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Technology Stocks : Smart Cards

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To: John F Beule who wrote (175)	3/1/2000 12:21:00 PM
From: Eric L	Read Replies (2) of 343

Hi John, << the nuts and bolts players in this space, the people that Gemplus depend on? >> I'm not exactly sure what you are calling "nuts and bolts players" but key suppliers would be Siemens (Infineon) & ST for smart card silicon, and important partners would be Microsoft, Sun (Java Card), RSAS, Visa, etc. << I follow INFX (I'd like your opinion on that one) >> Sorry, but I am drawing a blank on INFX. Who are they? I assume you are not talking about Infineon (IFX) which is about to IPO or Informix (IFMX). - Eric -

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