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Technology Stocks : ICOM: Investment Discussion
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To: buzzlite who wrote (141)4/15/1998 8:53:00 AM
From: SteveG  Read Replies (2) of 494
 
DNA is ICOM's "SIP" (semiconductor intellectual property) play, similar to Rambus and ARM.

ICOM will be speaking at H&Q's annual semi conference in a couple of weeks. And while I hear Q1 is a yawn, Qs2-4 should show good growth.
I know that H&Q is pretty enamored with mgmt and the company's potential, as well as with the sector in general, and these prices may be a great buying op, though some MIGHT want to wait until AFTER earnings (next week?) as it might continue floundering until the CC and H&Q.

Steve
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