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To: unclewest who wrote (17160)3/7/1999 8:02:00 PM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
Interesting business transactions occurring lately;

-Phillips (OEM) hostile bid for VLSI (customized chips)
-Sony (OEM) joint venture with Toshiba (DRAM manu).

Looks as if the OEM's want to have more control over chip procurement, manu, and design, sort of like vertical integration!? humm...

Any comments?

MileHigh



To: unclewest who wrote (17160)3/7/1999 8:27:00 PM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
YTD Performances, for anyone who cares....

Nasdaq DJIA S&P 500 SOX Russell 2K
'99 2337.00 9736.00 1275.00 378.00 398.00
'98 2192.70 9181.43 1229.39 350.56 421.96
6.58% 6.04% 3.71% 7.83% -5.68%