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Technology Stocks : Stock Swap

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To: Andrew Vance who wrote (12144)2/17/1998 8:40:00 PM
From: Andrew Vance  Read Replies (1) of 17305
 
*AV*--ATML--Not as risky as it may seem but over the weekend I was reading about the 100% tariffs to be imposed on the Pacific Rim SRAM producers in Taiwan. this got me to thinking about who the potential beneficiaries are. I came up with a list of the top 6 potential companies that might benefit with ATML coming in as the #1 choice. I am positioning myself here for the long term but the following news release should be of interest to some here. This coupled with my beleif that ATML could prosper in the future SRAM pricing scenarios (actually higher prices commisserate with the tariffs).

BTW-I wonder if SMOD would be one of the losers in this game since cost of materials will rise for them.

I may discuss more of this in the coming days but for now ATML looks like a good possibility. Especially since it is trading near its low.
Any lower and it is in the "Takeover Zone".

Atmel Introduces 0.35 Micron Gate Arrays and Embedded Arrays for System Level Integration

PR Newswire - February 17, 1998 08:04

SAN JOSE, Calif., Feb. 17 /PRNewswire/ -- Atmel Corporation
(Nasdaq: ATML) announced today that it has introduced the newest
member of its ASIC product family, the ATL35 series Gate Arrays and
Embedded Arrays. The ATL35 is Atmel's first 0.35 micron product.
"The key benefit for our customers is system level integration,
with the fastest time to market possible," remarked John Ford,
Atmel's Marketing Director for ASICs.
Atmel has a broad range of system building blocks available in
the ATL35 library: the ARM7TDMI(TM) OakDSP(TM), PineDSP(TM) as well
as Atmel proprietary AVR(R) 8-bit RISC Flash microcontroller and
LodeDSP(TM). These are backed up by many other cores including a USB
function, PCI, Ethernet MAC and a Physical Layer (Phy) core in
development. "Atmel will continue to invest in intellectual property
(IP) cores to add to our growing list," commented Ford.
The ATL35 series gate array offers up to 3.7 million used gates
and 976 pins. The ATL35 is a 3.3-volt product with 5.0-volt tolerant
I/O. In addition to the core technology, customers can incorporate up
to 2.3M bit of SRAM, 32M bit of ROM and 1.4M bit of DPSRAM or FIFO.
While targeted for the general purpose ASIC market, the ATL35
will directly impact the networking market. The largest portion of
Atmel's Gate Array business supports customers in a wide range of
Networking applications: LAN, WAN, ISDN, Cable Modem, ATM, Token
Ring, Ethernet and others.
"The ATL35, along with the Networking/Telecom focused IP, will
provide our customers with significant cost reduction opportunities
via System Level Integration," said Ford.
Atmel's choice of the Gate Array/Embedded Array approach is
directed at providing the fastest time-to-market possible for its
customers. The 0.35 micron technology delivers such high density that
many designs end up pin limited. The die size is limited by the
number of pins, not the number of gates, memory or cores inside. The
embedded array approach offers a cycle at least a month faster than a
standard cell from the time the design is received by Atmel until
prototypes are delivered. For digital applications, the standard cell
approach does not offer any benefits to the customer.
The ATL35 is fabricated on an advanced 0.35 micron drawn gate
length, 4-level metal CMOS process. This process delivers a 150 ps
gate delay for a 2 input NAND gate with a fan out of two. The ATL35
is manufactured in Atmel wafer fabs located in Colorado Springs,
Colorado and Rousset, France. Several designs are now in process with
production deliveries slated for Q1'98.
The ATL35 is supported by the leading CAD tools including
Cadence, Synopsys, Model Technology, Mentor, Viewlogic and others.
Cadence's Design Planner is used for floor planning, a key element is
the deep submicron design flow. Complete design kits and libraries
are now available for Cadence, Synopsys, Model Technology, Mentor,
Exemplar and Viewlogic as well as Vital compliant libraries.
Headquartered in San Jose, California, with principal
manufacturing facilities in Colorado Springs, Colorado and in
Rousset, France, Atmel designs, develops, manufactures, and markets on a worldwide basis Flash, EEPROMs, and EPROMs, as well as
programmable logic, microcontrollers, and application-specific
devices.
Atmel product and financial information can be retrieved from its
Fax-on-Demand service. In North America call 800-292-8635.
International, from a fax phone, call 408-441-0732. You can send your
request via e-mail to literature@atmel.com or visit Atmel's Web site
at atmel.com.
NOTE: AVR(TM) is a registered trademark of Atmel Corporation.
LodeDSP(TM) is a trademark of Atmel Corporation. Terms and product
names in this document may be trademarks of others.

SOURCE Atmel Corporation
/CONTACT: John Ford, Marketing Director for Gate Arrays, 719-540-1835, or jford@atmel.com,
or
Vicki McCann, Marketing Communications Specialist, 719-540-1724, or vmccann@atmel.com, both of Atmel Corporation/

/Company News On-Call: prnewswire.com or fax, 800-758-5804, ext. 101063/

/Web site: atmel.com
(ATML)

Andrew
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