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Technology Stocks : ATMI-THE NEXT AMAT?
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To: Dean Hamilton who wrote (77)2/19/1997 6:47:00 PM
From: Brad Rogers   of 677
 
Dean,

seems like it was a solid report.

Company said its results were solid despite the overall semiconductor slowdown. From this, does it follow that an improvement in industry conditions represents additional upside to the company as the year progresses? Or does the model incorporate strengthening of the industry?
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