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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: blrmkr who wrote (11224)7/18/2000 9:50:25 AM
From: Mario  Read Replies (1) of 13565
 
Don't get me wrong Flash is an important area to be in especially if you can shrink the die sizes and keep above the curve it should be a cash cow. The problem with being known for flash is when over capacity takes over (and it will) you are dragged down as it becomes a commodity. SiGe, ASIC, smartcards etc. don't become commodities they are application specific. Intel & AMD have Flash but their known for microprocessors. My point is that I don't think the average Joe understands Atmel's story (a good story at that).

Mario
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