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Technology Stocks : PLASMA THERM (PTIS)

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To: JM who wrote (187)10/28/1997 10:16:00 PM
From: John McCarthy  Read Replies (1) of 509
 
JM

Thank you.

I asked - as you probably guessed -
to get a feel for the size of the photomask piece.

Hard to say if any of that business is at risk for
'97 because of the recent turmoil. And I wanted to
get a perspective as to how big it was in '96.

In addition, as you know, we have the Tawain piece of business
coming up for December/January ($7.0 mil.) and I hope it is not
impacted by the turmoil in Asia.

Regards,

John McCarthy
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