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Technology Stocks : Benchmarq Micro(BMRQ)

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To: Rex Dwyer who wrote (285)1/27/1998 11:14:00 AM
From: slob  Read Replies (1) of 313
 
Rex, looks like BMRQ caught the NV RAM flu!

I've been keeping the powder dry until earnings came out, seems like the right decision. Looking at margins it seems that BMRQ has all but pulled out of the NVRAM market XICO posted ugly results and ATML's were no better. So I can only assume that BMRQ has chosen to take a revenue cut rather than report sinking margins by chasing the NVRAM business. I still like what I see so I'll do some buying at $10.

Slob
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