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Technology Stocks : CYPRESS Semiconductor (CY) -- Ignore unavailable to you. Want to Upgrade?

To: larry pollock who wrote (2361)	6/9/2000 5:53:00 PM
From: Ted The Technician	Read Replies (2) \| Respond to of 2694

SRAM Chips Latest To Become Scarce By Arik Hesseldahl Friday June 9, 5:41 pm Eastern Time Forbes.com As if there weren't already enough shortages in the semiconductor industry, the relentless increase in demand for cellular phones has begun to affect supply levels of yet another component: Static Random Access Memory. Long used in the memory caches of PCs, demand for SRAM had dropped off as microprocessor makers such as Intel (Nasdaq: INTC - news) and Advanced Micro Devices (NYSE: AMD - news) started to build processors with integrated caches right on the chip. That led semiconductor manufacturers who make SRAM, like Korea's Samsung, IBM (NYSE: IBM - news) and Motorola (NYSE: MOT - news), to pay SRAM less attention in recent years. But as with many silicon components, the mobile phone and the Internet have changed that. Adrienne Downey, research analyst with Semico Research, an industry research firm in Scottsdale, Ariz., says that the surge in demand for cell phones and Internet routers and switches have pushed demand for SRAM supplies nearly to shortage status. Similar demand has already stretched supplies for flash memory into a near-critical shortage. One interesting development on the SRAM front came on June 7 from Micron Technology (NYSE: MU - news), which said it began shipping samples of a combined flash and SRAM chip. Unlike SRAM, flash memory is able to hold its information after its power has been shut off. Micron apparently sees the combination as useful in next-generation mobile phones where new Internet applications will begin to attract new users. Downey sees the combination as a smart move for Micron, but wonders how the new device would be classified as a product. Will it be SRAM or flash? Downey says Semico is forecasting a global SRAM market of $5 billion this year. Leaders in the SRAM business are Samsung, which holds more than 20% of the market, followed IBM, NEC (Nasdaq: NIPNY - news), Hitachi and Motorola, among others. Japan's Matsushita says that it developed a new SRAM technology that will draw one-hundredth the power of traditional SRAMs. Since battery life is a concern in cell phones, a chip that draws less power is always welcome in the industry. But strangely, the company says it won't begin commercial use of the new technology until about 2005. Downey wonders about the length of time needed to ramp up the product. ``It sounds really attractive as a product, but five years sounds like an awfully long time to get the part to market,'' she says. Go to www.forbes.com to see all of our latest stories.

To: larry pollock who wrote (2361)	6/21/2000 6:46:00 PM
From: rakitup	Respond to of 2694

No, I don't suppose I should comment because I haven't followed IDTI closely, although I know it is a more widely touted issue. I just like the cut and dried opportunity CY represents if you wait for the buy stop, which I now have moved to 52 3/16 with a target price of 68. I certainly like the looks of the IDTI chart and would be a buyer as long as it doesn't penetrate the upper or lower band of its trading channel. As long as it stays in this channel one can buy the dips and ride this trend, which is very nice. Remember though, "Never" sit on a spike! From your DD, does IDTI have a bluetooth connection? I think but am unable to prove a strong connection exists with Cypress. I'm still working on the data source for more details. Rak up a winner