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

To: Jim Lou who wrote (7986)	3/5/1998 5:54:00 PM
From: H James Morris	Read Replies (2) \| Respond to of 13565

Hey guys, have you never been into a Co thats out of favor? First let me tell you that Atml is one of my love bugs, doing very well a few years ago trading it like a wonderful pattern, 42 to 30, 30 to 40 etc, etc. After a long absence I returned just recently, reluctantly @ 16. A couple of truths here (1) Atml has not reported good news in 1 1/2 yrs. (2) Atml's book value is declining at an alarming rate (3) Asia problems, continue (4) Atml's Asia exposure, HIGH, well above average (5) Profit margins getting worse (6) No recovery yet, seen in site (7) Intels announcement, today might be the worst is still to come. Todays free advice (1)never try to catch a falling knife, until it hits the ground. Why? because their sharp and always is falling faster than you think. What is the ground? Its when you can't even give the stock away.(remember, CASH is always king, always). Its impossible to buy a bargin, when your out of cash. The reason I like this thread is, I haven't seen the post that bugs me the most, ' I can't wait for this stock to go down, so I can buy some more'

To: Jim Lou who wrote (7986)	3/6/1998 12:28:00 AM
From: Michael Sphar	Respond to of 13565

Hi Jim, Not sure what you are suggesting, nice list though. SERIOUSLY OFF-TOPIC MY APOLOGIES TO THE ATML FANATICS It happens that I've worked at four of those and been able to stick my nose in a couple of others, so I'll try to take a pass at your list. For me personally, I'd say a little bit of "motherhood, apple-pie, and a 12.58% drop today" makes for a good thesis to sink a little in "the worlds largest chip maker". Big Intel Fear days have traditionally turned into good buy days in hindsight. Also I like the idea of finding a chink in Intel's armor. They are not invincible, but have had an incredibly great run the past 10 or 15 years. For this strategy I like the idea of shopping AMD, NSM, maybe LSI when these are cyclically low like now. NSM especially interests me cuz Brian Halla who is ex-LSI and ex-Intel seems to have a thing about gunning for the big one, and I like that. Maybe, just maybe this time he'll find the leverage point and pull it off with some degree of success. Who knows ? An inspirational leader can transform a company. Atiq Raza (remember Nexgen ?) is now steering AMD and the same can be said for him. CUBE has been a disappointment to me, I looked at them a couple years back and decided to go with ZRAN instead. Both stocks are volatile, but I think I've had more fun chasing Zoran, and its cool to go to a movie theatre and know that its ZRAN's technology that's driving all that great quality Dolby Surround Sound. For me personally TXN, MOT, and MU are too far away for my money. I have no interest in casting my few bones that distance, though I watch them casually too. In the FPGA/CPLD arena I chase ALTR as I used to work there too, in lieu of LSCC and XLNX. LLTC is an amazing company from the market perspective. I see they have razed a building on Sycamore St. and are building a new structure. Their financials are incredible, but I have a tough time paying over $60 a share for a stock, probably the Swiss in me. As for the rest, well watch 'em like a hawk and invest when everyone thinks they are dogs. Works for me.