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: JakeStraw who wrote (8006)	3/11/1998 11:09:00 AM
From: Jim Lou	Read Replies (1) of 13565

<The only problem is that, more manufacturers of flash equals more product, which equals lower prices, which equals lower margins & profits for the producers. It's a commodity game now.> jgarcia, what you said may or may not be true. With Intel back away from flash market, both AMD and ATML will play a bigger role. On the other hand, ATML's relationship with Motorola remains strong. Motorola's cellphone market in Asia especially in China is growing rapidly. Mot just landed a big cellphone contract with China. IR said that although Mot's warned, the specific sector with atml was growing. AMD is more into personal computers. Companies focus differently and have different customers, work on different customizations and so on. That's why when Compaq was doing great, Gateway was doing fine too (just an example).

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