Plasma and Materials Technologies !!!! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Plasma and Materials Technologies !!!!

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rick Hansen who wrote (259)	2/11/1997 11:01:00 PM
From: Mike Stills	of 383

I'm surprised this bit of "news" had such an impact on the current stock price and would consider unloading now while the getting is good. This news is about a year old and comes from Electrotech technology, the company recently acquired by PMAT. None of the technologists in the business ever really bought it when Electrotech released it to begin with, but the press release and analysts comments were a nicely done bit of PR. Let's face it, PMAT won't be able to compete with the giants in CVD or in any other wafer processing segment. They don't have the critical mass, customer base, financial strength or world-wide support network that the big chipmakers now insist on. They have not proven much with respect to their plasma source technology either. Their JV with WJ to develop high-density sources failed, and they can't seem to make up their mind on whether they are a system or OEM company. I think the best that can happen to this group is that they will be acquired at a reasonable premium. Lam should be interested as their CVD program has gone nowhere in 3 years. If they (or other wafer processing SCEM's are not), I'd question the viability of this "breakthrough".

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next