SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Atmel - the trend is about to change -- Ignore unavailable to you. Want to Upgrade?


To: im a survivor who wrote (13275)12/17/2003 1:04:53 PM
From: tech101  Read Replies (2) | Respond to of 13565
 
The Fool Is Right:

...... the company had finished making huge capital investments in manufacturing the next generation of various products, so that any demand increases would bring increased margins. Not only that, but the company had just returned to free cash flow positive, and the market had yet to reward the stock.....

That is the very reason that ATML has siginificantly lower valuation than its peers because they lost money due to the huge investment footed mostly by the previous investors who paid 20-30.

It just takes time for people to realize fab capacity is an asset rather than burden when it gets tight.