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

To: JakeStraw who wrote (8006)	3/11/1998 10:07:00 AM
From: ken alpous	Read Replies (1) \| Respond to of 13565

To All, Does anyone know what transpired at the morgan tech. conference? Atmel was supposed to be presenting, I would have thought that the stock would have had some sort of reaction either way.

To: JakeStraw who wrote (8006)	3/11/1998 11:09:00 AM
From: Jim Lou	Read Replies (1) \| Respond to of 13565

<The only problem is that, more manufacturers of flash equals more product, which equals lower prices, which equals lower margins & profits for the producers. It's a commodity game now.> jgarcia, what you said may or may not be true. With Intel back away from flash market, both AMD and ATML will play a bigger role. On the other hand, ATML's relationship with Motorola remains strong. Motorola's cellphone market in Asia especially in China is growing rapidly. Mot just landed a big cellphone contract with China. IR said that although Mot's warned, the specific sector with atml was growing. AMD is more into personal computers. Companies focus differently and have different customers, work on different customizations and so on. That's why when Compaq was doing great, Gateway was doing fine too (just an example).

To: JakeStraw who wrote (8006)	3/11/1998 1:36:00 PM
From: MikeM54321	Read Replies (3) \| Respond to of 13565

>The only problem is that, more manufacturers of flash equals more product, which equals lower prices, which equals lower margins & profits for the producers. It's a commodity game now.< This may be a funny/stupid question, but for a couple of years Atmel's press releases always say, Atmel produces, "non-volatile" memory products. I always thought "non-volatile" meant they were not in the commodity game like DRAM chip makers are. Was I wrong about the definition or is the environment Atmel is in now changing? Thanks, MikeM(From Florida)