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: Dan Spillane who wrote (11175)	7/10/2000 2:05:58 AM
From: Dan Spillane	Read Replies (1) of 13565

Looks like I was right. Of course the prices on LAST YEAR'S parts fall! This is the same thing that happens with microprocessors and DRAM. (From the news, linked in below) Joseph cited weakness in spot prices for 1 megabyte and 8 megabyte flash-memory products, which another sell-side analyst dubbed "last year's parts." The analyst, who requested anonymity, observed 16 megabytes is now standard for flash-memory chips used in cell phones. Thus, weakness in spot prices for other products is understandable. thestreet.com Lookie here, I said basically the same thing a few days ago! A big pat on the back for me: (I said) "I do agree with SSB that prices on low-density flash could drop as everyone moves to higher density. Same thing happens in the RAM market, or with microprocessors when a new one comes out." Message 14003536 The stock drop on Atmel from 48 to 35 was bogus--it was based on the price changes of low-density parts which are obsolete now that cell phones and other devices are calling for higher-density flash. Demand for Atmel's high-density flash is going UP as the shift away from last year's parts is made.

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