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: DAVE CLEARY who wrote (58)	12/13/1995 9:23:00 AM
From: Tom Claugus	of 231

Dave, You bring up an excellent point. Based on your discussions I ordered Catalyst Semiconductor and it just arrived on my desk two days ago and I haven't had time to look at it yet. However, the same is true for Catalyst when the pricing comes down in flash unless their product is superior in some way to other flash products. Since I haven't taken a look at their flash products yet I do not know what to tell you yet. However pricing is expected to be good for flash for 1996 which probably makes Catalyst a good spec based on this trend. Flash sales growth is good. As the prices come down it continues to eat away at the EPROM market. Many believe flash will eventually replace all EPROM sales (I highly doubt this will be the case). The problem though long term is that the largest producers of flash are Intel, AMD, Atmel and some other Japanese companies (and they are large and they are not fabless). Another flash play is Silicon Storage Technology, Inc.- SSTI - and they just came public two weeks ago. Unfortunately they are fabless too. Sorry I couldn't be o more help. If I can get to it soon I'll do my best to tell you what I think. TOM CLAUGUS

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