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Technology Stocks : ATMI-THE NEXT AMAT?

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To: tom r. phillips who wrote (198)	10/14/1997 7:32:00 AM
From: Mike Harvey	of 677

Yes, Tom, I did. The quick answer is "Sell The Farm and Buy More". ATMI's SDS patented gas-delivery system has, according to an Advest analyst with whom I spoke after the meeting, achieved an 8% market share in its first year - "phenomenal". It can shave up to 10% off the cost of chipmaking, according to Gene Banucci, plus it is safer. The analyst later remarked "they (the semi mfrs) wold just kill for even 1% cost reduction". What are ATMI's chances for landing Intel? "Pretty good" (analyst). (Wow - wouldn't THAT be something?) The SDS system also has potential applicability well beyond the semiconductor industry, Gene believes. ATMI may pursue some of these opportunities. Further acquisitions are a clear possibility. The ACDS & Lawrence mergers provide ATMI with the marketing and distribution infrastructure it needs, and therefore is a smart strategic move - I guess as opposed to growing it internally. Net net, I am more positive than ever about the stock. My only cause for hesitation is the fact that the two acquisitions place nearly 50% of the company's stock in two individuals; what if they want to unload? Mike Harvey

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