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To: John Finley who wrote (938)	11/12/1999 12:19:00 PM
From: kinkblot	Read Replies (1) \| Respond to of 1820

OT - Your dad sounds a lot like my dad. <g> He still has his Intel, too. I got Atmel from him; he's been trading it for years. We're both out of it now. I bailed in the high 30s before this last 'extra' upleg, which is the strangest thing I've seen in a while. I'm not looking to get back in anytime soon. AMD kicking Intel's butt? Maybe for one or two quarters. Long term, no way. I'm more concerned about communications ICs than microprocessors wrt competition. Seems like dozens of companies all think they're going to get rich off chips for cellular handsets, broadband tranceivers, network switches, etc. Most of them are priced for perfection based on a brief history of high earnings growth off a miniscule earnings base. I don't see any reason to believe these markets will avoid commoditization. WT

To: John Finley who wrote (938)	4/12/2000 2:12:00 PM
From: kinkblot	Respond to of 1820

Look what our old friend is up to: Atmel introduces industry's first SiGe power amplifier for GSM cellular phones atmel.com Company to Target High-Volume Wireless Handset Market Seems like everyone and his brother is targeting that market. On the same theme, but still in the development stage: Motorola Demonstrates SiGe mot-sps.com "This technology will allow Motorola to improve its leadership position in multi-band, multi-mode RF ICs through the integration of discrete and passive components previously deemed impractical." -- Behrooz Abdi, Motorola RF/IF Division. WT