August 21, 1976
ADVANCED MEMORY SYSTEMS/INTERSIL
The merger between Advanced Memory Systems and Intersil will probably take
somewhat longer than expected. It appears that the dear will go through. AMS
will have to report a [sic] $800,000 loss with respect to the Nortec settlement.
Their earnings should continue to be very good.
Mr. Johnson, president of Kasper, will feel better because the semiconductor
capital equipment goods business is picking up. New facilities are planned,
both by major producers as well as in-house facilities. The worldwide market
continues to improve.
Nitron, with its near-proprietary position in non-volatile memories, has become
a supplier to National Semiconductor with this technology. (GI and NCR also
have MNOS technology). Commodore is expected to announce an agreement in
principal to purchase MOS Technology, Inc. in Valley Forge, Pa. reducing the
possibility of any future business for Nitron in this area to zero.
National is continuing to expand its capabilities in the military aerospace
market. The military market is becoming more important. Reliability itself has
become a more significant factor for success or failure in military, industrial,
and consumer products.
Motorola is "digesting" the impact of hiring its new IC head, AI Stein.
Internal rumblings are beginning to appear. There will probably be quite a few
people coming and quite a few going as a result of Mr. Stein's initial
It's hard to conceive how Hewlett-Packard could possibly lose money in the
calculator business, unless you take a broad view of their new R&D programs and
how they are written off.
ICE views the Government Industry Data Exchange Program as one of the few things
the government does which has a possible taxpayer benefit. This group makes an
honest effort at spreading information on new failure modes around. They
identify a specific manufacturer's failure modes. The GIDEP reports are in
gruesome detail and mailed to all participants of the program. ICE has had a
member on the GIDEP committee for several years.
It's hard for a small semiconductor activity without a proprietary product to
survive in direct competition with the majors. Small companies have to have
something going for them in order to continue to exist.
NORTEC VS ADVANCED MEMORY SYSTEMS
Litigations of this type will tend to make companies a bit much more cautious on
the contracts they write, and even more importantly, cautious on properly
executing agreements once made.
VARIAN ASSOCIATES - MOLECULAR-BEAM EPITAXIAL GROWTH
There still is an opportunity for a company who can master these thin films.
The most advanced film material is single-crystal carbon, which because of its
high bandgap has the possibility of making interesting semiconductor devices if
the technology can be mastered.
The leading musical instrument applying IC's is Allen Organ's digital computer-
controlled organ. The Allen organ has the logic capability of a medium-sized
computer. It certainly represents the state of the art in synthesizing musical
MOTOROLA VS T.I. IN THE MARKET
Market analysts and investors continue to probe "what's going to happen with
Motorola"? Probably the best answer is, no one knows for sure. It will take
some months before the presence of Al Stein becomes felt and the results of a
major shakeout at Motorola become apparent.
T.I., on the other hand, has apparently put it together better than
expected in the areas of4K RAMS and high-speed current mode logic. T.I.'s
success in 12L has yet to be demonstrated.
© 1976 Copyright Integrated Circuit Engineering Corporation