Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Catalyst Semiconductor (CATS) -- What's New? -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (380)	2/14/2001 7:41:50 PM
From: JSB	Read Replies (3) \| Respond to of 436

Radu did just fine. He was cautious, but not ominous. He said they built some inventory and already had enough booked to cover expenses for the quarter. 32 mil in the bank, 4 people asking questions was a pleasant change of pace. He said that they would do well even though in the current environment they expected this quarters revs to be down about 10% and margins down about 7. With 47% margins it won't hurt em to squeeze em a bit for a quarter or two. Seems to me, relative to other semi companies our business is holding up very well. I was particularly impressed when he said that we'd release 15 new products in the next 4 quarters. These guys aren't sitting on their hands, their growing the business.