PLASMA THERM (PTIS) Message Board

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Technology Stocks : PLASMA THERM (PTIS)

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To: JessiDani who wrote (254)	12/13/1997 12:18:00 PM
From: John McCarthy	Read Replies (1) of 509

JessiDani Thanks for your post. And I want to go out of my way and say I envy your writing ability. You wrote down some ideas that are ordinarily difficult to express in writing. I have reached a simple conclusion with respect to PTIS and other stocks. The market in general now recognizes several prospects: (a) the potential bankruptcy of the country of South Korea (b) a mis-guided Asian business model. Namely, performance is measured on growth in market share as opposed to earnings. (c) This business model has been successful so far because the financing was always their to help it succeed. (d) The debt has now reached such a size that foreign investors are running out of the countries, which is leading to multiple currency attacks ... i.e. genuine investors fleeing and hawks playing games with the currency for profit (e) South Korea is looking at a historic Depression, in part brought on because they refuse to take any action .. i.e. they are in a state of shock and just can't do anything ... (f) To some degree, historical sales to Asian countries were in effect, bogus , because if they used the same business model we did - earnings - then some American sales to Asian companies would never had happened because the companies would have been out of business long ago ... (g) We are tied to this mess because we are tied to Japan and Japan has lent heavily to South Korea. (h) Were it not for the fact that the Japanese are heavy savers the *hit would have already hit the fan. (i) and so on. Regards, John McCarthy

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