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Technology Stocks : Plasma and Materials Technologies !!!!
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To: davesd who wrote (198)10/12/1996 2:55:00 PM
From: Robert Henry   of 383
 
Dave, et.al., I went to the PMT shareholders meeting this week. Although, I didn't hear a lot of new information, I left the meeting confident about PMT's strategies.

Between Samsung, Hyundai and LuckyGoldstar, it looks like four new fabs are being built in Wales and Scotland. They said they were not in communication yet w/Samsung regarding their new fab, but I got the impression they might have some success w/LG. They didn't mention Hyundai and I forgot to ask.

The interesting thing is I bought shares in PMT because of their MORI Source technology and I believed they were well-managed. However, it looks like MORI faces more competition in deep etch than ForceFill and ForceFlow face in deposition. Rather than getting Force sales in conjuction w/MORI sales, it very likely may happen the other way around.

I liked that the management had a clearly stated and ambitious mission statement. PMT wants to become the leader in etch and deposition.

I think, one way to gauge the success of this acquistion will be to watch the Force sales. Apparently, Electrotech has little expertise in sales and support. Until three years ago they had been content w/their little niche. Now, they will have an aggressively managed US sales force marketing their products. My guess is Applied and LAM (and a number of small equipment companies) are getting more than a little peeved at this puckish "little" company.

Last thing: another reason PMT wanted to expand (in a time when the "big boys" are shrinking) is that they had been told by TI they had to if they were serious about being a TI vendor. The threshhold for consideration was $100M in revenues and worldwide sales, service and support.

--Robert
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