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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: geoffrey Wren who wrote (54)8/26/1998 1:55:00 PM
From: reid brandon  Read Replies (1) of 83
 
Thanks for earnings report. I sold AMK. Glad I did. A case in point: I opened my August copy of Microwave Product Digest, on the front cover is a feature of New Line of Ceramic Capacitors offered by Spectrum Control. No ads by AMK. I think their marketing needs to consider a better strategy to meet the competition.
Of course SE Asia is not building the rf goods for worldwide consumption, but that will reverse in about a year. Still, ATC parts are I believe more expensive the competitors parts; that is something that will hurt sales to some degree. It costs more to buy in Asia now, they will buy cheap and work to lower design costs even if it means using parts which are less reliable or have poor performance!
I am concentrating in the oil services sector, gotta be a change coming and I want to be in there when it does. Good luck to you and AMK. Reid
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