American Technical Ceramics (AMK) Message Board

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Technology Stocks : American Technical Ceramics (AMK)

AMK 35.24

0.0%

Sep 5 5:00 PM EST

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To: kendall harmon who wrote (63)	5/4/2000 12:23:00 AM
From: WTMHouston	Read Replies (1) of 83

The capacity info from the CC was very positive going forward. I do not have my notes with me, but I seem to recall that they indicated that the new plant in Jacksonville would triple capacity for thin film and that the capacity for MLCCs would double incrementally over the next three quarters. This is subject to editing when I get back to my notes. IMO, this earnings report is only the beginning of progressively better reports over at least the next year. Unfortunately, with the float as small as it is, analyst coverage is unlikely. The split should help with the float. The amazing part is that AMK has an annualized PE right now of less than 20 ($59/(.75 x 4)) when revenues and EPS should better than double over the next 6 to 12 months. That, too me, spells BARGAIN. Troy

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