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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (1794)	5/8/1999 11:41:00 AM
From: Mike Buckley	Read Replies (1) of 54805

Frank, I was wondering why you asked about the fab in the other thread. :) By the way, that information is confirmed in the 10K. I definitely don't think Q is a chip house. If it was, I'd think twice about plunking my money into it. It was the only thing in the form of a serious, red flag for me too. I guess I've stayed away from "chip stocks" so much that I probably don't know the market's definition of the term. It does make sense that not having a fab takes the risk out of the stuff relating to the chip because there are no fixed costs for the Q when the chip market becomes temporarily saturated. However, that in itself leads us to the issue of the cyclical nature of all chip businesses. I don't suppose you want to give us your opinion about the likelihood of CDMA chipsets becoming cyclical further down the road. :) --Mike Buckley

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