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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: jeffbas who wrote (17398)	7/11/2003 5:35:19 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78595

jeffrey bash. Tremendous gross margins on those two! P/book, p/sales and p/e are very high though reflecting that. I would need to study the business sector and the stocks to get some understanding of what's going on. At this point it just looks to me like neither LLTC nor MXIM are value buys. And as you allude, ATML may not be either if there's not much margin of safety with its business strategy. Paul Senior

To: jeffbas who wrote (17398)	7/11/2003 9:45:57 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78595

re ATML I have followed this company for years and agree with Jeffrey that this is not a lT investment. ATML diversifications means that it is running several subpar business that tend to get hit at the same time. it is capital intensive because they are still running their own fabs. over the last few years, ATML made a little money late during the cyclical upswings and lost a lot during downtimes. Unless management changes its business proposition, I don't think that ATML is a an investment, maybe a speculation and sooner or later this company will disappear one way or the other.