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Technology Stocks : PLASMA THERM (PTIS)

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To: C. Shivery who wrote (281)12/24/1997 12:59:00 PM
From: JM  Read Replies (1) of 509
 
Appreciate the feedback. I too believe the price to be in bargain territory right now. My only aprehension is the Asia connection and the fact that 30% of PTIS current revenue is generated in this region. This could slow sales to that region and perhaps squeeze margins a bit next year. In your opinion, how many years before MEMS production ramps up, and hence the need for PTIS equipment?
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