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Technology Stocks : ARM Holdings (Advanced RISC Machines) plc. -- Ignore unavailable to you. Want to Upgrade?

To: Mats Ericsson who wrote (426)	2/24/2000 9:00:00 AM
From: Mats Ericsson	Respond to of 912

Texas Instruments Launches Faster Chips (02/22/00, 7:18 p.m. ET) By J. Robert Lineback, Semiconductor Business News techweb.com This news does not mention ARMhy -it' ain't necessary every time. But TXN is a partner... HOUSTON -- With competition intensifying in its core DSP chip markets, Texas Instruments today shot back at rivals from both barrels of its mainstream C5000 and C6000 digital signal processor series. TI unveiled major upgrades to its high-end C6000 architecture, boosting performance by more than 10 times; and the company launched a third-generation C5000 platform for 3G cellular phones, wireless devices, and consumer products withone-sixth the power consumption of today's leading DSP solution. According to some industry observers, TI's competitors were expecting the C6000 enhancements, but most were blindsided by the new version of the high-volume C5000 platform. and............... "Our belief is that one DSP architecture cannot span the breadth of applications and be the best at both low-power consumption and high performance," argued Michael J. Hames, vice president and worldwide manager for digital signal processing at TI. "Frankly speaking, we have thousands of customers for the C5000 and C6000 that have invested in a lot of code." Code compatibility with previous generations of C5000 and C6000 DSPs is a key aspect of the new fixed-point, 16-bit platforms. TI maintains that next-generation applications will continue to leverage off existing code, while some of its competitors have argued that higher performance and new system requirements will require new DSP software -- diminishing TI's advantage as the market leader. and............... "When we went from first- to second-generation [C5000] and cut the power in half, the C54x went from 50 million a year to 200 million units a year," Hames said. Much of those C54x DSPs are now being shipped in cellular phones, produced by Nokia, Ericsson, and others. Hames expects to continue to seek wide spread use of the C5000 in 3G phones, but he sees the C55x in high-volume consumer products, such as portable digital audio players and digital cameras. Initially, the C55x DSPs will be available in 1.5-volt designs and low-power 0.9-V versions. TI plans to lower the power supply requirements for C55x DSPs down to the 0.75-0.7-V range, with process shrinks in the future. and......................... But this does mention Txn dsp chips arm.com Related Press Releases Nokia has chosen TI's Open Multimedia Application Platform to make future mobile multimedia applications a reality (27 May 1999) Texas Instruments Announces Development Tool for Wireless Communications Systems (Mar 1998) Texas Instruments Announces New Single-Chip Digital Signal Processing Solution for the Digital Set-top Box (Nov 1996) TI Delivers Industry's First Standard-Independent Single-Chip Digital Baseband for Wireless System (Oct 1996) Texas Instruments adds ARM7TDMI to ultra-dense ASIC libraries (Sep 1996) TI Samples first ARM Thumb Core (Oct 1995) Nokia statement: symbian.com Bluetooth gimmics: arm.com

To: Mats Ericsson who wrote (426)	2/24/2000 9:07:00 AM
From: Mats Ericsson	Read Replies (1) \| Respond to of 912

Morgan Stanley reiterates 'outperform' Transmeta fears overdone LONDON (AFX) - Shares in ARM Holdings rose sharply in morning trading after Morgan Stanley published a note reiterating its 'outperform' rating. At 11.30, shares in ARM were up 413 pence at 4546 pence, with 658,393 traded. The Morgan Stanley note is thought to detail the broker's view that there is no short term threat to ARM's core businesses from the privately-owned US manufacturer Transmeta Corp, which demonstrated its Crusoe range at a European press launch earlier this week. Semiconductor analysts believe that Transmeta will initially focus its efforts on the laptop and web-pad markets, where ARM is not a major player. Stock was also buoyed by the news that Lernout and Hauspie Speech Productions NV showed a StrongARM-powered prototype personal data assistant, known as Nak, at the CeBIT technology fair in Hanover yesterday.

To: Mats Ericsson who wrote (426)	2/28/2000 2:42:00 PM
From: Mats Ericsson	Respond to of 912

Growth Investing -- Still No Wires? By Nigel Roberts (TMFNigel) Chippenham, Wiltshire -- In last couple of weeks I have been looking at the Internet revolution, and the impact that the wireless Internet will have. This sector is set for explosive growth over the next few years. In last week's Growth Investing article, "What no wires?" I identified four UK companies that stand to benefit from this growth, and which have the potential to achieve world dominance in the exciting world of the wireless internet, and I promised that this week I would have a look each in a little more detail. The UK companies that would appear to offer the greatest potential for worldwide dominance include ARM Holdings (LSE: ARM), Vodafone AirTouch (LSE: VOD), Symbian / Psion (LSE: PON) and Baltimore (LSE: BLM) -- if you know of any others please let us know on the Growth Investing message board. I am not going to go into great depth about these companies -- you all probably know and understand them much better that I do -- but I do plan to look at them in relation to the impact that the wireless Internet may have on them in the near future. ARM Holdings ARM designs computer chips. Its expertise is in the area of RISC chips. These "Reduced Instruction Set Computing" devices are a form of central processing unit (or CPU, or "processor"), and are gradually taking over from their predecessors, CISC (Complex Instruction Set Computing) CPUs. ARM targets its chips at the mobile computing market, including handheld computers and smart mobile phones. Critically, ARM chips are at the heart of the hardware specification for the EPOC mobile computing platform being developed by the Symbian alliance. Although ARM is active in more areas than the mobile Internet, it is the link with Symbian that really makes it interesting for this article. ARM licenses the use of its low-cost, power-efficient microprocessors and system chips for use in an extensive range of applications. The company was established in November 1990 as a joint venture between Acorn, Apple and VLSI. ARM Holdings was first listed on the London Stock Exchange and Nasdaq in April 1998, and its share price performance has been nothing short of spectacular, as this graph shows. ARM chips are likely to be in almost all of the future mobile Internet devices: indeed, one of our Foolish writers Stuart Watson (TMFTiger) recently posted some figures from a Merrill Lynch research note for ARM dated 20 Dec 1999. This showed some forecasts for the number of ARM chips sold in the future and the share of the market that they were likely to achieve. These made very interesting reading -- as long as you realise that they are no more than guesses of what might happen in the future. Year to 31 Dec 99 00 01 02 03 04 05 Units(m) 121 245 600 1400 3400 7000 12000 Revenue (œm) 60 86 132 220 404 732 1163 Profit before tax (œm) 16 24 43 87 178 366 643 In 2005 the 12b chip volume is split: Hi End Wireless 360m Low End Wireless 630m Cars Key ASIC 90m Cars Distributed 6000m Digital Still Camera 30m Home/Office access 100m Digital Video 132m Smart Card 2400m Consumer Appliances 50m Bluetooth chips 2400m Mass Storage 45m Networking 21m The assumed market shares in the above are: Wireless 90% Cars 50% Smart Card 30% Bluetooth 80% If Merrill Lynch are right, and remember this is a very very big if, then ARM will dominate the supply of chips to the wireless/mobile world by 2005. Dominance of world markets is usually a great thing for investors! fool.co.uk