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Technology Stocks : PLASMA THERM (PTIS)

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To: JM who wrote (335)1/29/1998 12:53:00 AM
From: John McCarthy  Read Replies (1) of 509
 
JM

The IBD article indicated that PTIS expected to ship
$5.0 mil. in MEMS for 1997. I would guess their expected
98 shipments = $5.0 * 1.25.

With respect to MEMS, what concerns me is not so much their
ability to ship product, as to support it with bodies.

Based on the news articles recently, the buyers sort of indicated
they went with PTIS because they anticipated good "support" i.e.
a live body to hand-hold and trouble shoot.

If true, I hope PTIS is gearing up for this support.

The way these MEMS sales are coming out with such regularity,
its like we really feel into it.

Regards,

John
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