Unless your name is Qualcomm (Nasdaq:QCOM), serving the wireless device market is a tricky proposition, as constant ASP erosion is a fact of life and the prospect of losing sockets always looms. Investors in Atmel (Nasdaq:ATML) have seen that firsthand, as this large microcontroller company has suffered from competitive socket losses and market shifts toward cheaper alternatives. With new product opportunities on the way and the prospect of improving operating leverage, though, these shares have started to recover. The question for investors is whether the company can deliver even more upside than these improving expectations incorporate.
Please read the full piece here:
http://www.investopedia.com/stock-analysis/061013/bar-rising-atmel-again-atml-syna-fsl-msft.aspx
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» Investopedia: The Bar Is Rising For Atmel Again
Monday, June 10, 2013
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