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Technology Stocks : Bluetooth: from RF semiconductors to softw. applications -- Ignore unavailable to you. Want to Upgrade?

To: Donald Kirchner who wrote (37)	9/11/1999 10:35:00 AM
From: Gofer	Read Replies (3) \| Respond to of 322

Ok, so what is the best play on Bluetooth? I don't know, but while we wait for Mats answer take a look at: SiGe Microsystems, sige.com. I am a shareholder. This company is producing components using Silicon Germanium technology which offers lower power consumption and higher frequency than conventional Silicon. I believe they're working on Bluetooth components, but nothing is announced. They recently hired a team of about a dozen RF designers away from Nortel Networks. SiGe is not publicly traded but is currently engaged in a new round of equity financing. Contact the company if you're interested. SiGe is almost a pure wireless communications company. Other players in Silicon Germanium technology include IBM (not much leverage here) and Temic / Atmel in Germany. Maxim is a major SiGe customer. OT: SIGE and SIGEM Inc. ( sigem.ca ) used to be the same company but they split up. SIGEM produces value added products mainly for GPS and location tracking. Their customers include Mobility Canada, GE Capital, and XyPoint. SIGEM will begin public trading in one or two weeks on the Canadian Dealer Network (I don't know the ticker symbol). I am a shareholder in SIGEM. The above is provided for information purposes only, I can't guarantee it's accuracy. Regards, Gofer

To: Donald Kirchner who wrote (37)	9/14/1999 7:00:00 AM
From: Mats Ericsson	Respond to of 322

As we have seen anything to do with flashmemory is like skyrocketing. New types cellularphones and gameconsoles and digicams even toys are eating it out. At the end these devices are converging. You have a one flashmemoryrich smartphone. Flashmemory can store data, but it can make one dsp-processor do many functions in a device. Puma is very interesting just now. Having synchronization play between many operatingsystems and platforms. SiGe is a good path to follow, basicly there is IBM patents behind. Of course you need fast networks to do this all, adsl will overcome tv-cableinternets in the end. I guess. Rooftop communications etc is hot hot. At beginning there will be new serviceproviders for thinks like elektronic books (National Semi NSM and Nokia has shown a webpad=web-book thin client). Many old companies could newborn this situation. Like Symbol, sbl, which do barcode-readers, etc for warehouses and hypermarkets. They can use rf-codes in the future etc. I don't know.. But I know that rf-wireless stereoheadphones are much better to infrareds.