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Technology Stocks : ATMI-THE NEXT AMAT?
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To: William Nehls who wrote (372)4/18/1999 12:44:00 PM
From: Mike Harvey   of 677
 
So you play options on it? Wow. That takes guts.

I've been in the stock in varying ways since 1993 or 4, once reaching your current level but most of the time less. I trade it on average probably a couple of times a week, so I'm doing the same thing you are except with the stock not the options.

The stock has pissed me off for some time now, I guess since I have had high expectations that it would evolve faster than it has. I like their management, their technology and their direction; I just don't like waiting for it to gel.

This quarter, I am expecting them to beat the street and have played the stock accordingly - i.e., a heavier position than normal. Strictly a gamble; I might be 1 quarter too early in terms of anticipating things really starting to gel for them. They have been hurt horribly by the capital equipment spending drought, which had been I think about a third of their business. But lately I have noticed one or two minor but nonetheless positive announcements (about other companies) which hint at some freer pursestrings going forward. If they can pick up in that segment, continue revenue and market share growth in their consumables, and sell the hell out of some of the newer product offerings, they will have all cylinders running and a lot more still in the R&D pipeline. But like I said I might be a quarter too early. We'll see. I will be paying very close attention to what Gene Banucci says on the conference call.

Good luck to both of us.
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