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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