CATS - Catalyst Semiconductor Message Board

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Technology Stocks : CATS - Catalyst Semiconductor

CATS 25.89

+1.6%

Jul 2 5:00 PM EST

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To: Thomas DeGagne who wrote (96)	12/14/1995 10:58:00 PM
From: Joseph wang	of 231

I just have a quick comment...not directly to you, but to everyone. I think fabs are bad for business right now. More fabs means more production which results in a surplus of chips. For Flash Memory products, Atmel is going to be using 8 inch wafers (probably as early as mid 1997), which will increase its production (assuming comparable yield) by two-fold. To make things worse, MU and INTC are going to flood the markets with even more Flash Memory (increasing their spending in those areas). For the long term, it doesn't look to good. I am primarily worried about my investments in CATS (this is the CATS section...so I will talk about CATS) because of today's strongly negative response to Nokia. Whether its true or not, decreased or slowing demand for cellular phones means a slowing demand for flash RAM. I know flash memory isn't just used for cell. phones, but just the fact that flash RAM is used in cellular phones may become an argument later for downgrading flash memory makers. Then you'll see flash memory stocks get slaughtered like the SRAM stocks. If you don't believe cell phones are related to flash memory...just check October 19th, you'll see a HUGE dip in all the flash memory makers on that day (AMD doesn't count because it is diversified) when Motorola reported lower than expected earnings and commented that cellular phone demand were not growing as much as previously thought. Comments?

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