SI-Shark,
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How about Advanced Technology materials (ATMI)? Their current and future earnings look very good due to the fact that they are manufacturing the next generation consumable raw materials that are going to be in demand even if chip prices decline, as the actual number of chips manufactured will keep increasing.
In particular, they have the new "BST" materials that can hold a lot more charge than the current materials in capacitors and memory chips. ATMI claims that a lot of interest has been focused from the part of the major memory chip manufacturers, eager to create the high capacity memory chips in a couple of years. I have met and spoken to their chairman (or CEO) Dr. Banucci in Silicon Valley, when he made a presentation a few months ago. Although I have raised the issue that the Japanese have tried and failed to perfect the BST technology, Dr. Banucci answered my question by saying that ATMI has finally improved the actual formulation of BST so that there are already some working prototypes using BST technology, with secured patents, and that in a few years, this technology would be used widely.
Please check the fundamental analysis of ATMI, as well as their WWW page at atmi.com.
ATMI has already shown accelerating earnings for a few quarters, but the stock has been in the trading range for a long time, due to the current semiconductor group behavior plus the fact that its institutional ownerhsip has not yet reached a high percentage. This means that the relatively dormant stock of ATMI has a lot of gas in the tank to make a decent upward move in the intermediate future.
Your comments will be appreciated.
SCIENCE-EXPERT |
