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Technology Stocks : ATML's future
ATML 8.1400.0%Apr 12 5:00 PM EST

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To: Clarksterh who wrote (122)4/11/1997 7:07:00 PM
From: Vikas   of 195
 
Clark,

>> 7) One of the Analysts expressed concern that Flash prices have
>> been dropping rapidly, but the CFO said that they expect prices to
>> stabalize due to the fact that all of the new producers
>> (Tiawan, Intel, AMD, ...) have come on line at this point.

Kris Chellam also stated that the general decline in price in Flash
in the past has been about 15%/month (quarter?), but due to price
stabalization, he sees the decline at only 5%/month (quarter) in the
future.

This company will be a high flyer in late 3q and 4q...but we must
wait for the mini-crash to disappear before getting back in.

Vikas
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