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Technology Stocks : Intel Corporation (INTC)

INTC 47.25

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3:42 PM EST

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To: tcmay who wrote (138080)	6/25/2001 4:36:02 PM
From: THE WATSONYOUTH	Read Replies (2) of 186894

* Bear this in mind when reading breathless stories about how some laboratory experiment means a revolution in chips is about to occur. It's not a matter of cynicism, it's a matter of realism. When were you last current in this industry?...when did you retire? Your views are extremely dated. SiGe is mainstream all ready. I believe it will overtake GaAs in shipments for high speed communications applications this year. The fact that it integrates into conventional CMOS processes makes true system on a chip solutions a reality. Intel needs to get into this technology (either buying it or developing it themselves) in a big way if they want to compete in future high speed RF and mixed signal applications. Barrett has said this all ready. Where have you been sleeping? THE WATSONYOUTH P.S. IBM's Bernie Meyerson on CNBC market rap soon to pitch SiGe/BiCMOS. Bernie is a Jerry Sanders type salesman but with all the smarts. He can be quite entertaining. Catch him if you can and you might learn something.

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