Sometimes it pays listen to the voice in your head at the expense of
what numbers and company managements may have to say. There have been
plenty of calls out there in 2012 to buy semiconductors in the hopes of a
recovery, and in particular to buy
Atmel (Nasdaq:
ATML)
in the prospects for good growth in the touch controllers that help
drive the user-interaction experience for smartphone and tablet users.
And yet, worries about the ongoing commodization of this category have
kept me on the sidelines and have cut the value of Atmel roughly in half
this year.
Please read more here:
http://www.investopedia.com/stock-analysis/2012/Can-Atmel-Touch-Bottom-ATML-CY-BRCM-MSFT1105.aspx
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