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Technology Stocks : Stock Swap
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To: nigel bates who wrote (15160)8/6/1998 2:09:00 PM
From: Andrew Vance  Read Replies (1) of 17305
 
*AV*--SOI is a techniques for manufacturing circuitry while both MIPS and ARMHY are dealing with the design of embedded processors. these guys have the engineering design knowhow and really do not care how it is transformed into working product. If their concepts can be built byusing a different manufacturing technology, they probably will be overjoyed at the prospects.

I hope I am being clear here. I think we have a design vs manufacturing disucssion here and that this creates a synergistic situation. The intelectual property of one can be adapted to the manufactuirng processes developed by others.

Does this make sense to you??? And yes, I am looking real hard at new entry points for both of these stocks even though I still have a core block of each.

Andrew
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