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Technology Stocks : ATMI-THE NEXT AMAT?
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To: waverider who wrote (226)12/19/1997 10:24:00 PM
From: James Hutton  Read Replies (2) of 677
 
Daimond H,

Thanks for your thoughts. I nibbled at 22 1/8 and then chickened out on yesterday's drop. Margin + uncertainty about this whole Asia thing makes me nervous that way (although I usually buy for the long term). I think the 26% of revenues from Korea is going to hurt. Whether this is factored into the price or not at this time is hard to say. I think it's just difficult to place any faith at all on that $1.11 projected for FY 1998.

I really like this company and will continue to watch, but I think it's going to hold in the low 20s until the Asia picture clarifies somewhat. The support at 20 today + that's where it bottomed last is a good sign.

Interesting that AMAT got an upgrade from someone today.
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