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Technology Stocks : ATMI-THE NEXT AMAT?

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To: Paul Lee who wrote (343)10/5/1998 10:13:00 PM
From: Filbert   of 677
 
I am still here. I have owned the company for a while now, all my shares are actually profit. Because I think the company is well run and diversified (and diversifying), I hold the shares. I don't think many people would consider this a core holding, but I am still happy with the company.

I don't really see the Semiconductor business recovering until the middle of next year, so I am not expecting too much in the near future, but because of ATMI's business, they should turn around nearer the beginning of the cycle.

One person's opinion anyway.

Filbert
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