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To: Kayaker who wrote (46499)	10/29/1999 1:27:00 PM
From: Kayaker	Respond to of 152472

OT sort of: Intel developing new integrated chip For the first time, Intel on Thursday acknowledged the existence of a new integrated processor, code-named "Timna." "Timna is essentially our first PC on a chip," said Paul Otellini, Intel's executive vice president and general manager of the Intel Architecture Business Group. A Timna processor integrates a CPU core with graphics and memory controllers, allowing for it to be used in very low-cost PCs and likely in appliance-like devices as well. dailynews.yahoo.com Hmmm. Sounds like a market for wireless.

To: Kayaker who wrote (46499)	10/29/1999 3:45:00 PM
From: JohnG	Read Replies (1) \| Respond to of 152472

Bob Craig. On JDSU IP. I have been following JDSU since spring 1998 when it was Uniphase. One thing I recall is that Uniphase was formed with a pool of IP provided initially by several companies including, I believe, Philips. However, one thing I have never seen is a summary of their IP strength. Supposedly they do have the only approved optical repeat/amp for under thr ocean optical cables. Have you seen a summary of their IP strengths/weaknesses? JohnG

To: Kayaker who wrote (46499)	10/29/1999 3:51:00 PM
From: freeus	Read Replies (2) \| Respond to of 152472

To Bob, or any prudent investor who also uses options: I sold my Nov calls with a 45% profit, perfectly happy with that in 2 weeks, because I dont like to "not give enough time" for ups and downs. But I have Jan calls and I cant decide what to do: we are now approaching (if we arent actually in) the big upward time in the market. Thats a pro.(for keeping the calls until Jan) Q is great Thats a pro. But earnings is next week and often it is better not to hold through earnings. Thats a con. But look at jdsu...they went UP substantially after earnings. Any ideas and reasons for selling/keeping Jan calls for a couple more months? Freeus