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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (17397)7/11/2003 1:07:23 PM
From: jeffbas  Read Replies (2) of 78595
 
Paul, you will very likely make money on ATML (possibly 2+ times the current price), but it is not a good long term investment. Fabless is the way to go. They have too many fabs, too much debt and too much commodity business. Look at the Gross Margin on LLTC or MXIM versus ATML. ATML is at real risk in the next major industry downturn.

The semiconductor manufacturers have been slow to realize that the ECM way the general electronics companies went is even more important in their industry, where a good plant costs a billion or more.
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