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Technology Stocks : CHPS
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To: stockroach who wrote (2181)7/24/1997 2:52:00 PM
From: Mark   of 2740
 
>OEM design cycles are from 6 -18 months<

OEM design cycles in the PC industry are typically < 6 mo. Chips' devices
are largely pin compatible with each other. The PC industry is highly
cost sensitive, which means that inventory turns are fast. There is
no real reason why a (working !) new Chips component can't be validated
and be in volume production in < 6 months.

So, assuming the integrated memory component has no major bugs (!),
there should be an upturn in CHPS revenues in calender Q4 (and
possibly a downturn in NMGC !).
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