Plasma and Materials Technologies !!!! Message Board

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Technology Stocks : Plasma and Materials Technologies !!!!

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To: Zeev Hed who wrote (341)	2/27/1997 10:38:00 PM
From: davesd	of 383

Zeev, at this pace PMAT will run into trouble fast I don't disagree with you.....however, some premium has to be paid for the technology that they have and the potential that at least one of them will become a homerun. They mentioned that all the major companies have shown high interest in the flowfill product. At this point they can't keep up with the wafer samples. MU has a forcefill unit in production, TI just ordered 2 more for production. Hyundai....is seeing 10% better yeilds from the PMAT etchers over the ones they normally use (I think they use AMAT etchers). All three product lines are seeing some level of acceptance .....so looking out 2 quarters things could be very different than today. IF their tools are industry accepted this year.....I think they have enough money to carry them into early 1998. If their products don't get accepted this year...then money is not an issue...they will go down regardless how much money they have. dave

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