SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CYPRESS Semiconductor (CY)
CY 23.820.0%Apr 16 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: john dodson who wrote (2389)7/31/2000 4:28:36 PM
From: rinv   of 2694
 
actually -- my response was in response to cy's purchase
of slm. another diversion from they're core competency
among many others in the past that have not worked with
even more conventional technologies. so i asked my cousin
about mems. hes doing optical research at a large
northeastern university.

>I hadn't heard of SLM, but Dave Bloom is a pretty well respected name in
>optics research. I never realized that Cypress was so deep into optical
>communications. Judging from the fact that they invested in the company
>last year, it looks like an inside deal.

>The MEMs stuff has been a recent craze in optics. Lucent has been
>working on MEMs flippable mirrors to switch light, as have startups Xros
>and Cronos. Nortel bought Xros (Sunnyvale) for $3.25B in March and JDS
>Uniphase bought Cronos for $750M in April. I guess Cypress and SLM are
>just trying to jump onto this bandwagon. I haven't seen any real products
>delivered yet in quantity, so I'm not sure if this technology is real or
>not. But I don't see any reason why it shouldn't work. There have been
>a lot of MEMs devices demonstrated in research and the flexible silicon
>is surprisingly robust.

so -- there it is. we'll see how much micromanagement these
guys will take before they start jumping ship.

im still hoping that cy will put more energy and resources
into areas they have knowledge and experience in. they
have been and they're initial runup shows it. TJ did
really well positioning the company 96-99 in low power
development which has begun to show fruition in sales
to cell phone companies, but, they always seem to have a
knack for stalling.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News