SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : A Discussion re. Memory: MU CY TXN ALSC IDTI ISSI etc.
TXN 161.46+0.6%3:59 PM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ron Kory who wrote (93)12/9/1996 10:41:00 AM
From: Lewis M. Carroll   of 138
 
Here's just a guess:

ISSI is what I like to call a "Taiwan Storefront". They have no fab, produce only one line of product (SRAMs) [OK, they also make some EPROMs and Flash, but I think they are 80%+ SRAM], and have almost no direct sales force to service customers. They rise and fall with the tide of SRAM pricing trends and the wims of memory investors.

IDT is a diversified company with multiple product families (SRAM is ther largest) including RISC Microprocessors (MIPS), controllers for WebTV (check out their thread), and others. Very similar to CY in their diversification. Also, IDT has their own fabs and their own sales force. Also, Montgomery recently raised their rating on IDTI.

Any questions?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News