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Technology Stocks : PLASMA THERM (PTIS) -- Ignore unavailable to you. Want to Upgrade?

To: JessiDani who wrote (242)	12/9/1997 10:32:00 PM
From: Chris Hansen	Respond to of 509

JD: Oracle certainly put a damper on the tech sector (see wg290). Semiconductors also lost ground. PTIS is currently sitting on the 200MDA...fundamentals seem good (still!!). However, I believe the foreign element (Japan/currency dynamics) are effecting this stock (and this sector) with more significance than other sectors...e.g., regional banks and even oil service sector (in the beginning of a move...see WG610). I'm tempted to pick up more of ptis. I have faith in this sector. Perhaps ptis will be a leader later on...mm take note... It will be interesting to see what happens prior to release of earnings and just after...!? Chris

To: JessiDani who wrote (242)	12/10/1997 6:29:00 AM
From: JM	Read Replies (1) \| Respond to of 509

If price drops below 6 and earnings are not affected by asian flu, then ptis will be selling at 12x next years earnings. A significant discount, if they can continue to grow earnings at 20% or so. PTIS could then be considered a value play. Does anyone know what percentage of PTIS revenues come from the asian market?

To: JessiDani who wrote (242)	12/10/1997 10:13:00 PM
From: The Vinman	Read Replies (1) \| Respond to of 509

Reached oversold condition on RSI on12/10, the stock is currently at support level of 6 7/8 set back on 8/18, if it breaks support, it could go to 6 set on 7/14.....low volume on current downtrend is actually a positive, it lacks any resolve, and shows a lot of investors are holding stock they bought at higher levels.....in current environment, I am waiting for lower level.... Good Investing Vinman

To: JessiDani who wrote (242)	12/10/1997 10:55:00 PM
From: John McCarthy	Read Replies (1) \| Respond to of 509

Jessi Hi - I am long a little under 5,000 shares at about 4.00. In one sense I don't care where the price goes because I will come in and buy more. In another sense, I also don't understand the price erosion on the kind of volume that you mention. I do not know/understand TA. And don't want to learn. My question to you is, is it inevitable that there will be a selling climax - before there is a run up. Is this some TA type of REQUIREMENT. If so - fine - I'll wait. My experience following this stock over the last couple of years tells me that its absolute drop dead number is 4.00. I say this because in the past this stock seems like it gets fixated at 4 - 4 1/4 - irrespective of volume. Lastly, the thing I am most worried about is SEAGATE - not Asia. They hold a big chunck of next years revenue i.e. 30%. I am assuming the wireless piece of their market is SAFE. On the upside, nobody REALLY knows how much MEM $$$ will be coming in the door in 1998 - not even PTIS. Regards, John McCarthy