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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (27230)	7/3/2000 4:06:16 PM
From: gdichaz	Read Replies (1) of 54805

Eric L: Since possible smart card investments seem hard to find, are Atmel (ATML) or Infineon possible ways to participate - at least in a small way - per your last para? "Flash is not yet widely used in smart cards, or in the smart card form factor. Atmel as I noted is an exception. Seems to me Infineon (Siemens spinoff) has a relationship with SanDisk. Infineon is the largest manufacturer of microprocessor smart card chips for "IC Cards", but these chips are only about 10% of their semiconductor production. Smart card chips are "on allocation" and their is a significant shortage of them, which is an industry problem." Best. Cha2 ...

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