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Technology Stocks : California Micro Devices

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To: Tom Linzmeier who wrote (26)	9/11/1997 9:24:00 PM
From: Tom Terf	of 168

Yes, I would buy into dips as well. The stock is severely depressed due to the overhand of the legal battles which were all killed off in March 1997. There are significant customer orders coming or that have been already booked at this time. I would like to respond to some poster questions in this area... The most significant of which is from Intel for the PAC1284-02Q which is being used on the new Dual Pentium II workstation motherboard to be unveiled in November at Comdex. This implementation of the parallel port filter/termination function with integrated EESD diodes should quickly spread to all other future Intel board designs and to other PC motherboard factors. The next largest win in terms of volume potential is the DEC Alphaserver win which will requires literally hundreds of CMD packages per motherboard. This new system will run at about 400Mhz, but more significantly, the data transmission rates on the bus will be at 100MHz or above and utilize low logic signalling levels to achieve these speeds at reduced power consumption. CMD developed two custom products for this DEC design. The DEC product will be announced in January and production ramp up soon thereafter with millions of units available for CMD (as the primary source). Compaq Computer has adopted a new termination approach from CMD for high speed memory cache which employs a highly integrated Schottky diode array in a high end server product. This product has significant potential in all newer memory schemes as well -- where data transmission rates are at 100MHz or higher. It can be a new industry standard. In this connection, I am amused by the price appreciation of Semtech Corp, which is also primarily focused in this application area. CMD has as rich a product line and potential as Semtech yet Semtech's market cap is now $ 450M and CMD is under $ 90 M or 1/5th as much.

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