American Technical Ceramics (AMK) Message Board

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Technology Stocks : American Technical Ceramics (AMK)

AMK 35.24

0.0%

Sep 5 5:00 PM EST

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To: Terrapin who wrote (47)	4/14/1998 2:28:00 PM
From: JEFF CHAPMAN	Read Replies (1) of 83

Thanks John, Remember re: margins that AMK doesn't really source for commodity components that INTC and ADPT demand, more military and MRI and satellite type apps. I'm not aware of AMK's specific customers, but I suspect the weakness was in SEA or US players that supply to SEA, as there still are strong economies in Europe and here. Certainly AMK is cheap here but due to earnings uncertainty may remain cheap... Sanmina reported good numbers and may be a signal, that's the higher end chip area you need to watch and then realize that AMK may lag their recovery by 1-2 qtrs. Buy AMK to hold for 18 months or more and I think you will outperform the market, imo.

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