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Technology Stocks : ATML's future
ATML 8.1400.0%Apr 12 5:00 PM EST

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To: AMS who wrote (23)3/8/1997 11:36:00 AM
From: andy kelly   of 195
 
Hi AMS and others:

I too am in the 10% drop in revenue will be a much bigger drop in earnings camp. Don't forget that they also cited "pricing pressure".
To me that is code for much smaller margins than before therefore much smaller earnings. Be careful to act on what you think will happen and not what you want to happen. I say price is still too high.

I would like to know about the quality of their products vs. the competition and their built-in cost structure. If they make the best products at the best cost then stock price will come back big time and we can all celebrate. I tried to read their press releases but they went way over my head. Any engineers out there who can render an evaluation of their products?

Thanks
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