Selling the Mesa furnaces will not be a slam dunk. There is at least one and probably more companies in China that make knockoffs of the GTAT ASF furnace.
This company was selling DSS Silcon furnaces soon after the first intro into China. Although the recent Tera Xtal indicated sales prices in the $700K range these Chinese companies will severely undercut that price.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.