Atmel - the trend is about to change Message Board

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Technology Stocks : Atmel - the trend is about to change

ATML 8.140

0.0%

Apr 12 5:00 PM EST

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To: J. Plesha who wrote (11159)	7/6/2000 2:27:12 PM
From: Dan Spillane	Read Replies (1) of 13565

End of cycle? As I see it, there are SIX areas only just now starting or building momentum. 1. The handheld growth picking up a lot of steam. That means chips for wireless and memory. If you don't believe me, check out what happened at the recet PC Expo. 2. The smart card buildout is only just now starting. 3. The next-generation wireless infastructure buildout is about to start. 4. The bluetooth growth is about to start. 5. Cell phone buildout in China is starting to mushroom. 6. SiGe can take design wins away from silicon or GaAs. Note also that Atmel is increasingly DESIGN-oriented. The other companies in this category are trading at several times the growth rate (Vitesse, Broadcom, etc.)

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