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Technology Stocks : Plasma and Materials Technologies !!!!

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To: davesd who wrote (219)11/24/1996 11:17:00 PM
From: Peter Dierks   of 383
 
All anyone has to say is that while virtually all of the semiconductor stocks have experienced large share price increases PMAT has languished. Why? Has the market overlooked a golden opportunity, or have they correctly assesed the near future for PMAT?

I don't know. All I know is that they are near the price I paid for my shares and while I would consider selling the amount of investment is not significant enough to cause me that much concern.

Their technology is great but if the equipment manufacturors experience a slowdown they will be caught before the next round of purchases and their lead will have evaporated. The purchasors will ten likely buy from AMAT or LAM.

I hope these guys succede.

Peter
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