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

To: Asymmetric who wrote (316)	6/1/1998 8:10:00 PM
From: Dav!d	Read Replies (1) \| Respond to of 677

Hello, anyone follow ATMI options? I am relatively new to trading options but have watched ATMI for over 2 years and am familiar with their products. It appears that this stock is oversold and might move back to the low 20's. I was curious if anyone has thought about buying the July $20 calls. Please let me know what you think. Any input would be appreciated. david

To: Asymmetric who wrote (316)	6/2/1998 10:16:00 AM
From: Will Lyons	Read Replies (2) \| Respond to of 677

Hello Peter IMHO the fab pushouts have already been discounted. The growth rate in the production of chips may have slowed a bit but I doubt that actual numbers have gone into reverse. The decline e in wafers may not indicate a decline in chips as I understand that there is a trend from the 150mm toward the 200mm wafer and together with the shift to smaller geometry alters the relation between number of wafers processed and the number of chips produced I'm not sure how this translates into the quantity of ATMI products used. Concsiering the potential of ATNI I think the correction is overdone. and does not take into account the possibilities in the smart card and other new ideas on the drawing boards.