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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (12082)6/17/2002 2:46:00 PM
From: Bill Harmond  Respond to of 57684
 
They design (fabless) radio frequency chips for (especially) wireless applications. I just discovered the company in the past couple weeks, so I'm not completely up on them yet.

Their accelerating growth rate is simply astonishing given the slowdown in wireless spending. 30% sequential growth is awesome under any economic conditions.

silabs.com

Their conference presentation will be webcast this week.

biz.yahoo.com

Cymer makes very precise (eximer) lasers for chip-making photolithrography. They are a supplier to the Chip capital equipment companies.



To: Lizzie Tudor who wrote (12082)6/17/2002 4:08:00 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
6/3/2002 Barrons :Edelstone named Silicon Laboratories his top pick, noting that the company is showing 15% to 25% sequential quarterly growth and is on track for a tenfold increase in revenue over the next five years. The Austin, Texas, company makes mixed-signal chips for wireless, wireline and optical communications devices.


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