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

To: SemiBull who wrote (13083)	8/26/2003 6:27:31 AM
From: ikonoklast53	Read Replies (1) \| Respond to of 13565

Taiwan companies troubled with 802.11b short supply and tight capacity digitimes.com Daniel Shen, Taipei; Chinmei Sung , DigiTimes.com [Tuesday 26 August 2003] WLAN equipment makers in Taiwan lately have been troubled by short supply of 802.11b chipsets and tight capacity in their factories, as they met with unexpected demand for 802.11b WLAN equipment. After the ratification of the 802.11g standard in June, the industry has been cutting supply of 802.11b chipsets, anticipating a smooth migration from the 802.11b to 802.11g products. It has been to everyone's surprise that demand for 802.11b products remains strong, especially for external WLAN cards supporting the USB and PCMCIA interfaces, said Barry Su, president of Prime Electronics & Satellitics. Prime Electronics & Satellitics finds itself about 25% short in 802.11b chip supply. However, the company expects shipments to be normalized in September. Prime Electronics & Satellitics depends on ADMtek and Atmel Semiconductor for 802.11b chipsets. It handles production for D-Link, SMC Networks, Belkin, Corega, Planet Technology, Edimax Technology and ActionTec Electronics. Global Sun Technology, the contract manufacturer of several major WLAN vendors such as D-Link, AT&T and China Mobile, has also experienced tight production capacity since July. The company had to push some of its deliveries to August, according to company spokesperson Mark Kao. Shipments of close to 200,000 units of WLAN equipment were delayed, Kao said. The company depends on Texas Instruments (TI) for 802.11b+ chipsets. SparkLan Communications CEO Mike Chen said that the Intel Centrino campaign continues to drive demand for WLAN equipment, and the so called “June-to-August low season” did not occur this year. He expects demand in the fourth-quarter high season will be even greater. The three largest dedicated WLAN equipment makers in Taiwan - CyberTAN Technology, GemTek Technology and Global Sun Technology - are all experiencing tight capacity. T.Y. Lee, vice president of Global Sun, said orders exceed their expectation, and the company has to outsource production to outside companies. According to an earlier report , Global Sun will ramp up production to ship one million units in November and 1.2 million units in December.

To: SemiBull who wrote (13083)	8/26/2003 10:24:04 AM
From: im a survivor	Read Replies (2) \| Respond to of 13565

<<Alot of people say the bull is slowly coming back, but alot of people and alot of economic and world indicators say we are in a bear market, and this is simply a minor bull run, and the worst is yet to come. Really? Might I ask in what particular sources you have read this?>> Well, it would be a pretty long list, as I read alot of "sources". Certainly it is no surprise to you that MOST folks are split right now on whether we are in a secular bear, with the worst yet to come, or that recovery has started, even if starting slowly. EVERYDAY, I read opinions from the so called experts, and everyday, they are split on their thinking. Many think the worst is over and recovery is upon us, and many think the worst is yet to come. Certainly this cannot come as a suprise to you. Heck, it doesnt really matter what kind of market we are in, or when, you will always have people split on their opinions. Anyway, I'm hoping the BEAR talk is wrong, and that recovery has started, but only time will tell us the truth.

To: SemiBull who wrote (13083)	8/28/2003 4:13:59 AM
From: Gib Bogle	Read Replies (2) \| Respond to of 13565

I'm fully invested in stocks (but not in ATML damn it, I took my eye off the ball!), but I'm feeling nervous. The issue is simply valuations - the PEs are unsustainably high, almost at early 2000 levels. The only way these levels could make sense is if growth rates were also high. So far growth is slow at best, so we are betting on growth to increase dramatically in the near future - next 6 months, say. How is the US economy going? What are oil prices doing? My plan is to stay long and strong until the shit hits the fan, then jump fast. The problem is, with so many other investors feeling the same way, it might be hard to jump fast enough. I'd love to be persuaded that I'm out to lunch. Gib