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

To: Stu R who wrote (3542)11/23/1999 11:58:00 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 13582
 
Do you know what companies are included in the fabless chip model?
try xilinx; also, keep in mind that qcom is not just making chips, but collecting royalties as well. when your gross margins close to 100% on a significant portion of total revs, high price to sales is deserved. there may not be another co. out there today with a really comparable model



To: Stu R who wrote (3542)11/24/1999 12:44:00 PM
From: cfoe  Respond to of 13582
 
ATML has its own fabs. I know specifically of a major one in France. Also, they just bought a fab shell in Texas from (I think) Hitachi.



To: Stu R who wrote (3542)11/24/1999 3:39:00 PM
From: Richard Ruscio  Read Replies (2) | Respond to of 13582
 
Stu R:

Isn't Advanced Risc Machines (ARMHY) a fabless chip maker (designer, actually) as well ?

rr


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