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

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Apr 12 5:00 PM EST

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To: Jim Lou who wrote (8025)	3/14/1998 8:39:00 PM
From: Doug	Read Replies (1) of 13565

Jim Lou: That was a favorable mention but we are in need of more substance. The Memory/ Flash Memory margins are under serious pressure from ASEAN FABS. The ASIC market margins are also tight. As proof ,LSI a bigger player dedicated to ASICS has over-capacity. As for the PLD's, it is an expanding market and margins are good. The big players are LU, XLNX and ALTR. Do PLD's from ATML have any outstanding features vis a vis the others.?

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