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

To: John Posatiere who wrote (197)	11/19/1997 11:06:00 AM
From: DeadHead	Read Replies (1) \| Respond to of 436

I believe the fire happened after the report.

To: John Posatiere who wrote (197)	11/19/1997 11:43:00 AM
From: slob	Respond to of 436

John, UMC(UICC) fire was on Oct 6 (from memory). Interesting Article on Flash prices follows. techstocks.com Based on current Masked programmed ROM prices it seems to me that flash prices still have a little way to fall. I'm hearing Masked ROM quotes for mid 98 that are around $0.50 per Mbit. Thats down from $0.80 at the moment. Flash process complexity will add about 35% extra to the processing cost and reduce yield by about 7% plus increased test cost of about 5%. Which is basically the difference between Flash and Masked today. So I expect mid 98 Flash prices will drop by around 30% from todays prices. Slob