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Technology Stocks : Stock Swap
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To: Will Lyons who wrote (14969)7/20/1998 6:51:00 PM
From: Andrew Vance  Read Replies (2) of 17305
 
*AV*--ATMI is a somewhat core holding. They had a great SEMICON show from the looks of it. They may be turning a corner amd we are seeing signs of the type of support it might deserve. The copper process, though not getting enough exposure, might be of interest to more companies than we are aware of. This might be a boon to ATMI and I believe that their consummables are superior to that of its competitor, Schumacher.

The key thing to watch is whether we start seeing a pick up in hardware orders form the likes of NVLS and AMAT. I was averaging down on these shares from the initial entry point which was somewhere in the 18s.

I am watching and enjoying the view.

Andrew
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