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Technology Stocks : Atmel - the trend is about to change
ATML 8.1400.0%Apr 12 5:00 PM EST

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To: hpeace who wrote (4518)3/16/1997 8:11:00 PM
From: hpeace   of 13565
 
thread, I'm reviewing the May to July 96 crash of atml.
I think that atml's recovery will resemble this one. and not the oct96
crash. Atml has clearly stated that they will not start volume of the new prodcuts til second half.
This means that maybe part of 2q97 get's a lot of this good margin prodcuts but not full blast.
I think by the end of 2q97 they are moving fullblast on x8 &x16 mea flash.....it's a weakpoint in atml I've criticized for 6 months...
their concurrent engineering process which isn't too concurent and is more serial<g> but they will have the prodcut qualified by customers by end of 2q97.(normal qual cycle on this type of prodcut is 2-4 months). When this happen you see strong 2h97.
Analyst know that the YEN to $ is hurting atml. but remember
atml has a french plant too.
I think that the $ is stengthening against the franc too.
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