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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: w0z who wrote (167)	1/21/1996 10:36:00 AM
From: Joseph wang	of 231

Bill, Regarding HWP's annual report: Do you realize how many companies are making flash-memory products? Competition is going to be brutal this year. ISSI recently announced that they will also be involved in flash memory. I think flash memory will be treated like SRAM in 1995. As for an apparent slowdown, that issue is very cloudy. I think Intel has sent Wall street mixed signals. Investors don't really know if there is a slowdown or not. My feeling is that any notion of a slowdown will make it difficult for tech stocks to move up. I don't think supply will meet demand this year or next year for many devices (SRAM, DRAM, flash, etc..) but you must realize that supply/demand for up to 5 years are factored into stock prices so any signs of long term weakness will hurt them. There is no doubt that hi-tech companies will make tremendous profits this year...but you must admit, PE ratios for many companies were out of line (XLNX went as high as 64, INTC and MSFT as high as 30, and NSCP...hahaha). -JW

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