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: SLN who wrote (7583)12/14/1997 12:51:00 PM
From: Sunny Jim  Respond to of 13565
 
<ATML sells a whole heck of a lot of components that go into finished Asian goods that are then sold back around the world. It's my understanding that many of the ATML components are not easily obtained from other sources. If so, one would expect significant benefits to ATML and other component manufacturers.>

This has crossed my mind also. The majority of components that ATML sells do not remain in Asia, but as you point out are exported in finished products. If Asia is going to export themselves out of their current mess, it would seem that ATML will see an increase in demand for their products in Asia. If they are smart enough to protect themselves from the currencies of these countries, ATML should do great.



To: SLN who wrote (7583)12/15/1997 4:08:00 PM
From: Vikas  Read Replies (1) | Respond to of 13565
 
SLN,

Your commentary is quite interesting. I agree that a "slight
decrease" in BTB would probably be in the .05 to .1 range.
The SEA crisis will hold the stock back for a while, until the
company reports earnings. Looks to be holding steady at the
current level...might be headed for a 20 +/- close on options
expiration Friday...unless something drastic takes place.

Vikas