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Strategies & Market Trends : Angels of Alchemy -- Ignore unavailable to you. Want to Upgrade?

To: If only I'd held who wrote (17738)10/18/2000 10:49:32 PM
From: nikko  Respond to of 24256
 
Not really lol, but I understand this "EZchip will reduce the router to a chip and put it everywhere", and being it has a tiny market cap and George Gilder has great insight if it does come through it will be a great play, he picked QCOM at 4.75 and JDSU at 3.63(see link below), it takes a few years for his picks to develop but well worth it IMO. Much better than the analysts on wall street. Then again he could be wrong.

thestreet.com



To: If only I'd held who wrote (17738)10/19/2000 12:24:18 AM
From: SirRealist  Read Replies (2) | Respond to of 24256
 
That story said >>Early next year, the chip will be transferred from PowerPoint to tapeout to be manufactured in 0.18 micron CMOS at "the world's leading foundry" according to Fruchter<<

I wonder which foundry that would be. Taiwan Semi? Any clues you guys?


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