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Technology Stocks : PLASMA THERM (PTIS)
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To: John McCarthy who wrote (348)2/4/1998 10:04:00 AM
From: Dave Baker  Read Replies (1) of 509
 
John... I looked at BEIQ and IRSN - It appears they're in the business of fabricating MEMS products. PTIS, on the other hand, supplies the equipment for etching the silicon chips. In this sense, would not BEIQ and IRSN be prospective customers of PTIS? Who are PTIS's direct competitors? From the quote attributed to the official at the University of Tel Aviv (see recent PTIS news release), it appears that PTIS has no competition able to perform on a global basis.

Dave in KC
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