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

To: Holly R. who wrote (124)	1/25/2000 9:02:00 PM
From: Edscharp	Read Replies (1) \| Respond to of 322

Holly, If your stock group finds an interesting play on bluetooth technology I'd appreciate if you could pass it on. Back on post #106 on this thread I mentioned my interest in finding the same thing. Thanks and Regards, Ed S.

To: Holly R. who wrote (124)	1/25/2000 11:26:00 PM
From: Jim Oravetz	Respond to of 322

Since many big name companies are involved in Bluetooth development and standards, IMHO its going to be very hard to pick "the stock" that will benefit greatly. If it becomes so pervasive, as predicted, it will also be hard to have your company's product, like a cell phone, stand out from others in the same product area (Nokia vs Ericy). Perhaps an "under the hood" company that can get the first single chip solution will be the front runner for awhile. No one yet has that solution. Not sure about OS software (Epoch) or application s/w vendors at this point either. Disclaimer: I own ERICY. While they are part of the first wave of companies who dreamt up the technology, I do not think that they are going to be driving Bluetooth forward to meet their goals. They will have products only to have some visibility in the huge Bluetooth market (if it ultimately develops that is). I like ERICY for the tons of GSM phones and GPRS data technology that they are involved with. 3G also has a huge cloud over it since QCOM has refused to negotiate on IP fees. Jim

To: Holly R. who wrote (124)	1/27/2000 4:38:00 PM
From: Mats Ericsson	Read Replies (1) \| Respond to of 322

Comments on Merill Lynch, ARM, SNDK... Interesting developments in Sandisk SNDK today: stock shooting, sees wireless exploide etc.... Merill says Transmeta widening Bluetooth markets. This is taken somewhere The Mothley Fool United Kingdom ARM board. Some ML private customer posting there... ........................................................................................................................... Could Transmeta Do For The Cell-Phone What They Can Do For The Laptop? No BUY* Long Term BUY Reason for Report: Competitive Update Merrill Lynch & Co. Price – Local / ADR: 3120p / $145 12 Month Price Objective: 5400p / $260 Estimates (Dec) 1998A 1999E 2000E EPS (pence) Intermediate term opinion last changed on 04-Jan-00.(I edited away a long facts list...) For full investment opinion definitions, see footnotes. All figures are in Sterling except where otherwise noted. Note: Due to currency factors, the investment opinion of the ADR may differ from the underlying share. Investment Highlights: ARM shares were sharply lower yesterday on news of US semiconductor start-up Transmeta's new Crusoe processor. * We do not see this as a competitive product – its website and presentation are plastered with "x86", more than suggesting that the Intel/AMD class products are its target (who's shares were relatively un-moved). Conversely, ARM has never pushed the idea that it would enter the Transmeta laptop/web-pad space in the future. Ironically, if Transmeta galvanises the laptop computer/web computer market, their likely Bluetooth compatibility probably means the devices may contain a separate ARM Bluetooth processor – boosting ARM volumes. We repeat our assertion that in-house semiconductor design teams are ARM's main opposition. We reiterate our Buy. Comment United Kingdom Electrical Equipment / ADR 21 January 2000 Andrew Griffin (44) 207 772-1414 andrew_griffin@ml.com Anita Farrell (44) 207 867 2996 anita_farrell@ml.com ARM Holdings Global Securities Research & Economics Group Global Fundamental Equity Research Department RCN#20102120