Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes—just in case they’re material to our investing thesis.
What: Shares of semiconductor materials supplier ATMI
So what: ATMI's fourth-quarter numbers beat analyst expectations on sales, but needed help from a one-time tax benefit to surpass the consensus earnings target. Management characterized 2010 as a development year, which did nothing to impress investors.
Now what: Fellow chip-materials vendor MEMC Electronics Materials
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