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Technology Stocks : IMPX - When Will the Dead Money Awaken?
IMPX 6.210+25.2%Oct 22 3:59 PM EST

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To: mark alan rosenberg who wrote (90)12/6/1997 2:31:00 PM
From: Zeev Hed  Read Replies (1) of 532
 
Mark, are you sure that analogue is 90% of the chip business? Last time I checked DRAM (and other memory) where 40% of the market coming down from 60% due to price decimation, and CPU of all kind where also taking a big chunk like 40%, that does not leave much for analogue if you add all the ASIC's and FPGA.

I think that the total chip market world wide is now running a shade above $130 BB annualy, 1% of 90% of this would not ne that bad for IPMX (VBG).

Zeev
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