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To: j g cordes who wrote (25580)	3/13/2000 4:03:00 PM
From: Johnny Canuck	Respond to of 68384

Jim, Off the top of my head: FLASH MEMORY: SSTI, Atmel SRAM: CY XTALs: SILI, Fox crystals (may not be public) Part of commentary from www.clearstation.com: looking for an extremely volatile week. central will be the CPI & PPI numbers which print on thursday and friday. these numbers will be significantly higher than we've had in the recent past due to increases in the energy component and in the tobacco (used to make butts) component. both of these items are 'non core items'. which means that fed policy has no affect on them and their uptick will not indicate that the price level (on balance) is out of balance (or, as economists say, is 'indicative of an imbalance').

To: j g cordes who wrote (25580)	3/15/2000 3:37:00 AM
From: Johnny Canuck	Read Replies (2) \| Respond to of 68384

Jim, Re: ATML. Atmel Corp (ATML 49 9/16 -1/2): Merrill Lynch reiterates NT ACCUM/LT BUY; and raises their 12-18 price target to $75. They raise estimates based on supply/demand imbalance for flash memory. FY00 goes from $1.74 bln revs and $0.86 EPS to $1.77 bln revs and $0.91 EPS. I noticed the analyst that upgraded SLR stated that he though the component shortage would ease going forward. I know the shortages have been rotating and that not any one particular part is grossly in short supply. Unfortunately, you have to coordinate having enough of everything before you get to ship the product and book the revenues.