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: Frank Chen who wrote (7575)	12/14/1997 11:32:00 AM
From: SLN	Read Replies (2) of 13565

<<did you try to get the exact BTB # for Nov.? Above 1.0? Your answer would be appreciated.>> I asked but she would not provide the answer. Instead, she stated that it was company policy not to issue B-T-B except at the end of the quarter. My impression and based upon my limited knowledge, however, I would be surprised (really shocked) if it was below 1. "Slight decrease" to me means a decrease on the scale of .05 to .1, which would put it area of 1.1 to 1.15, still fairly good numbers. One other point regarding SEA, if everyone believes that SEA companies are going to dump their products onto the world market (which is most probably the case), wouldn't it make sense that they would not only be dumping components but also finished products? ATML sells a whole heck of a lot of components that go into finished Asian goods that are then sold back around the world. It's my understanding that many of the ATML components are not easily obtained from other sources. If so, one would expect significant benefits to ATML and other component manufacturers. Anyone agree or disagree?

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