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

To: Dave O. who wrote (13471)	9/3/2004 12:52:26 PM
From: tech101	Read Replies (1) \| Respond to of 13565

Shortages, price hikes begin to appear in flash memory By Mark LaPedus Silicon Strategies 09/02/2004, 5:40 PM ET HOUSTON — Shortages and price hikes are showing up in the flash-memory market after a slight pause in the market, according to an e-mail newsletter from Smith & Associates, an independent distributor, based here. "Although low-voltage flash was readily available during July, pockets of tight supply emerged during August," according to the newsletter. "With regular requirements from the telecommunications, cellular phone, and set top box sectors, open market pricing has risen above direct pricing for some models." The NOR market is strong. "Inquiries for NOR flash have been healthy amid steady pricing and limited availability, particularly in low voltage and industrial configurations," according to the report. "Intel flash production has been strong as the processor giant expands its presence in the NOR flash market." NAND is still in the dumps, however. "Several producers are launching or expanding production of NAND flash as these components gain in popularity. Meanwhile, NAND prices continue to decline, especially in 512Mb, 1Gb, 2Gb, and 4Gb densities," the report said.

To: Dave O. who wrote (13471)	10/14/2004 12:27:38 PM
From: im a survivor	Read Replies (1) \| Respond to of 13565

Man this is one ugly chart on ATML.....major indices have held up well...many of atml's peers have held up well...but ATML itself is closing in quickly on it's 52 week low and if earnings/guidance is very poor, we could be looking at it's all time low back under $1.... Seems like they keep coming out with nice, new products..... but, none of that matters unless the company executes. Oh well, I'll still hold the shares I have and hope for the best, but am definatly wishing I had sold more when I sold some at about $7....at that point I didnt want to sell more cause I thought atml was heading back above $10, so I only sold some..obviously, in hindsight I wish I had sold all before it got cut in half....and now, I hope I dont look back in hindisght a year or 2 from now and wish I had sold it all at $3 <g>...but the chart sure does look ugly....2 steps down, one teeny step up, but overall, it's a steep downward slope and I just dont see much resistance anywhere.....I sure hope the warning they issued is already factored in and when they announce the numbers we dont get hit too hard...but, I suspect any negative talk during the CC will send this down quickly...so lets hope they have a positive tone in the CC!