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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (1794)5/12/1999 10:31:00 PM
From: DownSouth  Read Replies (1) of 54805
 
No, despite their healthy sales of cdma asics, you should not characterize Q as a chip stock. The basic reason is that they are fabless

Uncle, excuse me for trying catch up. Your post is 4 days old, but I have been writing proposals and travelling hard.

I know that you avoid RMBS because you consider it a chip company. But you do not consier Q a chip stock. I am confused about your position here, as RMBS is an IP company--not a manufacturer.
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