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To: fedhead who wrote (87018)12/10/1999 2:37:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
I think fmkt has a higher initial growth curve than cmrc or arba, unless one of those two expands their mkt a little (which could happen).

To get cmrc to go, you have to do a bunch of work. Of course then you are locked in. Fmkt (and vert) are more like internet companies... cmrc/arba are more like software, fwiw.



To: fedhead who wrote (87018)12/10/1999 2:38:00 PM
From: Bill Harmond  Respond to of 164684
 
>>where would you rate fmkt in comparison to cmrc or arba?

I think of all three as core holdings.

I don't know why the chips are weak. There's some talk about Koreans increasing DRAM capacity.


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