Gleaned from Yahoo Board:
Strong Sell:
GEORGE SAYS CAPICITY STRAINED2YRS.
by: iamadumfuk (24/M)
Long-Term Sentiment: Strong Sell 04/22/04 10:04 am
Msg: 193561 of 193728
Geaorge says that capicity will be stained for 1-2 years.
You all better sell, because after being stained they will have room to slow and and then back to 58CENTS.
Get out of this. I am making a bundle.
ahahahahahahhahaha
I love watching this POS drop while you all lose and I win.
WHAT IS THIS BS
by: yellowlab825
Long-Term Sentiment: Sell 04/22/04 10:01 am
Msg: 193557 of 193728
DJN 04/21/2004 DJ CORRECT: Atmel Corp. Yr-Ago 1Q Rev $296.5M, Not $380.5M
NAS GREEN ATSMELL DOWN 11% hahahah
by: iamadumfuk (24/M)
Long-Term Sentiment: Strong Sell 04/22/04 09:47 am
Msg: 193533 of 193730
told You all to dump this pig, the motre she goes down, the more I make.
Hey nightly, go back to black discrimination, Uyou are better at that than picking stocks and your nose for a matter of fact.
hahahahahah
suckerssssssssssssssss
Strong Buy:
Re: Blackie
by: dotheoppositeofme (F/St.Louis/Mo.)
Long-Term Sentiment: Strong Buy 04/22/04 10:27 am
Msg: 193584 of 193720
$400M in revenues, $100M in free cash flow adding back depreciation, is that really bad performance? Look at the financial condition of this company, they have as much cash as debt now, hasn't been that way since 2000.
Each quarter it improves, am I missing something?
ATML down, no big deal
by: blue_creek2000 04/22/04 12:03 pm
Msg: 193680 of 193717
Perhaps a fund unloading a several million share position. Remember, up cycle just starting. management excited and new design wins, one with a major cell manf. co. will fuel a 27-32% growth in 04. Lots of people in China and very few telephone lines, and everyone wants to call grand-Ma.
Other Comments:
Today's action
by: nightly_atml_report (M/East Rutherford, NJ) 04/22/04 11:23 am
Msg: 193639 of 193718
Today's "action" looks to be driven by a large volume of "hot money" getting screwed as it races for the exits. There's nothing bad about this, unless you happen to be one of them. To ATML longs, this is a non-event, unless you happened to have stops in place that got triggered.
Make no mistake about it, yesterday's earnings report was outstanding. ATML is now undervalued on an earnings basis compared with other chip stocks. The stage is set for ATML to double within the next year. Traders may struggle in this stock, as they are today, but longs will be rewarded.
Nightly
Re: Today's action
by: WJJ_7 (49/M/Maine) 04/22/04 12:04 pm
Msg: 193681 of 193718
I hope you are right about it is just hot money getting out. It is not just ATML that is affective. ATMI also posted a good quarterly report and strong projections for the future. The result: the stock dropped about 7% in a day and a half. Makes no sense at all. Is this a sector move?
anyone selling today..
by: noonan0 (M/Miami, Fl) 04/22/04 10:28 am
Msg: 193586 of 193723
does not belong in the market. ATML is now trading at about 8 times next years cash flows. In other words they are making about 12% on their money each quarter. This will continue to rise as biz improves and debt is reduced. If your short take advantage of your good fortune and thank God the street is a bunch of dummies.
ATML Just Following A Pattern
by: dusty_road_gambler 04/22/04 10:44 am
Msg: 193600 of 193724
that most tech and semi stocks are this earnings period. It doesn't matter what the stats are. It may not make sense. But, that's the way it is. At least for now. But, soon the wind will blow the other way. Then ATML will rise. Read and believe. Buy when stocks are down. Sell when they are high. Right now ATML is pretty cheap, at least in comparison to what it was prior to earnings. It might get a little cheaper, but not much. Now, as soon as this wind blows the other way, ATML will be up around $7 or more. So you can pick up a nice 10%-15% profit in just a few weeks. So, just do the simple thing. Buy low. Sell high.
Re: What is your position in Atml Blacki
by: box_car_blackie 04/22/04 10:56 am
Msg: 193612 of 193726
Long in some accts. (sold a bunch before the release) Trading it in others. And have may and Aug calls.
I believe in reality --not fantasy. I try to assess without falling in love with companies. I can be long but find fault in performance. I'm not a cheerleader I admit my mistakes.
But I said before the report that they were going to go over 400 mill and if they only came up with 2 cents out of it --the market would treat them poorly. What you heard yesterday --was a "rosy" report looking into the 2nd half. The street will wait and let them prove it. What they proved yesterday --is they aren't out of the hole they dug and need a hell of a lot of revenue to get close to acceptable earnings.
Fantasy land
by: box_car_blackie 04/22/04 09:55 am
Msg: 193547 of 193728
Sometimes blackie wonders how many times a person would have to hit you over the head with a hammer before you got the inkling that he didn't like you.
Onve again you totally missed the the reality of yesterday's report. You sat there saying how great it was -- and what did you compare it to??? You compared it to ATMEL of last Q and last yesr --that's what you did. THE STREET doesn't. They compared to ALTR who reported yesterday and other chip companies to determine where their "chip" investment should be.
$407 million = 02 cents. They didn't have to look far for better results. You read a report ---listen to a CC --read the "greatest company in the world" posts on this board and are shocked at the price decline. This is a company still struggling to dig themselves out of the hole thar MGT put them in. Others companies are off to the EARNINGS races. ATML is still in the gate. IT'S RIGHT IN FRONT OF YOU __AND YOU CAN'T SEE IT> |
