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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (4200)	6/5/1998 3:19:00 AM
From: Michael Sphar	Read Replies (1) \| Respond to of 9980

Sierra Semiconductor is no more. Sierra was the impetus behind Chartered Semiconductor of the Singapore Technologies Group. Chartered was established as a joint venture between Singapore Tech, Sierra and National Semiconductor. Singapore Tech is closely associated with the government of Singapore. Chartered was started as a foundry for Sierra or at least Sierra was its first and only customer at the time. As time passed Sierra's star diminished and Chartered's star brightened. Chartered is now a major foundry fab to the semiconductor world boasting dozens of big name tech customers. Sierra absorbed a Canadian company called PMC some time back. And later shut down the Sierra operations, recreating itself as PMC-Sierra. I used to contract with Sierra, and still contract for Chartered.

To: MikeM54321 who wrote (4200)	6/5/1998 10:15:00 AM
From: Worswick	Respond to of 9980

MikeM..great, just great and many, many thanks! I really appreciate your input here, and, again thanks. You are a great asset to us here on Asia Forum and your posts on teh Hong Kong thread are noted with great interest as well. My best to you this gorgeous early summer morning

To: MikeM54321 who wrote (4200)	6/5/1998 12:11:00 PM
From: Worswick	Read Replies (2) \| Respond to of 9980

Mike if you could pick two or three of these companies in the 3-5 year frame which will make the most money on the new telecommunications roadway? Your opinion?? Let me give you a quick list right off the top of my head: Cisco Systems, Lucent Technologies, Newbridge Networks, Northern Telecom, Ascend Communications, Bay Networks, 3Coms, Fore Systems, Cabletron Systems, Sierra Semiconductor, Tellabs, etc. Thanks so much,