Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?



To: Tom Simpson who wrote (8685)9/7/2000 3:59:43 PM
From: Yogi - PaulRespond to of 9256
 
Hi Tom,
I have not had time to listen to the conference call and am just guessing.

<<Its not obvious that one could just substitute glass for silicon in a wafer fab.>> ... and get an instant expectation of a revenue stream... I don't think so but I have not looked into it carefully enough, yet.
Still, the "market" likes it.... today.

Perhaps this evening I'll be able to get into it a bit more.

Paul


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