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

To: Paul Lee who wrote (610)	10/16/2000 9:38:39 PM
From: Box-By-The-Riviera™	Respond to of 677

needham is considered by some to be less, shall we say, with motives that could be called suspect... but i agree.... if he could say what he said today...and not have thought it 40 days ago when he upgraded it to strong buy etc..... obviously the market is going against even the best fundamentals here at the moment..... so it makes it that much more difficult..... i hope the leadership has been paying attention...any stumble in their message on the 16th will be rewarded in kind.....though i welcome a clearing of the subject if they indeed do have anything negative to say.... i'm not betting it that way however and will stay long on "my view".... doesn't sound like much i suppose. regards J

To: Paul Lee who wrote (610)	10/17/2000 11:42:04 AM
From: Box-By-The-Riviera™	Respond to of 677

this is quite bullish...though i'm sure needham and semi industry bears will radically disagree.... OTOH....are there really any ATMI specific bears when you think about it??? beyond poor bull cousins..... A T M I Announces Major Capacity Expansion New Gallium Arsenide Epi Facility to Support Growth of Wireless Market DANBURY, CT - October 17, 2000 -A T M I, Inc. (Nasdaq: ATMI), today announced a planned expansion of its gallium arsenide epi capacity. A new 50,000 sq. ft. facility in Phoenix, Arizona is presently being facilitized to contain 11 Aixtron 2600 MOVPE high throughput reactors with space planned for 8 additional reactors. Phil Yin, President of ATMI Services said, "We believe that the analog GaAs market will grow at rates well exceeding general semiconductor industry growth rates. One of the key drivers for this growth is the telecommunications industry including mobile handsets and other complementary wireless devices. These devices will require gallium arsenide based epitaxial products for heterojunction bipolar transistor (HBT) applications. ATMI has demonstrated unique capability in the manufacture of InGaP based HBTs, and we are presently in a sold out condition for these products." Doug Neugold, President of ATMI said, "This expansion is a clear indication of ATMI's commitment to meeting its customers needs for GaAs epitaxial services and to ATMI's end goal of becoming the world's largest epitaxial service provider. ATMI is already the world leader in specialty silicon based epitaxial services and is driving towards a similar position in silicon germanium." A T M I provides specialty materials and related equipment and services to the worldwide semiconductor industry. Statements which are not historical information are forward looking, and involve risks and uncertainties, including, but not limited to: changes in semiconductor industry growth or A T M I's markets; competition, problems, or delays developing and commercializing new products; problems or delays in integrating acquired operations and businesses into A T M I; and other factors discussed in A T M I's filings with the Securities and Exchange Commission. Such risks and uncertainties could cause actual results to differ from those projected.