August 14, 1976
ICE's economic analysis of MOS companies suggests that it takes at least $10
million a year to break even in this market, and approximately $30 million a
year is required to have an optimum P & L possibility. Exceptions might be in
specialty areas, but the 4K RAM must compete in volume.
Microcomponents seem to have taken a fairly ambitious position for a small
company, becoming a supplier to people like Eastman Kodak for highly specialized
bipolar integrated circuits. It is highly underrated and unknown to many West
Coast firms, even some of those offering competitive products, but its new 12L
direct light-to-frequency converters demonstrate unusual innovation. (Another
"unknown" supplying Kodak is Vactec).
SYNERTEK - UNITRODE PURCHASE
We understand that the 20% interest went for $1.25 million. - It appeared to be
from Synertek's stock and does not represent a replacement. Thus, none of the
four had sold Synertek. Synertek also has some 50-50 joint venture coming up
with a Japanese IC manufacturer. Schreiner has so many wheel-deals going, he
must have trouble keeping track.
ITAC OPTOELECTRONICS MARKET
There appears to be a slight reduction in the interest in the optoelectronics
market with the LED approach. Most people, including the car manufacturers, are
looking for something better than the current offerings in either LED or liquid
ICE's recent analysis, "The Low Priced Digital Watch Revolution," indicates that
the potential profits in the watch business are not for either the IC chip
supplier or probably even the module maker, but instead the "jewelry" market is
probably the most important.
DCA Reliability had a good thing going until they overstepped into trying to
become a distributor as well as a testing and screening house.
One of the difficulties in getting accurate bookings number in the length of
time and cancellation privileges that a company might have with respect to
NO. 382 ( page: 1 2 )
Tom Collier, at one point, was working at Motorola International and Bruce
Everitt may remember him from those days.
© 1976 Copyright Integrated Circuit Engineering Corporation