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Technology Stocks : Catalyst Semiconductor (CATS) -- What's New?
CATS 25.89+1.6%Jul 2 5:00 PM EST

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To: JACK SHOYKHET who wrote ()10/30/1996 8:45:00 PM
From: Robert Talty   of 436
 
Jack,
I've just started to look at this company again.
I like what I see as far as share price goes. P/E looks OK and P/S looks good. I'm still not crazy about the Margins on there products or the comodity nature of the EPROM / Flash business.

Does anyone know if the company is developing any new differenciated EEPROM or Flash products. I would so much like to here that CATs was in the same markets as Microchip. The Non Volatile microcontroller market is so much more stable than the flash and EEPROM markets.

Still I cant resist the share price. I think that we are seeing the beginings of a major turn-around in the semi markets. I expect to see over 50% growth in the APR markets in the next year. If CATs can pick up some of this then we will be looking at a $20 to $25 share price.

Any comments?

Regards
Robert Talty
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