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


To: Mats Ericsson who wrote (49)11/11/1999 6:42:00 AM
From: Mats Ericsson  Respond to of 322
 
Microsoft may be braked in growth sectors like phones, home..X, personal digital..

((and I'm think nervously home-area networking -- (POS)=personal operating space, (WPAN) = wireless personal area networks such as Bluetooth all devices such MP3 players and digicams and owens going to be connected )) :-)

Monday November 8, 7:21 PMBusiness News uk.news.yahoo.com

ANALYSIS-Microsoft may be braked in growth sectors
By Sara Ledwith, European Technology Correspondent

LONDON, Nov 8 - A stinging anti-trust setback for U.S. software giant Microsoft could clip its wings in fast-growth sectors where the group is less advanced than European and global rivals, analysts said on Monday.

U.S. District Judge Thomas Jackson's finding that Microsoft had wielded monopoly power hurt prices in European technology stocks generally, coming as some were at year highs, and raising doubts about who would drive future innovation.

"It does open a can of worms and with current valuations, especially in the U.S., I would say it's not helpful," said Bill O'Neill, international investment strategist at HSBC.

But as investors looked beyond taking profits, the Dow Jones European technology index picked up off earlier lows to trade off 0.28 percent around 1300 GMT. Some analysts said the damage could be more confined to Microsoft.

NO ATTACKING THE STANDARD

The ruling comes as Microsoft's Windows operating system -- the backbone to run desktop personal computers -- has become the industry standard, with 90-95 percent of global computers running on it and most software applications building on it.

Undoing this would be impractical and costly to everybody in the near term. "It's predominantly a case of 'there isn't really very much we can do there'," said O'Neill.

Microsoft rivals like Oracle , Sun Microsystems,

, Apple Computer and the "open-source" Linux are U.S.-driven and would have a long way to grow, and no European challengers are in the wings.

Another analyst said Microsoft's strength in operating systems has actually fuelled innovation by simplifying things.

"In the mid-1980s there were four operating systems -- this used to up everyone's development costs," he said. "Windows is the standard. Who would be dumb enough to attack the standard?"

ANTITRUST CONCERNS MAY BE BRAKE

Where Microsoft looks more vulnerable is in fields where it does not dominate -- for O'Neill this was predominantly in the Internet arena, but other analysts highlighted fast-growth markets like mobile Internet and digital home entertainment. With a significant future wave of growth seen coming through Internet access through mobile devices -- a market with clearer mass potential than the personal computer -- this could strengthen some European players' hands, analysts said.

"The difficulty they have now is the fear factor -- what can they do and what can't they do?" said Nainish Pabna, technology analyst at Nomura Securities. "I think we have to look at the next growth stage."

He cited the historic reluctance -- founded on anti-trust concerns -- of computer giant IBM to buy the Microsoft operating system. "We might see something similar here."

While Microsoft has been moving increasingly aggressively to win ground in both wireless data and the set-top box home entertainment arena, it may now find its growth braked.

In mobile devices, that could point to gains for the partners in the Psion (LSE: PON.L - news) -led Symbian alliance, or 3Com

through its palmtop leader Palm Computing, fighting Microsoft's Windows CE for dominant status.

Industry forecasts suggest that by around 2003 there will be over one billion mobile subscribers, up from over 300 million now -- the business works at a radically larger scale than the 185 million PCs which were shipped globally in 1999.

In digital home entertainment -- accessing multimedia and the Internet through set-top boxes -- Pabna said 10 or so players globally are battling for dominance in operating systems. "Now (Microsoft) are definitely going to be behind," he said.

Microsoft has been buying up holdings in this area -- like its 7.8 percent stake in Dutch-based cable television operator United Pan-Europe Communications NV -- which, going forward, could prove harder for it to hold on to




To: Mats Ericsson who wrote (49)11/11/1999 6:54:00 AM
From: Mats Ericsson  Read Replies (2) | Respond to of 322
 
Well Armed: ARM and Atmel, Silicon Wave; quotes: atml armhy
By Stephan Ohr and David Lammers
EE Times
(11/08/99, 4:04 p.m. EDT)

SAN JOSE, Calif. Atmel Corp. and Silicon Wave Inc. (San Diego) have joined the growing number of companies rolling silicon for Bluetooth. Atmel is rolling out a multichip module this week that supports the short-range wireless standard, while Silicon Wave will announce what it calls the first silicon for a single-chip Bluetooth radio device.

Atmel's Bluetooth MCM includes a controller, flash memory, RF transceiver and an integrated antenna in a BGA package. Silicon Wave's device integrates a radio, modem and a full synthesizer with an on-chip voltage control oscillator (VCO). The 2.4-GHz transceiver uses a direct conversion architecture.

Bluetooth supports short-distance wireless data transfers between portable computers and cell phones. But advocates envision Bluetooth as the foundation for wireless networks in hotels, airports and convention centers and as being compatible with HomeRF, potentially opening up a high-volume market. Bluetooth's success, its advocates believe, will depend on very low-cost implementations. For its part, Atmel is determined to deliver a complete Bluetooth solution in high volume for less than $17, and Silicon Wave is projecting a $5 cost for its integrated part in a couple of years.

Dale Ford, director of Dataquest Inc.'s semiconductor applications markets, said, "Bluetooth is one area that I am truly excited about. There are 500 members of the Bluetooth consortium, and it is getting a critical mass of support in the industry. As people set up what we call PANs, or personal area networks, Bluetooth will quickly become widespread for connecting digital cellular phones with notebook computers to exchange e-mail, or connecting peripherals such as digital still and digital video cameras."

Rollout sked

David Hytha, vice president of marketing and sales at Silicon Wave, said his company's early devices and supporting software are being shipped in development systems to key customers, including Taiyo Yuden Co., Ltd. (Tokyo), TDK Systems Europe Ltd. and other Bluetooth module manufacturers. Wider sampling will begin in February, and full production is expected in May.

Silicon Wave uses a silicon-on-insulator (SOI) BiCMOS technology to integrate the RF and digital components, using an unnamed fab partner in Japan with SOI production capabilities. "We're using one of the 'Big Six' IC companies in Japan as our foundry, and we think we can get to very high volumes very quickly," Hytha said. "Wireless data transfers are going to happen everywhere, but one of the first applications for this device will be to create a wireless link from a PC to a cell phone, to send e-mail. GSM data is taking off in Europe right now."

In the next stage of application, wireless LANs using Bluetooth radio links will become widespread, in part to eliminate the costly wiring that accounts for more than half of the cost of an office or home network, Hytha said. By the end of 2001, Bluetooth modules are expected to sell for about $5 each.

While other companies have highly integrated designs in the works, Silicon Wave claims to be the first to have arrived at a single-chip solution. Silicon Wave has left it to each system integrator to decide whether to integrate the baseband control functions into a separate baseband controller, or perform that function on the host processor.

Silicon Wave currently supports the ARM7 controller from ARM Ltd. and the H8 processor from Hitachi Ltd. for baseband control.

Well armed

Richard Bisset, Atmel's marketing director for Bluetooth products, said Atmel is one of the few manufacturers that possesses all of the intellectual property required to execute a Bluetooth design. Atmel's capability includes flash memory as well as RF and baseband, Bisset said.

Atmel will offer a Bluetooth reference design that includes software for the host controller interface (HCI) and Logical Link Control Adapter Protocol (L2CAP), Bisset said. The software stack, available to selected customers, will include Bluetooth-certified RF, link control and link management, he said.

The heart of the Bluetooth module design is the T2901 transceiver chip, developed by Atmel's Temic Semiconductor subsidiary. The transceiver is a modified DECT design, using a closed feedback loop to modulate a voltage-controlled oscillator, Bisset said. This not only puts tight control on frequency, but eliminates many of the off-chip filter components required for in-phase and quadrature modulation techniques. Laptop users report a receive sensitive better than -70 dBm using this design, Bisset said.

Initially, the part will be manufactured with bipolar technology, but Temic plans to utilize BiCMOS with SiGe transistors, according to Bisset. This would enable a single-chip Bluetooth solution with RF, controller and memory on one chip. Bisset is optimistic that this can be introduced in the early part of 2001, and that it can be manufactured and sold for about $5.