|
Just a few more prompts (a bit scrambled, sorry, as it comes out of my block): - Waferpiercing rollout is scheduled for January 2002 but I got the impression it could be a few days earlier, the company appears to be conservative with the date (JMHO). It will not be next week or next months, for some tests have to be completed. What takes so long is this darned temperature cycle test (which is a simulation of "aging" of the connections). You can do absolutely nothing to accelerate this, just have to raise the temperature and lower it again and have to check the connections every 100 hours. After this they will start with a test where a haze of saltwater is sprayed upon the wafer (don’t know the appropriate English word for "Salznebelsprühtest"). - This is just from hearsay but I learned the test results so far are overwhelming. - Right now there are two wetbenches in Col. (the big one and a very small one). Nanopierce will buy a third bench any time soon. Dr. Wernle told us the reason for this is that they want to separate R&D from the production process. You have to make save that you are using exact the same chemical composition and the same time frame for the waferpiercing process, you have to be very accurate because it is a very short time (because you need very little nickel for the connections – traditional wafers need hours, Nanopierce just minutes). You can`t ensure this while some other staff member is trying out something new. - Paul Metzinger stated again there will be no equity financing while the stock price is so low. Paul Metzinger and Dr. Wernle answered a question if there will be a buyout: They are ruling out this before the stock price is at a level which would make all of us feel very comfortable. - Dr. Wernle sees no competition from other companies now. They are following all the important publications very closely but are very confident they are superior to any existing technology. - No money is needed now, no money will be needed in 2002. They have secured now that they have access to financing if they want or need it. There are enough people in the background now who will be ready to provide liquidity, that is the reason why Stan Richards and a few others attended the OH. - The PR campaign in Germany will start any day soon. It consists of Radio broadcasting and TV broadcasting along with other activities. This should increase the volume in Frankfurt quite significantly over the next few months. I did not succeed in learning which TV channel will be broadcasting the NPCT story, but I heard it will be a respected one. There are some activities which are planned for the US markets, too. - One of the next goals will be to eliminate glue from the Waferpiercing process. - They are considering "financing segments" for the different products (Waferpiercing, SmartLabels, LEDs) to make sure they have sufficient liquidity for every product. When asked, company officials clearly ruled out that the reason for this decision was that there might be a break-up of the company into several divisions. - The big players are sending many, many test wafers (no one asked them to do so). - Paul Metzinger told us "We are exchanging technical data with big players now and this is highly sensitive and it is unusual that a big company sends you its data after they have tested. It shows how close we are. There is only one critical step left now: Pricing information, the most guarded information in the semiconductor business, this is the next and last step to follow." - Expect no big revenues in the 10k. It will be out next week. We will see "something" before year’s end, but nothing close to a million. Next year we will lift off (this was not new but they reassured us). Two smilies from Dr. Wernle at last: "Most of the new technologies have been invented by small companies, not by the big players, they just adopted them. Well, there are exceptions: The C4 FlipChip process is that complicated – it has to be directly from IBM." "Our patents are safe. Our first patent says "any hard particles on any surface with any metal coating". To be honest, the first time I read this I could not believe you can successfully file a patent on anything as ambiguous as this. But it’s true." There are gadzillions more details, but this is the summary I can think of. Maybe Hackertom or voitsi can comment if they agree with the picture I gave. Best regards Finnegan >>>>>>>> Hold NPCT and prosper Jetsia |
|
| aus der Diskussion: | NPCT Nanopierce Technologies WKN 916132 Thread V |
| Autor (Datum des Eintrages): | jetsia dax (21.09.01 05:54:02) |
| Beitrag: | 54 von 329 (ID:4468310) |
| Alle Angaben ohne Gewähr © wallstreetONLINE | |