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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (10844)2/5/2001 5:44:08 PM
From: Jane4IceCream  Respond to of 30051
 
LOL..

Believe it or not, we've been short on INSP since the teens. Please dont tell Si Bob!!

Jane and the crew



To: Logain Ablar who wrote (10844)2/6/2001 10:15:42 AM
From: Bruce A. Thompson  Read Replies (1) | Respond to of 30051
 
I agree that SI is getting slow, but it is doing better than Raging Bull. The parent co bought it last year for $165MM and just sold it for $15MM. Ouch!

BT



To: Logain Ablar who wrote (10844)2/6/2001 5:33:57 PM
From: Bosco  Read Replies (1) | Respond to of 30051
 
Hi Tim - this may be a few days late and a few dollars short <g>, but fwiw, some tidbit about ATML.

www2.marketwatch.com

Evidently, the CFO sees no increase in flash mkt shr but an increase in dollar term. Margin expansion? But of course, flash is just a segment of ATML, it seems to be more on SiGe. I remember the CEO is also working to increase the company's smartcard biz

best, Bosco


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