ATMI-THE NEXT AMAT? Message Board

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Technology Stocks : ATMI-THE NEXT AMAT?

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To: steve turner who wrote ()	1/8/2000 5:50:00 PM
From: Paul Lee	of 677

Found this on the LSI thread-- seems to be in our favor RE: Fabrication Plants Chip companies are considering at least 28 major projects to expand or build new fabs in 2000. Of the total number of projects under consideration 47% are new fabs, 46% are expansions and 7% are described as significant upgrades. Projects By Region: 50% in Asia (excluding Japan), 43% in North America and 7% Europe. Projects By Chips: ASIC 39%, Foundry 29%, Logic 21%, DRAM 7%, Other 4%. Source: IBD 12/20/99 IBD's Source: Merrill Lynch www.ml.com

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