| Moderated By: Nikita -- (Not Moderated) -- Started: 11/8/1996 12:52:00 PM Revision History |
Quality has got a new networking chip that is a big jump in
technology over current chips. My sources tell me that they've
signed big contracts with CSCO, and COMS. They will not be
ramping up full production until late Q4, but should be in full
swing by Q1 '97.
National Semi. is shipping $150 million of their entry in this market,
however it is not CMOS (not fast), which Quality's is. ICS (not symbol)
is also a competitor but their chip, which is CMOS, has large power
Quality's last quarter was not good, bringing the stock down and
providing us with an opportunity. They have only 5.5 mil. shares out
and the balance sheet looks good. Company officials have told
me this should have a material effect on sales.
Let me know other thoughts.