ATMI-THE NEXT AMAT? 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 : ATMI-THE NEXT AMAT?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Lee who wrote (449)	1/23/2000 10:43:00 PM
From: Donald Kirchner	of 677

Indications I've read are that dozens of new fabs are being started. Here's a similar article: semibiznews.com This is good for ATMI since it's easier to get their equipment in up front than it is to retrofit. I'm thinking primarily about the SDS systems, but it holds for effluent abatement also. The beauty of ATMI is that once the hardware, for instance SDS equipment, is in place, there should be a steady flow of orders for the gas cannisters. Think razors and razor blades. This should make it a lot easier to manage the next cycle downturn, since production is typically maintained while equipment purchases are cut back.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next