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Technology Stocks : Artisan Components (ARTI)

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To: Dale Knipschield who wrote (26)5/12/1999 9:22:00 PM
From: Shtirlitz  Read Replies (1) of 34
 
Unfortunately information on it is hard to come buy.

Looks like competition is pressing on ARTI.

biz.yahoo.com

I heard an unconfirmed information, that TSMC has opened its own library department with about 100 employees and is pushing ARTI away.
Once again, I cannot prove it, it was just a word of mouth.
If it is true, it will hurt ARTI and other library vendors, who work with TSMC, badly.

On the other hand, business of the company I work for started picking up as of recently. From what I see, demand is shifting into analog and mixed signal libraries. ARTI doesn't have them as I recall.

I have sold half of my position, and keeping the rest for a longer haul. I want to see those royalties and new products, before I'll start thinking about adding again.
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