November 6, 1976
INTERMARK DISTRIBUTOR PURCHASE BY BERNIE MARREN AND MARSHALL COX
The semiconductor distributor finds himself in the position of furnishing more
and more service without increasing the margin. Complex microprocessor systems
put an economic burden both on the distributor as well as his principals who
provide data sheets and a lot of free information which can be completely buried
in the purchase price. In the opinion of ICE, Mr. Marren and Mr. Cox lire
probably lucky to stay out of the next go-around in the distributor business.
AMD - MARSHALL COX V.P. EUROPE
As Europe comes out of the recession, there should be some excellent
opportunities for American manufacturers to continue their integrated circuit
In addition to the comparable demise of Western Digital, the Rockwell
Microelectronics plant in Anaheim is also for sale. Rockwell is consolidating
its microelectronic activities in the Collins Facility in Newport Beach, CA.
Nitron still has some uncertainties and most observers are taking the "wait and
ADVANCED MEMORY SYSTEMS/INTERSIL MERGER
Things are gradually falling into place but it will probably take a year or two
to completely assimilate the thinking of the two companies.
Commodore's takeover of MOS Technology removes almost completely the non-
vertically integrated calculator manufacturer from the market. MOS Technology
is also an important supplier of game chips.
The loss of the technical people will probably mean that their investment in
microprocessor technology and settlement with Motorola on the 6800 will probably
go down the tubes. This would leave Synertek to go it alone.
Although most of the industry is more cautious with respect to expansion plans,
we do expect a substantial amount of new construction in 1977. At the moment,
new facilities appear to be in the offing by Motorola, Univac, Fairchild, and
some time during 1977 National will finish the empty shell.
AMI continues to clean house under Glenn Penisten's direction. ICE hopes that
Penisten doesn't remove the sympathetic ear that AMI has had in the past for
Fairchild's success in consumer products is not matched by a complete cleanup of
its MOS and standard product lines in the IC field. It's hard to be good at
everything, I guess.
© 1976 Copyright Integrated Circuit Engineering Corporation