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To: Douglas Nordgren who wrote (7415)	10/25/1997 6:52:00 AM
From: shane forbes	Respond to of 25814

Hi Douglas: re: my comment on "flash memory demand going down" I was merely using the assessment by the guy who posted the original note. His words were: slowdown in flash demand Anyway last night I began to have my doubts about this slowdown in demand thing. After a bit of searching I found the following on the ATML thread: techstocks.com According to the above there is no slowdown in demand. (Price competition, as Haim would point out, is another thing!) Anyway so this last post dispels the "slowing demand for flash" rumor. Being the nutty nut that I am wouldn't this kind of thing spur demand for gadgets that use flash memory in the same way that when DRAM goes down in price PC's become cheaper and hence demand goes up (theoretically of course what tends to happen with PCs is that the manufacturers just include more goodies - regardless the consumer gets more bang for the buck)? Unless of course flash memory is 0.1% of the final cost - then it is immaterial! Just wishful thinking. --- the funny thing about this semi-equip take out and shoot mentality going on here I do not see any sign from the smaller semi-equip companies that demand was decreasing. On the contrary my impression from the likes of FSII and UTEK was that next year looked bright! Darn... I guess we wait for the AMAT conference call or another BTB number or Greenspan to say that he is not happy with the irrational lack of exuberance in the semi-equip sector. --- Douglas: one point though re: LSI. It is as real a semiconductor company as you will find out there. If they were diversified as you say then the company would not see as large a swing in demand as has been the case. In late 1995 people thought LSI would not suffer the same fate as the other semis - one of the reasons was the high value added ASICs they build, another was the supposedly diversified customer base. Two years later, with LSI sucking wind in the interim, no one's saying the same thing. For the immediate future they're hurting badly and there's no way to sugar coat it. (unfortunately) --- lsilogic.com

To: Douglas Nordgren who wrote (7415)	10/25/1997 9:10:00 PM
From: getgo234	Read Replies (1) \| Respond to of 25814

ATML (concentration in flash memory) recently reported that b/b for the 3rd qtr was 1.2 with strength along all product lines. Either 15 or 18% of sales are to MOT (cellular phones). Interestingly, ATML noted higher profit margins for the qtr were due to product mix with increasing sales in ASIC products. LSI top line growth is dismay while some others in similar markets are doing OK.