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: Joseph wang who wrote (98)	12/15/1995 2:32:00 PM
From: Thomas DeGagne	of 231

I agree with you on the general statement that more fabs mean more supply and lower prices. That's why I'm more excited about the fab equipment companies then the semiconductor manufacturers themselves. As for a slow down in cell phone sales in the US I doubt it will be a major problem for the flash memory stocks. Cell phones are high volume but use only a small amount of flash. The big market is in high speed, compact flash drives. This market is in its infancy and the potential is huge. What do you think?

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