Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: Ahda who wrote (1218)	2/29/2000 10:14:00 PM
From: ftth	Read Replies (1) of 1782

CAM's in IC form have been around for over a decade as commercial products. Others include Lara Technologies, UTMC, MOT, plus lots of others that have embeddable cells in their ASIC libraries. Music is I believe the sales leader, but it's a very small market compared to the memory market overall, and is fairly fragmented with many proprietary architectures. This is from memory (I'll double check and get back later) but the "specialty memory" market, into which CAM's are lumped and are but a small fraction of that, is less than 1% of the total SRAM market. Yes the market is growing and CAM's are being used now more than ever before, but it's still a very small market. I don't think Lara or Music are publicly traded so some small pure play would be the only way to play this since that's the only way to truly ride any growth curve in CAMs. Never heard of Mosaid (and don't think that the fact they aren't well known isn't significant) but that may be a way if you must play. Also don't forget that even if usage of CAM's is high and continues to be high, that doesn't mean that piece part sales will be high since they will be embedded to reduce cost going forward.

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