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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Jim Willie CB who wrote (23804)	12/10/2000 11:53:33 AM
From: locke_1	Read Replies (1) of 65232

Morning JW... The first company sounds like VRSN - has on a number of occassions been refered to the MSFT of the net... leader in internet security... The second maybe ARMHY - based in Cambridge England.. ARM Holdings plc designs RISC (reduced instruction set computing) microprocessors and related technology and software and sells development systems to enhance the performance cost-effectiveness and power-efficiency of embedded applications. ARM offers a range of processor cores including integer CPU cures and integer CPU cores integrated with memory system solutions. For the nine months ended 9/30/00, revenues rose 64% to L70.9 million. Net income totalled L20.6 million, up from L7.4 million. Results reflect an increase in license revenues and gross margin. The fourth does sound like NTAP... don't know much about the other two... Regards....

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