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Technology Stocks : ATMI-THE NEXT AMAT?
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To: Donald Kirchner who wrote (185)9/24/1997 11:31:00 AM
From: Dean Hamilton   of 677
 
Don:

LSL (Lawrence Semiconductor Laboratories) is not competing for bulk silicon epitaxy for the DRAM markets--either the silicon wafer manufacturers do it, or the DRAM manufacturers do. LSL is specialty silicon epitaxy, which involves more complex processes, lower volumes, higher margins.

Regards,

Dean
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