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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (6880)	9/23/1999 3:16:00 PM
From: Chadick	Read Replies (1) of 54805

re:ARM Holdings Plc as W & W portfolio candidate..... All fabrication is out sourced as far as I know. Intel, HWP, IBM, TXN...........the list is extensive. Only about 385 staff members vs 308 1 year ago; office in Los Gatos and headquarters in Cambridge UK. I know you are busy; when you have a chance check the ARM web site. It is one of the most extensive I have seen. arm.com I also thought we had briefly looked at this before. Things move so quickly in technology that it is a lot more story now then it was. They appear to be in a sweet spot with the ARM technology which offers among other advantages lower power consumption; exactly what enables smaller size,lighter weight,longer battery life, etc, in portable and hand-held devices. The chip designs are numerous already,with more on the way. I see a lot of revenue in the future. Fred

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