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Technology Stocks : California Micro Devices

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To: Tom Linzmeier who wrote (23)	9/9/1997 11:51:00 PM
From: Robert Florin	of 168

The last conference call with management suggested that CAMD would begin shipments to the two largest PC motherboard makers.... The largest is Intel. If that is the case, the stock would be going crazy right now. After that probably comes a lot of Taiwanese boardmakers like FIC/VIA/PC Chips/Asustek/SuperMicro/Abit/ Aopen/perhaps ALRS. Some of the Taiwanese guys are making boards for Intel PII chips, Socket 7 Intel, Cyrix and AMD chips. FIC makes boards for Cyrix Media GX, selling them under Compaq's Presario 2200 series label. Were there any hints about the size of the expected orders?

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