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Technology Stocks : American Technical Ceramics (AMK) -- Ignore unavailable to you. Want to Upgrade?

To: Terrapin who wrote (47)	4/14/1998 2:28:00 PM
From: JEFF CHAPMAN	Read Replies (1) \| Respond to of 83

Thanks John, Remember re: margins that AMK doesn't really source for commodity components that INTC and ADPT demand, more military and MRI and satellite type apps. I'm not aware of AMK's specific customers, but I suspect the weakness was in SEA or US players that supply to SEA, as there still are strong economies in Europe and here. Certainly AMK is cheap here but due to earnings uncertainty may remain cheap... Sanmina reported good numbers and may be a signal, that's the higher end chip area you need to watch and then realize that AMK may lag their recovery by 1-2 qtrs. Buy AMK to hold for 18 months or more and I think you will outperform the market, imo.

To: Terrapin who wrote (47)	4/24/1998 5:27:00 PM
From: reid brandon	Respond to of 83

The market demand for cheaper products using semis is based on the decline in price that Semiconductors go thru in their normal product cycle. Capacitors are not the same kind of device, therefore will not suffer from the need to constantly develop new products to remain competitive. The pricing of capacitors is somewhat dependant on the cost of metals such as palladium, silver, etc. but not to a great degree. Volume is the most important event that can lower operating costs, and that is what wireless can bring, ie greater volume, lower mfg costs = higher profit.