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

To: john dodson who wrote (2389)	7/31/2000 12:52:44 PM
From: larry pollock	Read Replies (1) \| Respond to of 2694

On what is starting to be a semiconductor rebound today, CY is floundering, again, while IDTI increases its stock price outperformance, again. Maybe Wall Street became bored with CY after struggling through TJR's lengthy and tedious "Why Cypress Acquired Silicon Light Machines." Also, Wall Street is probably wondering how many more shares will have to be exchanged for the acquisition given CY's substantial price drop. Dilution? Dilution?

To: john dodson who wrote (2389)	7/31/2000 4:28:36 PM
From: rinv	Respond to of 2694

actually -- my response was in response to cy's purchase of slm. another diversion from they're core competency among many others in the past that have not worked with even more conventional technologies. so i asked my cousin about mems. hes doing optical research at a large northeastern university. >I hadn't heard of SLM, but Dave Bloom is a pretty well respected name in >optics research. I never realized that Cypress was so deep into optical >communications. Judging from the fact that they invested in the company >last year, it looks like an inside deal. >The MEMs stuff has been a recent craze in optics. Lucent has been >working on MEMs flippable mirrors to switch light, as have startups Xros >and Cronos. Nortel bought Xros (Sunnyvale) for $3.25B in March and JDS >Uniphase bought Cronos for $750M in April. I guess Cypress and SLM are >just trying to jump onto this bandwagon. I haven't seen any real products >delivered yet in quantity, so I'm not sure if this technology is real or >not. But I don't see any reason why it shouldn't work. There have been >a lot of MEMs devices demonstrated in research and the flexible silicon >is surprisingly robust. so -- there it is. we'll see how much micromanagement these guys will take before they start jumping ship. im still hoping that cy will put more energy and resources into areas they have knowledge and experience in. they have been and they're initial runup shows it. TJ did really well positioning the company 96-99 in low power development which has begun to show fruition in sales to cell phone companies, but, they always seem to have a knack for stalling.