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Technology Stocks : WAVX Anyone?
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To: GeorgiaGN who wrote (2788)6/18/1998 9:32:00 PM
From: M. Frank Greiffenstein  Read Replies (2) of 11417
 
Why no National Semi yet?

Investment analyst Melcher has not said anything we didn't know about WAVX prospects. What surpirsed me was to hear that National Semiconductor is the dominant force in PCI/O manufacture (50% of market). Sprague is the former CEO of National, so a perfectly reasonable (and perhaps annoying) question to ask is: Why hasn't Sprague nailed down a contract with a company he used to run? Its my understanding that National is supposed to make the chips for WAVX, so its not clear why they have no agreement yet.

If WAVX can land that contract, they have potential top put meters into 85% of the motherboards. That would certainly deal with the biggest stumbling block in WAVX's path, namely building huge infrastructure in a short period of time.

DocStone
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