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

To: Will Lyons who wrote (319)6/2/1998 10:34:00 AM
From: JakeStraw  Read Replies (1) | Respond to of 677
 
Remember one thing, & this is from ATMI's 1997 Annual Report: "In 1997 , approximately 73% of the Company's product revenues were from product lines that were primarily related to wafer starts (volume of wafers processed), while approximately 27% of the Company's product revenues were from product lines that were primarily related to fab starts (new plant construction)."



To: Will Lyons who wrote (319)6/5/1998 1:07:00 AM
From: Asymmetric  Read Replies (1) | Respond to of 677
 
Soxx Should Have Bottomed Today

Hopefully, ATMI will rebound near term. Stock is oversold,
however I believe stock weakness tied to overhang from
secondary offering. If stock goes to or below $14, will
add to position. Stock right now at 14 7/8 selling for
1998 PE of 16.5, and 1999 PE of 10.3

tscn.com


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