AC #600 Integrated Circuit Engineering Collection Series 16

September 18, 1976   Description:

    A series of 1976 reviews of  Don Hoefler's Microelectronics News

    ICE Collection - Project File 10085 - review of :

MICROELECTRONICS NEWSLETTER
September 18, 1976

SHAKEUPS AT FAIRCHILD
ICE's recent visit to Fairchild suggested that there is a continuing amount of unrest, although Corrigan's confidence is gradually improving, particularly with respect to their MOS capabilities. They still have a ways to go to develop an operation as effective as some of their competitors in the Bay Area, particularly National. ICE finds it interesting to note that older remote plants, such as the Portland facility, aren't as effective as new ones in the middle of Silicon Valley or in the Salt Lake area. Our experience suggests that older plants are capable of competing in Silicon Valley because of the better people. While a new facility in a remote location may compete effectively for a time because of the modern equipment, Silicon Valley talent is better at keeping yields up in an aging facility.

AMI -GLENN PENISTEN
Penisten is obviously taking a very strong position at AMI, although generally he may be overworking the fancy planning procedures of TI. The better help seems to like the idea of finally getting some direction from the top. Financially, it will probably take Penisten a year or two to throttle down to the right kind of management for AMI, but in the long run he might be able to but the available engineering talent and AMI's excellent customer relations together into a more moneymaking organization. Overall, Silicon Valley business tends to be good with full parking lots, but there continues to be nervousness about the longer term period. Probably, if we can avoid an overexpansion in this upswing, we can avoid much of the recession that might result and get some damping on the semiconductor business pendulum. Short-term greed is the industry's big enemy.

TWO TOP NAMES
Confidentially, the two people considering the distributor partnership are Marshall Cox and Bernie Marren. If it does go, it will indeed be one of the highest-powered distributors in the business, with lots of marketing talent available from AMI and Intersil.

ELECTRONIC ARRAYS
EA is in for some continuing hard times as they attempt to build up a market for the EA 9002 microprocessor and other new products to replace the lost calculator custom business. The process problems at this critical time don't help either.

MICROMA
Microma was ahead of its time with the LCD display, but is indeed in a stronger position now. If Intel is intent on selling Microma, it indicates a powerful repulsion towards being involved in consumer marketing and production. It's not as if Intel needed the cash.

© 1976 Copyright Integrated Circuit Engineering Corporation


Hoefler's Microelectronics News, September 18, 1976


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