seem that IF the stock can approach $15 ($14.50) without news (as it has), and IF big buyers are willing to pay $13-$14 (as they have), and IF they actually do book 1-3 machines (as they have indicated repeatedly), and IF they also are able to pull off some other deal such as sales of their wafer business in a way that makes sense (as in it ensures additional machine sales), then the stock should be able to blow through the Soundview $15.
you are exactly right, but it is the nature of the market.
at $4, prospects appear dismal, but at $14...wow, this is really movin'
as we know, if the story remains the same, the best time to buy is when no one else will.
this is why i loaded the boat at $4.
good luck and i'm looking forward to some fun over the next 2 weeks.
so exciting i can get little work done!
Thanks for the explanation. Wafer sales are increasing a bit - this is true. But IBIS was around 4 bucks per share with greatly improving prospects while the market yawned. I find it funny that suddenly all these things make sense, and more!
The market is always right, after all. (The market is not always right, but it always sets the prices.)
A very good week for IBIS longs.
I believe that the wafer manufacturers have already had a chance to buy that. I cannot see this happens now, may be only at some dismal price. I feel really sad for the people who are on the street. I am pretty sure that greedy Mr. Henley took care of himself very well.
Do you mean that if Ibis sells wafer business to a wafer maker, then Ibis will not be a compeditor in the SOI wafer supply business ?
Or something more subtle ?
Depends of who they would be selling to - could decrease # of suppliers by one - or create a new one, replacing Ibis :)