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Technology Stocks : XYBR - Xybernaut -- Ignore unavailable to you. Want to Upgrade?

To: Wolff who wrote (4010)	4/23/2000 8:44:00 PM
From: Wolff	Read Replies (2) \| Respond to of 6847

Net Access Shifting To Cell Phones (04/20/00, 4:16 p.m. ET) By Robert Ristelhueber, EE Times Smart cell phones will become the dominant means of accessing the Internet by 2004, when Web-capable phones will make up 79 percent of the unit volume of Internet appliances, according to a report by Semico Research. Fat clients -- including PCs -- accounted for 90 percent of the $73.2 billion Internet appliance market last year. That figure is expected to drop to 44 percent of the market's value by 2004, slightly ahead of Web-capable phones, with 42 percent. But phones will dominate the market in terms of unit volume, Semico predicted in its report. Unit volume of Web-capable phones will grow at a compound annual growth rate (CAGR) of 288 percent, from 800,000 to 703 million in 2004. Revenue will grow at a CAGR of 223 percent over the same period, from $200 million to $70.3 billion. The average selling price of phones will fall to $100, the report said. Thin clients, in which all application, data processing, and storage take place on the network server, will gain rapid acceptance. The thin client Internet appliance market will experience a CAGR of 128 percent for units, from 200,000 in 1999 to 104 million by 2004, and 111 percent for revenue, from $160 million to $6.8 billion. The report listed the cost, quality, and ease of use of the device; the cost and quality of the Internet connection; and the quantity and quality of the Internet content designed specifically for the appliances as key factors. Cell phones and other types of handheld devices will probably converge into one product capable of playing digital music, displaying color video, allowing wireless e-mail and Internet access, and providing traditional functions. Casio and Siemens are expected to ship Windows versions of such products later this year, according to the report. The Internet appliance market will grow at a compound annual rate of 18 percent, to $166.9 billion by 2004. Units, currently at 45.8 million, will show an 81 percent CAGR, to 887.2 million by that year, Semico predicted.

To: Wolff who wrote (4010)	4/23/2000 9:03:00 PM
From: Wolff	Read Replies (1) \| Respond to of 6847

"System on a Chip" expansion nullifies need for patented CORE. The industry is moving toward the system on a chip design for many considerations, but cost and size are paramount. The applications left for this CORE patent will be minimal if any given this trend continues. ================================ Toshiba Will Invest $970M In System-On-Chip Fab (04/18/00, 7:18 p.m. ET) By Yoshiko Hara , EE Times Toshiba, in Tokyo, said it will invest about $970 million to build a 0.18-micron fabrication facility to meet anticipated demand for system-on-chip devices such as MPEG-4 and Bluetooth circuits. The company also cited wideband CDMA cellular phone services, scheduled to start in Japan next spring, as a reason for the fab's construction. The company's investment of 100 billion yen will boost its system-on-chip (SoC) production capacity about threefold. The new fab will be built at the company's Oita semiconductor production works on the island of Kyushu, Japan. When fully operational, the new fab will expand the total capacity of the Oita works from today's equivalent of 12,500 8-inch wafers per month to 35,000 wafers per month, the company said. The new fab reflects Toshiba's new focus on SoC parts such as MPEG-4, Bluetooth, and DVD-ROM drive controllers. Toshiba has been working for MPEG-4 standardization and was an early backer of Bluetooth. Toshiba expects SoC devices to account for about 40 percent of its LSI device total in fiscal 2002. "The new fab will be ready by next year when those chips such as MPEG-4 and Bluetooth are in real big demand," a Toshiba spokesman said. In its first phase of construction, Toshiba plans to invest about $291 million in the fiscal year that began this month to build a two-story building with a 10,000-square-meter clean room next to the existing No. 150 building at the Oita works. Construction will be completed next January, and volume production is slated to begin next April. The first phase will expand the total production capacity at Oita by 5,000 8-inch wafers a month, to 17,500 wafers. Efficient Moves Toshiba intends to separate the multi-layer wiring process from the diffusion process at the new fab. Both of those processes are now housed in an existing Oita fab, but will be placed in the new fab to improve efficiency, the company said. In the future, Toshiba said it intends to make the existing fab a dedicated diffusion process fab, and to dedicate the new fab to the multi-layer wiring process. As a result, some of this fiscal year's investment of $291 million will be used to beef up the diffusion process at the existing fab. Toshiba said it plans to adopt the Standard Integrated Mechanical Interface (SMIF) system at the new fab. With SMIF, Toshiba expects to maintain Class-1 cleanliness in the clean room, or only one particle measuring 0.03 micron or smaller per each cubic foot. The Emotion Engine device employed in the Playstation 2 gaming console is currently fabricated at the existing Oita fab, which is jointly operated by Toshiba and Sony Computer Entertainment. But the new fab will be used solely by Toshiba, according to the company spokesman. ======================================== Cirrus Logic's ARM-based system-on-chip solutions fully leverage the company's mixed-signal expertise and are used in a wide variety of consumer solutions, including set-top boxes, smartphones, screen phones, network computers, game boxes, handheld digital assistants, and two-way messaging devices. By combining its intellectual property with the open ARM architecture, Cirrus Logic offers low-power, high-performance solutions in a small form factor. As part of its ARM-based product portfolio, Cirrus Logic offers the industry's first sub 50-mW system-on-chip solution (CL-PS7111), enabling a new class of low-power wireless voice/data communications products. Cirrus Logic's highly integrated ARM-based system-on-chip solution (CL-PS7500FE) for the Internet appliance market has become the de facto standard for ISP-neutral, Internet-enabled appliances. Industry Firsts 1998 - Led industry in design wins; shipped more than 3 million ARM-based solutions in the past year 1997 - First sub 50-mW ARM-based system-on-chip 1995 - First network computing engine Handheld Computing EP7211: High-performance ultra-low-power system-on-chip with LCD controller EP7212: High-performance, low-power system-on-chip with LCD controller and Digital Audio Interface (DAI) CL-PS7110: Ultra-low-power device for handheld applications CL-PS7111: Low-power system-on-chip CL-PS6700: Low-power PC Card controller for the CL-PS7111 Personal Digital Audio Player EP7209: Ultra-low-power audio decoder system-on-chip Internet Access Devices CL-PS7500FE: System-on-chip with CRT/LCD controller

To: Wolff who wrote (4010)	4/23/2000 9:48:00 PM
From: Wolff	Read Replies (2) \| Respond to of 6847

How much will XYBR lose in Q1? How much Cash will be left? How much stock will need to be sold to continue operations? How much are these patents worth? When will XYBR get a licensing deal that is not done to avoid court costs to fight the claims, as was in TELT's case? How much more hype of pipe-dreams of future technology roadmaps, keep people unaware of the dead-ends that XYBR has encountered? They will need to file SEC documents soon, that is the next known hard data point we know is coming.

To: Wolff who wrote (4010)	4/23/2000 10:59:00 PM
From: Scott C. Lemon	Respond to of 6847

Hello Wolff, I have to say that I agree with you that it is exciting to see the beginnings of a whole new paradigm in mobile computing. Who would have imagined that such a "disruptive technology" could be leading the tidal wave of products that you continue to point out to this board ... I'm even further encouraged that even you recognize that XYBR will have a working prototype of their CORE within 8 months! Quite an accomplishment! This industry and market are picking up speed quickly! I can't wait until the next Comdex to see what's next! Scott C. Lemon