Design Con 2015
Breaking News
Comments
Newest First | Oldest First | Threaded View
Page 1 / 2   >   >>
t.alex
User Rank
Rookie
re: Analyst likes Atmel over Texas Instruments
t.alex   8/14/2011 5:01:13 AM
NO RATINGS
This is from the perspective of a Wallstreet analyst anyway, isnt it?

mcgrathdylan
User Rank
Blogger
re: Analyst likes Atmel over Texas Instruments
mcgrathdylan   8/12/2011 7:21:26 PM
NO RATINGS
I think it's important to keep in mind here that Berger is really only talking about the potential for TI and Atmel's stocks to move up. He says clearly that his firm is not bearish on TI, but just thinks that Atmel has more upside right now. Just taking a rough look at the numbers, as of the day the article was published, TI's stock was valued at about 72 percent of Berger's target price, while Atmel's was only about 53 percent of his target price. Assuming that the target price is a good, reachable value for each stock, Atmel obviously has more room to move.

Roger3
User Rank
Rookie
re: Analyst likes Atmel over Texas Instruments
Roger3   8/10/2011 11:40:11 PM
NO RATINGS
BTW , guys like Keith Jackson, Win Rolants and Steve Laub deserve a Harvard case each.

Roger3
User Rank
Rookie
re: Analyst likes Atmel over Texas Instruments
Roger3   8/10/2011 11:38:01 PM
NO RATINGS
Congrats to Steve Laub, the big maestro of Atmel change !

david.atkins
User Rank
Rookie
re: Analyst likes Atmel over Texas Instruments
david.atkins   8/9/2011 8:22:32 PM
NO RATINGS
based support to customers Atmel every time but lets hope the National ethos gets into TO rather than the other way around

ee_guy1234
User Rank
Rookie
re: Analyst likes Atmel over Texas Instruments
ee_guy1234   8/9/2011 7:57:49 PM
NO RATINGS
I will leave it to Patk0317 if he wishes to state his affiliation, but it isn't TI past or present.

KB3001
User Rank
CEO
re: Analyst likes Atmel over Texas Instruments
KB3001   8/9/2011 1:31:28 PM
NO RATINGS
In terms of revenues, we are comparing chalk and cheese here. Atmel's revenues are ~$1.6Bn while TI's are in $14bn region. That said Atmel are very strong in the microcontroller segment. Their business focus and strength in a fast growing market (mobile devices) as well as their sound cash flow mean they are a more attractive investment opportunity than a big company like TI which has been through a costly acquisition. This is a no brainer. That does not mean however that TI prospects are bleak in the long term. As Patk0317 above said, TI has the one-stop-shop advantage.

Xplain
User Rank
Rookie
re: Analyst likes Atmel over Texas Instruments
Xplain   8/9/2011 12:22:18 PM
NO RATINGS
Being an Atmel employee I have to comment on this one. We have products that TI (and others) have tried to copy for some time and given up on, leaving us as the sole supplier. It is not given, that big companies like TI have the necessary skills or knowledge in every team to make market leading products. Don't ask me about details as I naturally cannot say more.

goafrit
User Rank
Manager
re: Analyst likes Atmel over Texas Instruments
goafrit   8/9/2011 10:03:45 AM
NO RATINGS
Interesting. How big is Atmel. Can they command price leadership? This is going to become a huge issue.

yellow1986
User Rank
Rookie
re: Analyst likes Atmel over Texas Instruments
yellow1986   8/9/2011 3:23:41 AM
NO RATINGS
seems~but I still agree with him~

Page 1 / 2   >   >>


Flash Poll
Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Max Maxfield

Are Today's Designs Bound by the Constraints of Yesteryear?
Max Maxfield
25 comments
As part of my ongoing Pedagogical and Phantasmagorical Inamorata Prognostication Engine project (try saying that 10 times quickly), I'm working with Jason Dueck from Instrument Meter ...

Jolt Judges and Andrew Binstock

Jolt Awards: The Best Books
Jolt Judges and Andrew Binstock
1 Comment
As we do every year, Dr. Dobb's recognizes the best books of the last 12 months via the Jolt Awards -- our cycle of product awards given out every two months in each of six categories. No ...

Engineering Investigations

Air Conditioner Falls From Window, Still Works
Engineering Investigations
2 comments
It's autumn in New England. The leaves are turning to red, orange, and gold, my roses are in their second bloom, and it's time to remove the air conditioner from the window. On September ...

David Blaza

The Other Tesla
David Blaza
5 comments
I find myself going to Kickstarter and Indiegogo on a regular basis these days because they have become real innovation marketplaces. As far as I'm concerned, this is where a lot of cool ...