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: Ravi R who started this subject	11/14/2003 8:14:11 AM
From: TechieGuy-alt	Read Replies (1) of 13565

Hi Folks, New to the thread. Came over primarily of rumors of AMD's flash capacity being booked till next spring which may also help ATML. Anyone listened to the last Q cc? What did they say about flash positioning? Are they only positioned in the NAND (data) flash (which is dropping like a rock in price) or are they also competitive in NOR (code flash)? The Q release press release mentioned a 1 % point GM increase. Anyone know what the GM's where last Q? Finally, what about revenue breakup by product line. Does ATML share that? What % is flash, processors, serial memory and all this new stuff like fingerprint sensors etc? Excited about the new semic cycle just beginning and these companies taking out old highs. TIA TG

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