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Politics : Formerly About Applied Materials
AMAT 230.92+3.1%Nov 24 3:59 PM EST
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To: Jacob Snyder who wrote (63867)5/17/2002 10:41:24 AM
From: Cary Salsberg  Read Replies (2) of 70976
 
I have not followed this one. I have followed DSPG which licenses DSP cores.

I have never thought that IP companies or electronic design software companies get enough leverage from the hardware side where Moore's Law is the key driver. That is why I much prefer PLDs. They benefit from others' IP, their and others' electronic design software, but most importantly they ride the leverage of Moore's Law and a fabless model.

I will look at ARMHY and add it to my prospect list. Thanks.
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