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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (3541)11/23/1999 11:32:00 PM
From: Stu R  Read Replies (3) | Respond to of 13582
 
MM:
I seem to recall reading somewhere recently that QCOM was one of only 4 fabless chipmakers. I'm not sure but I think
ATML and ALTR were two of them. The price/trailing sales ratios of those two are 3.7 and 14.7 respectively. Do you know what companies are included in the fabless chip model?

Stu



To: marginmike who wrote (3541)11/24/1999 12:34:00 PM
From: w molloy  Read Replies (4) | Respond to of 13582
 
QCOM to move into GSM?

IBM are shopping COMQUEST (a player in the GSM 'system-on-a-chipmarket). QCOM are going in to kick the tires.

Comments anyone?

w.

PS
Mike - good for CNXT in the short term (Comquest eliminated)
Not so good in the long term. What do you think?


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