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Technology Stocks : ATMI-THE NEXT AMAT? -- Ignore unavailable to you. Want to Upgrade?

To: Paul Lee who wrote (449)	1/23/2000 10:43:00 PM
From: Donald Kirchner	Respond to of 677

Indications I've read are that dozens of new fabs are being started. Here's a similar article: semibiznews.com This is good for ATMI since it's easier to get their equipment in up front than it is to retrofit. I'm thinking primarily about the SDS systems, but it holds for effluent abatement also. The beauty of ATMI is that once the hardware, for instance SDS equipment, is in place, there should be a steady flow of orders for the gas cannisters. Think razors and razor blades. This should make it a lot easier to manage the next cycle downturn, since production is typically maintained while equipment purchases are cut back.

To: Paul Lee who wrote (449)	1/31/2000 9:54:00 PM
From: Donald Kirchner	Respond to of 677

January Short Interest figures are out: Month Shares Short Avg. Vol. Days to cover 01/00 141,892 227,281 0.62 12/99 214,729 207,539 1.03 11/99 249,378 528,924 0.47 10/99 328,589 250,024 1.31 09/99 371,922 314,898 1.18 08/99 334,728 186,483 1.79 Decreased by a third in the last month. Looks like the shorts are predicting a rise.