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To: Q. who wrote (6932)9/17/1998 5:33:00 PM
From: nigel bates  Respond to of 10921
 
>>can somebody tell me if fabless chip maker stocks have been hit as hard as those who have fabs? <<

No. Look at eg MIPS and ARMHY.

nig



To: Q. who wrote (6932)9/17/1998 5:39:00 PM
From: Ian@SI  Respond to of 10921
 
John,

I believe that the excess capacity has lowered selling price regardless of where the chip is produced. Theoretically, the Fabless guy may have less Depreciation but may have larger Contractual commitment to foundries regardless of demand for chips.

I suspect that it depends upon the niche: If company is making DRAM, it's in trouble. If it's making high speed DSPs for a specialized niche, it may not be suffering quite as much as the rest of the industry.

JMHO,
Ian.


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