Rubicon Technology Inc (RBCN)

[cash2go]

2011 - analyst continue probing for weakness, who is behind the huge short positiion?

But I can say, based on what I see today, that 2011 will be a good growth year for us and for the industry and a healthy year.

Bill Weissman

For the next year, the 6-inch contracts we have, the $71 million, a vast majority of that is for 2011. And as the volumes ramp every quarter, the significant piece of that is in the second half of next year. So we have good visibility on revenue in the second half of next year at very good margins already.

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Back to the 6-inch future

First, as I mentioned earlier, those companies which are either major electronics or well known LED chip companies which are technologically savvy and also have a capital to support it are moving towards 6-inch. We are working with a number of customers at various stages from early valuation to R&D to prototype to large volume.

And I believe because this 6-inch capability does provide them the cost advantage and also in many cases, performance advantage and ease of manufacturing and all the attributes associated with that. And so far, I believe that many of those companies who have those capabilities are focusing on the larger diameter.

And especially, some companies have a major decision to move from 2-inch to 6-inch without going to 4-inch, of course those companies which had a product development of already 4-inch, they plan to move 4-inch to 6-inch. So it's a mixture of it. But we feel very strongly that there are a number of major companies who we are working with and we are in various stages of qualification process. And we feel strongly that this trend will continue because of the advantages of what the large diameter provides to the electronics or the chip companies.