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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Joan Osland Graffius who wrote (29218)	6/18/1998 10:58:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Joan, A lot will disappear. Look at the SRAM cos. and the graphic chip cos. They are nearly all vulnerable to extinction. Unfortunately, they are already priced that way. On SRAM, names like ISSI, ALSC, and, somewhat less likely, Cypress. On graphic chips, Cirrus, C-Cube, Diamond, etc are all endangered species. Some of these are well-managed cos., but they are in parts of the business the market has abandoned or combined with other products. Next cycle, we get the LSIs, VLSIs, Alteras, Xylinx, Linear and Maxims. But those will probably survive this one, though they will be limping and breathing heavily. MB