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Technology Stocks : ATMI-THE NEXT AMAT?
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To: Paul Lee who wrote (461)2/10/2000 1:02:00 AM
From: Donald Kirchner   of 677
 
Some conference call highlights:

Silicon epi at 100% capacity, turning away another 20% business, they are adding capacity as fast as possible. They declined to identify the makers of the new/used epi equipment they are bringing on-line.

Something like 90-95% of the Varian equipment shipped will be set up for SDS capability. Varian apparently expects to ship 500-600 units this year. 1-2 quarter lag between Varian shipment and production.

Overall, sounds like business strategy is paying off, strengths in some areas driving revenues in others because of the advantages of having a single supplier.
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