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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: Richard Habib who wrote (5885)	7/16/1999 1:53:00 PM
From: bythepark	Read Replies (1) \| Respond to of 10309

Richard, Thanks for the piece from the Intel thread. From the Cyrix/NSM thread here's some more on NSM's Geode chip ... and a link to an article about possible 'free' AOL network access devices ... <http://www.zdnet.com/zdnn/stories/news/0,4586,1015550,00.html> and a link to NSM's take on the "InformationAppliance-on-a-Chip market <http://www.national.com/appinfo/solutions/0,2062,243,00.html> --alan > National's chip will serve as the brain of "information appliances," > devices that provide easy access to the Internet -- and a market that is > expected to grow from 13 million units this year to 65 million in 2003. > Because National's chip consumes very little power and can fit in much > smaller packages than Intel chips, it can eliminate the need for bulky fans > and fit inside a palm-size chassis. With the exception of a few separate > chips to store memory, National's chip also will wipe out the costs of > dozens of previously required PC chips, says Kevin Hause, an analyst at > International Data Corp. in Mountain View, Calif. While it runs at a slow > 266 megahertz, National plans speedier future generations but won't have to > start from scratch. > "It's a great technical achievement that sets National apart from everybody > else in this space," Mr. Hause says. "Now they have to get the big > customers and then find out if consumers really want this stuff." > Mr. Halla is betting his career and National's fate on the success of the > chip, scheduled to appear in a wide range of products early next year -- > from network computers to car navigation devices. America Online Inc. and > Royal Philips Electronics NV are expected to use it in a set-top box that > tap into the Internet, according to people familiar with the matter. Other > likely customers include Wyse Technology Inc., a San Jose, Calif., Web > terminal maker, Chinese PC maker Legend Computer Systems Ltd. and Taiwanese > electronics giant Acer Inc. > "I believe in the next decade that information appliances will be one of > the dominant devices within the so-called Internet world," says Acer Vice > President Rick Lei.