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To: slacker711 who wrote (7860)2/29/2000 3:03:00 PM
From: Elroy  Read Replies (1) | Respond to of 9236
 
They are now a fabless semiconductor/royalty play

Right, so they do sell chips they just don't manufacture them. In that case, I don't think they can be compared to AWRE at all, since AWRE only sells engineering services (similar to a consulting business), test equipment and sits around collecting royalties. AWRE isn't in the end product business, which is huge (but very competitive).

Elroy