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

To: cj who wrote (8017)	3/12/1998 9:08:00 PM
From: Doug	Respond to of 13565

cj: Do you know the rev breakdown for EPROM flash, PLD's and ASICs. The competition in the ASIC and PLD mkts is also quite strong especially from TXN, MOT, LSI, XLNX, ALTR etc. I would therefore like to know if during the last Quarter, ATML gained or lost market share. Also,does ATML have any long term contracts with any of the big Consumers.?

To: cj who wrote (8017)	3/13/1998 7:42:00 AM
From: Jim Lou	Respond to of 13565

cj, according to the company, their products are unlike those of commodity semi manufacturers. The following is from 10k. OVERVIEW Atmel manufactures a broad-line of high performance non-volatile memory ICs, microcontrollers, and logic devices. The highly differentiated nature of Atmel's product lines results in greater profit margins and more secure customer relationships than commodity semiconductor manufacturers. The company's products are used in telecommunications, computer and consumer automotive systems. The company's non-volatile memory products consist of EPROMs, EEPROMs (parallel- and serial-interface) and Flash memory devices, and its logic products consist of programmable logic devices (EPLDs and FPGAs), application specific integrated circuits and microcontrollers. Headquartered in San Jose, California, Atmel has manufacturing facilities in Colorado Springs, Colorado, and Rousset, France, where it fabricates silicon wafers using its proprietary CMOS technologies, and manufactures circuits having feature sizes as small as 0.35 microns. Key aspects of the company's business include: Diverse Product Families and Customer Base. Atmel's assorted product offerings and extensive list of customers dramatically reduce the risk of individual customer or product line "brinkmanship". Leading Provider of Low-Voltage Non-Volatile Memory Technologies. Atmel benefits from its leadership position as the market for electronic devices such as pagers, cellular phones and portable devices grows rapidly. For example, the Flash market had sales of approximately $1.8 billion in 1995 and is forecasted to reach $5 billion by 1998.