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To: Tenchusatsu who wrote (85838)	7/16/1999 1:35:00 PM
From: Tenchusatsu	Respond to of 186894

New Intel roadmap published at Sharky Extreme: sharkyextreme.com Tenchusatsu

To: Tenchusatsu who wrote (85838)	7/16/1999 2:24:00 PM
From: Richard Habib	Respond to of 186894

Tench, FWIW actually the Geode is a family of proposed chips with the first product in the family, the SCI1400 targeted on set-top boxes. The other two products, not developed yet, are apparently targeted at thin clients and web appliances. The idea being to build a modular building block based family that can yield products based on customers specific needs. A blurb about AOL looking to use the SCI1400 for their rumored free Internet appliance. Rich AOL readying free Net access device? Designer chip for AOL could signal the first of a slew of profitable new partnerships. By John G. Spooner, PC Week July 15, 1999 2:29 PM PT National Semiconductor Corp., which today announced a new chip for computing appliances, is aiming to be the supplier of choice for appliance makers jumping into the "free PC" fray. For example, the company, which unveiled the Geode SC1400 integrated processor, is working with America Online Inc. to develop an access appliance for the company's online service. "It's a given that a huge part of the market, if not all of the market, is going to move towards this subsidized model," said Mike Polacek, vice president of National Semi's Internet Appliance Division in Santa Clara, Calif. "We're going more and more in that direction." AOL (NYSE:AOL) is "working with National Semiconductor on an appliance device based on Geode for access," said Polacek. Lots of partners The AOL device will likely be designed for sending e-mail and browsing the Web. It will likely be distributed at little or no cost to customers who sign up for AOL's online service. National Semi (NYSE:NSM) is also working with Acer Group to supply processors for a number of devices that fall into the "XC" category. XC, or X computer, is a term coined by Acer for a wide range of targeted-purpose computers and appliances for consumers. Besides the associations with AOL and Acer, National is working with a number of large consumer companies on appliance devices that will, for example, enable e-commerce, Polacek said. All of the devices will be easy to use and targeted in purpose, he said. "We've got products now in development that boot in literally 5 seconds," Polacek added. First up: Geode SC1400 All of them will be made possible by Geode, National Semi's so-called "PC-on-a-chip." The first one, the Geode SC1400, will be used with set-top boxes. It is sampling now and will ship later this year or early in 2000. National also expects to see the new chip -- or future versions of it -- in products ranging from Windows terminals to portable PADs (personal access devices). Three kinds of PADs will emerge, Polacek said: a CRT-based PAD, similar to Apple Computer Inc.'s iMac; a kitchen PAD that is connected to a wall for e-mail and Web browsing; and a portable PAD, with wireless communication. Over time, "We're going to be getting this thing down to one chip for thin clients and PADs," he said. National estimates the combined market for PADs, including PCs and appliances, will grow to between 3 billion and 4 billion units over the next few years, Polacek said. The Geode SC1400 chip is based on National's Media GX processor core and integrates a number of features, such as TV input and output and MPEG 2 decompression. Customers placing large orders for the chip will be able to customize it. For example, a customer could supply National with its own wireless networking technology to be built into the chip.

To: Tenchusatsu who wrote (85838)	7/16/1999 2:27:00 PM
From: patrick tang	Read Replies (2) \| Respond to of 186894

With National, it's been next summer for the last two years!!! So far they have not revealed one single new product since they took over Cyrix almost two years ago. Surprised Halla still has his job. Believe it when I see it. patrick

To: Tenchusatsu who wrote (85838)	7/16/1999 9:00:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 186894

Intel To Make High-Speed Modems Full Coverage Bandwidth News SANTA CLARA, Calif. (AP) - Intel Corp. (Nasdaq:INTC - news), in another move to expand beyond the computer chip business, says it will begin making modems for digital subscriber lines, which allow high-speed Internet access. The modems, available later this year, will allow Internet access that is about 25 times faster than traditional analog modems. The modems will initially be sold to telephone companies and DSL service providers who will install them in consumer's homes, the Santa Clara, Calif.-based company said in a statement Thursday. Intel, the world's largest chip maker, entered into an agreement with Cisco Systems Inc. (Nasdaq:CSCO - news) to make the modems compatible with Cisco's CentralOffice DSL equipment. Intel says the modem also will work with network equipment from other suppliers. DSL is a technology that can send data in one direction over a telephone wire at about 7 million bits per second. Current standard modems can send data with a speed of about 56,000 bits per second. DLS lines cost about $100-$150 per month. The push into DSL modems is one of several recent moves by Intel to diversify. On Wednesday, Intel announced that it will restructure several of its business groups to focus more on Internet opportunities. In June, Intel announced that it will collaborate with the satellite and telecommunications company Hughes Electronics Corp. on a wide-range of set-top products that deliver Internet access to a television. The company also recently invested in European Internet provider World Online International, which operates in 12 countries with about 800,000 individual subscribers and 15,000 business subscribers. dailynews.yahoo.com

To: Tenchusatsu who wrote (85838)	7/18/1999 12:40:00 PM
From: Amy J	Respond to of 186894

Tenchusatsu, RE: "while Timna's target market is unknown. (Set-tops? Sub-$500 PC's? Both?)" Both according to: By Michael Kanellos Staff Writer, CNET News.com June 2, 1999, 12:30 p.m. PT TAIPEI, Taiwan--... Last week, it was reported that Intel is preparing a budget processor, code-named Timna, that combines a processor, a memory controller, and a graphics unit. It will be aimed at PCs and TV set-top boxes and is scheduled for release in the third quarter of 2000.

To: Tenchusatsu who wrote (85838)	7/18/1999 1:11:00 PM
From: Amy J	Read Replies (2) \| Respond to of 186894

Tenchusatsu, RE: "Timna/Geode" Historically, Cyrix appears to have had better graphics than Intel. Cyrix is known in the industry for having superior graphics. In fact, as Scumbria has pointed out, that was one of the biggest mistakes NSM made: putting graphics as a higher priority than MHz processor speed. Speed sells, not graphics, in the PC business. NSM lost the MHz battle to Intel. Having said that, in the STB/Internet Appliance market, there is a bit more focus on the visual aspects since people will be viewing things from the web, rather than crunching numbers from multiple applications. PC-customer needs do not carry over exactly to IA. NSM, which historically has had an edge over Intel in this one visual domain, just might have an edge in the more visually-oriented markets like STB and IA markets. In these markets, graphics/video have a rather distinct priority, unlike the PC market, where MHz sells. Based upon the companies' historical focus, my guess is, for the short-term: Timna wins in the sub-PC market and NSM wins in the IA market. I'm curious to see what features Timna has, in order to see how it compares to what NSM announced. Amy J