ATMI-THE NEXT AMAT? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : ATMI-THE NEXT AMAT?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Asymmetric who wrote (316)	6/2/1998 10:16:00 AM
From: Will Lyons	Read Replies (2) of 677

Hello Peter IMHO the fab pushouts have already been discounted. The growth rate in the production of chips may have slowed a bit but I doubt that actual numbers have gone into reverse. The decline e in wafers may not indicate a decline in chips as I understand that there is a trend from the 150mm toward the 200mm wafer and together with the shift to smaller geometry alters the relation between number of wafers processed and the number of chips produced I'm not sure how this translates into the quantity of ATMI products used. Concsiering the potential of ATNI I think the correction is overdone. and does not take into account the possibilities in the smart card and other new ideas on the drawing boards.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next