Catalyst Semiconductor (CATS) -- What's New? Message Board

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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: Cary Salsberg who wrote (57)	12/9/1996 8:40:00 PM
From: Robert Talty	of 436

Cary, I thought of buying at $4 but did not thanks to some of your posts. I just noticed that CATS is at $3 and I'm back looking for a bargin. I still have the same basic problem which maybe one of you CATS owners can help me with. Problem: It seems to me that in the commodity EEPROM and FLASH markets CATS will always be on allocation from OKI whenever the market is running Hot ( when there is lots of money to be made ) OKI would rather make the money itself than sell its capacity cheaply. When the margins are low they have to stay in the market because this is basically their only product line. In Shrot all the downside of a commodity market with no upside. Whats in it for CATS long term to stay with Flash? It seems to me they need to copy products from Atmel, Microchip or Dallas Semiconductor or expand their own lines of security Tag / ID type products. This whole area fits in with some of the A2D and D2A products that they use to have. I know that the Battery ID products and Remote Keyless Entry markets are running very hot both expanding at over 50% pa. on very good margins. These types of products seem ideal for a company like CATS, margins are high so that you can buy allocation in tight times and volume is growing rapidly. Best of all there is that that the customer base on these products is very wide meaning that you dont get the same across the board price drops that you do in the spot EE and flash markets. Do any of you shareholders agree, or am I to blind to see the pot of gold that CATS sees. regards Robert Talty

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