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To: Binx Bolling who wrote (6123)6/22/1999 6:02:00 PM
From: Ausdauer  Respond to of 60323
 
Binx,

re: Subject: Six U.S. chip makers see windfall returns in Taiwan alliances.

These are some of the same companies added to an index last year by Nationsbank/Mongomery (I may have the name wrong). They call it "The Fabless Index" and the semiconductor manufacturers share the same business plan of not owning a fab outright and outsourcing some portion of production. This is the same type of situation I mentioned in the Forbes article a week ago.

Message 10151150

Ausdauer