Bluetooth: from RF semiconductors to softw. applications Message Board

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Technology Stocks : Bluetooth: from RF semiconductors to softw. applications

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To: Holly R. who wrote (124)	1/27/2000 4:38:00 PM
From: Mats Ericsson	Read Replies (1) of 322

Comments on Merill Lynch, ARM, SNDK... Interesting developments in Sandisk SNDK today: stock shooting, sees wireless exploide etc.... Merill says Transmeta widening Bluetooth markets. This is taken somewhere The Mothley Fool United Kingdom ARM board. Some ML private customer posting there... ........................................................................................................................... Could Transmeta Do For The Cell-Phone What They Can Do For The Laptop? No BUY* Long Term BUY Reason for Report: Competitive Update Merrill Lynch & Co. Price – Local / ADR: 3120p / $145 12 Month Price Objective: 5400p / $260 Estimates (Dec) 1998A 1999E 2000E EPS (pence) Intermediate term opinion last changed on 04-Jan-00.(I edited away a long facts list...) For full investment opinion definitions, see footnotes. All figures are in Sterling except where otherwise noted. Note: Due to currency factors, the investment opinion of the ADR may differ from the underlying share. Investment Highlights: ARM shares were sharply lower yesterday on news of US semiconductor start-up Transmeta's new Crusoe processor. * We do not see this as a competitive product – its website and presentation are plastered with "x86", more than suggesting that the Intel/AMD class products are its target (who's shares were relatively un-moved). Conversely, ARM has never pushed the idea that it would enter the Transmeta laptop/web-pad space in the future. Ironically, if Transmeta galvanises the laptop computer/web computer market, their likely Bluetooth compatibility probably means the devices may contain a separate ARM Bluetooth processor – boosting ARM volumes. We repeat our assertion that in-house semiconductor design teams are ARM's main opposition. We reiterate our Buy. Comment United Kingdom Electrical Equipment / ADR 21 January 2000 Andrew Griffin (44) 207 772-1414 andrew_griffin@ml.com Anita Farrell (44) 207 867 2996 anita_farrell@ml.com ARM Holdings Global Securities Research & Economics Group Global Fundamental Equity Research Department RCN#20102120

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