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

To: Dan Spillane who wrote (11217)	7/15/2000 10:52:37 PM
From: Mario	Read Replies (2) \| Respond to of 13565

Dan you know everyone is posting about flash is in short supply blah blah blah. I'm posting this to you because from reading your posts you seem to know what is going on. Flash is a commodity that anyone can make, it just so happens the industry got caught with their pants down and hopefully Atmel can prosper from this short term. Unfortunately Atmel being linked to flash, eprom, & eeprom have hurt them in the past due to these being commodities. The boom comes but so does the bust when capacity comes online. I don't know how long you have invested in Atmel but back in '98 Atmel was 70% memory products and 30% logic. I believe it is close to opposite now where FPGA, ASIC, microcontrollers, Smartcards, and SiGe's are the 70%. To me this affiliation with flash is what keeps Atmel down. Sure it looks good on earnings but Wall Street looks ahead and sees capacity coming online. Every Semi gets hit during over capacity but the Ti, LSI, Broadcom, RF Micro Devices just to name a few don't get hit nearly as bad because not every swinging dick can make their products. Just my 2 cents Mario