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Technology Stocks : Microchip technology (MCHP)

MCHP 52.55

+1.4%

3:59 PM EST

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To: Richard Tuck who wrote (304)	4/7/1998 7:28:00 PM
From: Frank Roso	Read Replies (1) of 475

Richard, I agree. In the past Sanghi has had several things going for him. 1. Major competitors have had horrible delivery problems. This has resulted in major wins from the competitors' disgruntled customer base. 2. Because they had few competitors on some of the low end products, they were able to keep their profit margins high. 3. They were able to build a "cult" following among consultants and small customers, both of whom they (or the reps) serviced well. Now Capacity issues are diminishing. Low end competitors are stacking up which will drive margins down. Like it or not microcontrollers are becoming more of a commodity item. Service will suffer under a direct sales force. Thus, they stand to lose their base of loyal consultants and customers. Their next generation architecture is still too far in the distance to make an immediate difference. For my wallet's sake, I, too, hope they succeede. Frank

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