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

To: Donald Kirchner who wrote (499)	4/12/2000 10:04:00 AM
From: Paul Lee	Respond to of 677

somehow we just knew, didn't we RESEARCH ALERT - Five chip equipment makers started NEW YORK, April 12 (Reuters) - Credit Suisse First Boston said on Wednesday that analyst John Pitzer had started five semiconductor equipment maker companies with buy and strong buy ratings. -- Amkor Technology Inc. (NasdaqNM:AMKR - news) was started at strong buy, with a 12-month price target of $80. Shares closed at 57-1/4 on Tuesday on the Nasdaq stock market. -- Earnings per share estimates for fiscal year 2000 are $1.20 a share, with the 20001 EPS estimate at $1.70. -- Amkor is the largest provider of subcontract packaging services for the semiconductor industry and is currently benefiting from both cyclical and secular trends in the packaging industry. -- Electro Scientific Industries Inc. (NasdaqNM:ESIO - news) was started with a strong buy rating and a 12-month price target of $80. Electro closed at 59-15/16 on Tuesday on the Nasdaq stock market. -- Electro's EPS 2000 estimate is $1.43 and for 2001 is $2.45. -- The company is currently benefiting from several key technology trends including the rapid growth in capacitors and technology shifts in manufacturing and the transition to higher speed, higher density DRAM (dynamic random access memory) chips. -- ATMI Inc. (NasdaqNM:ATMI - news) was started with a strong buy rating and a 12-month price target of $65. Shares closed at 45-5/8 on Tuesday on the Nasdaq stock market. -- The 2000 EPS estimate is $1.36 and the 2001 EPS estimate is $1.95. -- ATMI represents the only ``pure-play' investment on fab-wide materials management. ATMI is rapidly driving a ``one-stop-shopping' strategy; gaining share at higher levels of profitability, -- Kulicke & Soffa Industries Inc. (NasdaqNM:KLIC - news) was started with a buy rating and a 12-month price target of $90-3/4. Shares closed at 62-3/16 on Tuesday on the Nasdaq stock market. -- Kulicke & Soffa is a market leader in wire-bonder equipment with greater than 50 percent booked market share. The company is currently benefiting from two key trends: (1) the cyclical up-turn in semiconductors and (2) the secular trend to outsource packaging needs. -- The fiscal year 2000 EPS estimate is $3.14 with the fiscal 2001 EPS estimate at $4.60. -- Veeco Instruments Inc. (NasdaqNM:VECO - news) was started with a buy rating and a 12-month price target of $85. Shares closed at 65-29/32 Tuesday in trade on the Nasdaq stock market. -- The fiscal year 2000 EPS estimate is $1.74 with the fiscal 2001 EPS estimate $2.70.

To: Donald Kirchner who wrote (499)	4/19/2000 9:32:00 AM
From: Paul Lee	Read Replies (1) \| Respond to of 677

Blow out qtr-- dou u have conf call # A T M I Reports Record First Quarter Results, 64% Revenue Increase Drives 580% Profitability Improvement DANBURY, Conn.--(BUSINESS WIRE)--April 19, 2000--A T M I, Inc. (Nasdaq: ATMI), today announced financial results for the quarter ending March 31st. Revenues for the quarter increased 64% to $61.2 million, from $37.3 million a year ago. First quarter earnings per share from operations were $0.29, more than five times 1999's first quarter EPS of $0.05. Including gains from investments, EPS was $0.47 for the first quarter this year. Gene Banucci, A T M I' s CEO, said, "We are experiencing significant year-on-year growth in each of our product lines. Clearly, the industry is in the midst of an unparalleled ramp in production. Simultaneously, it is adopting new materials technologies that A T M I has developed or acquired over the last few years. We see no dampening of these trends." Dan Sharkey, A T M I' s CFO, said, "During the quarter, the A T M I Technologies businesses grew 70% over the first quarter of 1999, reaching revenues of $30.9 million. This includes our life safety equipment business, which is continuing to book business slightly in excess of the growth rate of industry front-end equipment sales. Our epi services business more than doubled over the first quarter of 1999; we are adding capacity as fast as possible to satisfy demand in excess of what we can presently supply." "The A T M I Materials business grew 58% over the first quarter of 1999, with revenues of $30.3 million, primarily as a result of aggressive growth in the SDS Gas Source product line. Our other packaging lines had a pause in their sequential growth during the quarter, based on an extremely strong fourth quarter of 1999. However, all other signs indicate that we are continuing to grow share in this segment as well." "On April 4, 2000, we completed a public offering of 2.8 million shares at $45 per share. A T M I raised approximately $64 million on the 1.5 million shares it sold; the remaining 1.3 million shares were sold by non-management selling shareholders." A T M I provides specialty materials and related equipment and services to the worldwide semiconductor industry. Related equipment includes materials packaging systems, delivery systems, sensors, and a full line of environmental equipment. Services include materials management, equipment servicing, and thin film deposition.

To: Donald Kirchner who wrote (499)	4/20/2000 9:46:00 AM
From: Paul Lee	Read Replies (1) \| Respond to of 677

anybody else buy yesterday?

To: Donald Kirchner who wrote (499)	6/1/2000 10:31:00 AM
From: Paul Lee	Read Replies (2) \| Respond to of 677

ATMI Delivers Complete Low-k Materials Management; Industry's First Complete Solution in Rapidly Growing Sector DANBURY, Conn.--(BUSINESS WIRE)--June 1, 2000--ATMI, Inc. (Nasdaq:ATMI), today announced it has developed and made available the semiconductor industry's first comprehensive Low-k Materials Management Solution. This comprehensive solution includes organosilane chemical vapor deposition (CVD) low-k chemicals, fabrication plant-wide bulk chemical delivery systems, low-k life-safety leak detectors, CVD low-k abatement systems, and comprehensive technical support and service. The initial system is being delivered and qualified by a leading communications chip company. Low-k materials are used in integrated circuit ("chip") interconnect structures and are the dielectric insulators that separate the conductive wires. For leading-edge chips using sub-0.18 micron wire spacing, low-k insulators improve chip performance by increasing signal speed, reducing power consumption, and minimizing signal noise. ATMI designed and developed the semiconductor industry's first complete line of Low-k material management solutions in support of IC manufacturers' fabrication of copper damascene interconnect. By allowing customers to more closely focus on critical process steps including film fabrication, uniformity, and throughput, the integrated low-k materials management system will enable IC manufacturers to more quickly ramp their low-k processes. Dr. Neil Hendricks, ATMI's Chief Technologist and Director of Low-k Technology, said, "ATMI is the only company in the industry with a complete solution for Low-k CVD materials management. By entering in the beginning of the low-k evolution, we believe ATMI can establish a stronghold for CVD low-k solutions. Key technology decisions in the low-k world will happen before the year's end. Because ATMI has addressed and solved CVD low-k purity, delivery, sensor, and abatement issues, we see ATMI becoming a crucial player in the low-k marketplace. ATMI is enabling customers to focus on low-k film fabrication, while we combine our product lines to provide management of the chemicals flowing into and out of the CVD low-k tool, backed with strong, global technical service." The low-k dielectric equipment market is almost doubling year over year. From a zero base in 1998, GartnerGroup's Dataquest projects this market to reach $444 million by 2004, making it one of the fastest growing segments of any in the semiconductor industry. ATMI provides specialty materials and related equipment and services to the worldwide semiconductor industry. Related equipment includes materials packaging systems, delivery systems, sensors, and a full line of environmental equipment. Services include materials management, equipment servicing, and thin film deposition.