ARM Holdings (Advanced RISC Machines) plc. Message Board

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Technology Stocks : ARM Holdings (Advanced RISC Machines) plc.

ARMH 67.77

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Sep 6 5:00 PM EST

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To: SteveG who wrote ()	12/23/1998 8:30:00 AM
From: W D J Moore	Read Replies (1) of 912

From Briefing.com commentary on semiconductor sector: Briefing: Who are some of the more successful niche players in the industry and what is their competitive edge? Mark Edelstone: There are four niche companies that we think are very strong players: Broadcom Corp(BRCM) has an exceptional engineering team and has been a successful player in the broadband market, which is a very strong market. Rambus (RMBS) has a good understanding of bandwidth limitations with computer platforms, and they have a new architecture to solve the bandwidth gap between microprocessor performance and existing DRAM technology. The core competency of ARM Holdings plc (ARMHY) is creating a foundation to support the next dynasty for 32 bit embedded micro controllers which it has broadly licenced to 32 semiconductor partners. NeoMagic has the ability to develop graphics controllers with embedded memory which creates higher performance, lower costs, and lower power dissipation for longer battery life on notebook PCs.

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