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Technology Stocks : Atmel - the trend is about to change -- Ignore unavailable to you. Want to Upgrade?


To: J. Plesha who wrote (9979)7/3/1999 10:25:00 AM
From: MileHigh  Respond to of 13565
 
J,

Yes, IMO the semi cycle is here and should be fun. But as we all know, the manufacturing efficiencies (and the profits that follow) during full capacity utilization are great in the boom times, but it is the manufacturing inefficiencies and low capacity utilization during bust times that lead to horrid profitability. Thus, the cyclical nature of fab semi stocks and knowing when to jump ship before the next overcapacity cycle hits...

This is not unique to ATML....GG likes ATML

Regards,

MileHigh