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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST
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To: Cary Salsberg who wrote (9115)3/23/2003 9:58:16 AM
From: Kirk ©  Read Replies (1) of 95616
 
That makes a lot of sense, CSCO being a customer of Intel rather than a competitor, as long as Intel doesn't get into making products like it did making boards to use its chipsets. The LinkSys model seems to be farm out the design and manufacturing to China where they use the cheapest components that will work.

One of my best friends has a 2 man company doing a bluetooth box for someone that has a price target that is microscopic. It seems some use the cheapest components and literally garage shops to do the designs. I helped do a network connection box that used the IR module I designed for HP back in the 1990's that had a huge team and was quite expensive but of high quality. Wireless was too expensive then and IR was a cheap way to get a connection without having to worry about cables when you travel. Of course, MSFT didn't support the drivers well and it was a flop. I had fun networking my laptop to my desktop at home and the office, but most just use a cable and save the cost.

The market sure has changed where major names get products designed in garage shops rather than multi million dollar, in-house, high quality or the name doesn't go on, designs. This is one good reason to own the stocks on your list as they are all "picks and shovels" types that will supply or build the chips to all these little design shops.
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