CATS - Catalyst Semiconductor Message Board

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Technology Stocks : CATS - Catalyst Semiconductor

CATS 25.89

+1.6%

Jul 2 5:00 PM EST

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To: Joseph wang who wrote (56)	12/12/1995 2:00:00 PM
From: NightOwl	of 231

For what its worth, you also have to consider the quality of the companies management and tech types. These fabless producers make a lot of cash in the under supply period and if they are wise they plow some of those earnings back into product development. ALSC has tried the fab route and it got them into reorganization because of the debt. Since then they have begun developing non-SRAM products including a new video chip which is already showing up on new cards. They may never be as diversified as an Exar or even IDTI. But if they have the ability and good fortune to hit with hot products the fabless will do as well as the fab owners. Look at how ICST has been in a rut during this entire run up. Both you and Claugus seem to have good points which should be taken into account (particularly if you trade for the short term); but, for the buy and hold folks it is quality of management and product. This has been a very interesting and helpful thread. Thanks for letting me insert my two cents.

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