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

To: turbi who wrote (9732)	4/24/1999 11:30:00 PM
From: Michael Sphar	Respond to of 13565

Boy! Turn my back on this stock and all sorts of things happen! Congrats on the run up. I think this downturn will be shortlived. bwdik. I attended the Informed Investors forum today where Atmel's CFO made the spiel. He presented extremely well humorous, lively, and quite informative. To answer the previous post he confirmed their chip is in the palmstation mate to Sony's Playstation (whatever that is...). Also that they expect Sony to go advertising this hardware big in US/EU shortly now that it has matured in Japan mkt. Several detailed slides covered markets and product percentages also emphasized the upcoming smartcard biz talking about every new PC building in hdware requiring smartcard security access soon as an e-commerce tool. Stressed Temic's future competition to GaaS targeting VTSS, also stressed ATML's broadbased approach to chips in wireless enviroment covering all aspects of portable comm - memory, mcu, asic, dsp, ad-da, everything needed to support portability. Also that flash/memory represents only a much smaller percentage of total business than a short time ago. Like I said quite enlightening and impressive.

To: turbi who wrote (9732)	4/25/1999 1:34:00 PM
From: Michael Sphar	Read Replies (1) \| Respond to of 13565

Oh yes, another thing CFO Donald Colvin stressed - Their view of improving business conditions implies their underloaded French fab which has heretofore been a financial burden will allow them to ramp up much more quickly than competitors and therefore should be viewed as an asset going forward.