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

To: Shawn Donahue who wrote (2529)	2/8/2006 1:51:08 PM
From: NAG1	Read Replies (1) \| Respond to of 2694

Shawn, The news from Cypress the past several weeks is pretty interesting. I listened a couple of months ago to one of the analyst conferences and they really played up the PSoC as part of their chip strategy. I think it was this part of the Cypress business that Simtek was going to help with. It would be nice if one of these news items would mention this. Might give Simtek a boost(I post this because I know that you are also into Simtek). Neal

To: Shawn Donahue who wrote (2529)	3/16/2006 7:42:28 PM
From: Shawn Donahue	Read Replies (1) \| Respond to of 2694

Cypress Planning For Margin Expansion Kate DuBose Tomassi, 03.16.06, 4:15 PM ET Caris & Company reiterated a "buy" rating on Cypress Semiconductor citing the company's plans for increasing margins. At a recent Cypress (nyse: CY - news - people ) investor conference, the company's chief financial officer set forth new steps in the company’s financial and business models. To keep up growth, the company plans to improve financial performance and develop a diversified, higher-margin business model. Management said an improvement in margins will be facilitated by very strong intellectual property, efficiencies between manufacturing and research and development, a huge market, differentiated product and low cost manufacturing capacities. Caris analyst Rick Whittington said Cypress' computer, consumer and SunPower divisions are replacing the company's traditional SRAM memory business as the principal product lines. In SRAM, Cypress is behind Samsung, and the market has had low margins on average over the past ten years. In its Datacom business, Cypress said it is reinvesting in wireless infrastructure, which it says should begin "contributing fairly heavily" very soon. In addition, Cypress management talked a lot about image sensors, a new division for the company,. Image sensors have huge application in digital still cameras, cell phones, automotive and industrial. Micron Technology (nyse: MU - news - people ) and OmniVision Technologies (nasdaq: OVTI - news - people ) have seen recent strength in this business, the analyst said. Cypress is scheduled to report earnings on April 20. forbes.com