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 (1226)	2/29/2000 11:33:00 PM
From: ftth	Read Replies (1) of 1782

Hi Darleen, my point wasn't to knock the quality or features of their parts; my point was to say that if I'm doing a design and a CAM looks like a good candidate part, Mosaid probably wouldn't even have come up as a candidate unless for some reason none of the manufacturers that come to mind has a part that will do the job and I needed to look further. Generally there's an alternative memory architecture that can be used in place of CAM's, with equal or better performance and many times much cheaper due to volume. Here are growth and market share numbers (from InStat) for specialty memory relative to all SRAM. CAM is but a small portion of specialty memory (specialty memory is mostly made up of multiport and FIFOs): year: 1994 1995 1996 1997 1998 $mkt shr: $225.3 $242.9 $284.7 $299.7 $389.4 % Mkt share: 6.0% 4.0% 6.0% 7.8% 10.0% %Growth: 5.2% 7.8% 17.2% 5.3% 29.9% 1999 2000 2001 $276.2 $305.4 $326.9 6.2% 7.0% 7.9% -29.1% 10.6% 7.0% Remember, CAM is but a fraction of THESE numbers, and Music Semiconductor is most of the CAM sales. Total worldwide dollar shipment for all SRAM in 99 was estimated to be $4,455.1 (in millions). This was from a November 1999 report.

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