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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (11581)	12/12/2000 7:22:50 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78618

Jurgis, I don't have skills to evaluate these companies on their current technology or how their skills might play out in the evolving technology marketplace. So I can't place a big bet on one company, or even choose one company over another. For me, I have a package of these beaten down companies - all of which seem to me to have some resources (like $) which could enable them to continue on. And, I am hoping, until better times and better stock prices prevail. TRID is a seemingly (now) profitable company selling at about net-net value. Company is in transition, moving from graphic chips for notebooks to chips for digital tv's for the Chinese market. SBLU is involved with digital audio through their "Rio" business. It's moving away from its core graphics chip business looking for potentially better opportunities. Cash in search of a business. I segment ATMI within the specialty chemical industry, not as a semi-equip company (as I understand semi-equipment companies). That is, ATMI business is not just selling capital equipment to semiconductor manufacturers. More importantly to me, it sells consumables used in the manufacture of semiconductors. I see ATMI business correlated to the volume of semi production, not to the capital equipment cycle. At current low stock price (low relative to its recent history, & to past p/sales), I view ATMI as a decent bet given my expectation of good future demand for semiconductors, ATMI's range of customers, and ATMI's potential to not only expand with semi's general growth, but their opportunity to enter new, ancillary markets, as with their optical materials manufacturing. I acknowledge that ATMI is having its best year (sales and earnings)& that Mr. Market may be saying that that performance may not be sustainable. Paul S.