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Technology Stocks : Plasma and Materials Technologies !!!!

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To: Zeev Hed who wrote (236)12/18/1996 6:13:00 PM
From: Carl R.   of 383
 
Zeev, didn't you hear it when Robert told us both to get lost?

So PMAT Q3 combined sales would be down 33% on a pro forma basis
from Q2 sales on a pro forma basis? I just did a quick look at
some of the other companies to see how that result compares:

Q3 vs. Q2
NVLS Flat
AMAT -23%
LRCX -27%
MTSN -40%
GGNS -45%

It appears to me that PMAT/Electrotech is experiencing results
typical to the industry. They are better than some, and worse than
others. They don't appear to be the special case that can sustain
sales through an industry downturn, though.

Carl
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