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Technology Stocks : American Technical Ceramics (AMK)
AMK 35.240.0%Sep 5 5:00 PM EST
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To: JEFF CHAPMAN who wrote (46)4/14/1998 2:02:00 PM
From: Terrapin  Read Replies (2) of 83
 
Hi Jeff,

I'm new to the stock and read your IFC article - great stuff.

I don't have a firm grasp on their business yet so I was hoping you could field a couple questions. Do you have any reason to believe that they can maintain their higher margins? Recent events with Intel and Adaptec suggest that eventually the market will demand a cheaper product. You mentioned that they have a broad customer base. How much of their business is to the PC or semi groups?

I'm drawn to this stock because of their impressive numbers - they make me feel like I am picking up a bargain here. Clearly management has made a lot of good decisions and their high ownership of stock gives confidence as well.

Thanks in advance,
John
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