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ATMI, Inc. (ATMI) Message Board

  • semitruth15 semitruth15 Jul 25, 2013 4:15 PM Flag

    The fun continues

    Neugold's interpretation of the quarterly always makes for interesting fiction reading. The "tepid" environment is an interesting comment given the huge investment in the intermolecular R&D robots which were going to provide domination of the semi materials space, or something like that. They haven't - and how much has been spent on them? TIme to face reality. Robots don't develop new products, people do. The brain drain from ATMI over the last quarter has been legendary - EVP, Sales Directors, Country Managers. It was so disconcerting to the general population that Neugold had to go on a world tour to try to calm down the remaining employees and try to slow down the mad rush to the door.

    Is ATMI generating a lot of cash? Sure. Are they growing at the rate of the industry, or 2X wafer starts, or whatever metric they now use? No. Has the investment in the IM robots paid off? No. Has their foray into CMP slurries, RegenSi, Autoclean, or any other "game changing" technology been successful? No. Have they done well with post CMP cleans? Yes, but it's ostensibly the same product they acquired years ago, and it reaching end of its technology life. Has everyone in the company been replaced but the guy at the top? Yes.

    Sure, the stock will fluctuate bewteen a range, giving traders opportunities to make money. I thought the purpose of building shareholder value was to grow the business and have the stock price appreciate, not be a play for day traders who know nothing about the industry. Neugold has done nothing during his tenure at the helm of the company to grow the business, even with SDS sales being captured completely by ATMI. Quite a tepid environment.

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