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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: SLN who wrote (7583)12/14/1997 12:51:00 PM
From: Sunny Jim   of 13565
 
<ATML sells a whole heck of a lot of components that go into finished Asian goods that are then sold back around the world. It's my understanding that many of the ATML components are not easily obtained from other sources. If so, one would expect significant benefits to ATML and other component manufacturers.>

This has crossed my mind also. The majority of components that ATML sells do not remain in Asia, but as you point out are exported in finished products. If Asia is going to export themselves out of their current mess, it would seem that ATML will see an increase in demand for their products in Asia. If they are smart enough to protect themselves from the currencies of these countries, ATML should do great.
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