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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: William Hunt who wrote (25932)	4/24/2000 7:57:00 PM
From: puborectalis	Read Replies (2) \| Respond to of 27012

TXN=INTC of the new decade...........TI cuts ADSL chip count by 66% in new chip set series By J. Robert Lineback Semiconductor Business News (04/24/00, 08:24:19 AM EDT) DALLAS -- Taking aim at becoming the top supplier in ADSL chip sets by the end of 2001, Texas Instruments Inc. here today announced its next-generation asymmetric digital subscriber line products for customer premise equipment. For PCI-based ADSL systems, TI's new chip set reduces the IC count from six to two devices--a digital transceiver, and a mixed-signal codec with integrated line driver and receiver functions. TI's chip sets use a common platform, based on a programmable digital signal processor (DSP), to offer five different varieties of ADSL products focused on four different customer premise design applications. One version, the AU5, offers the industry smallest and lowest power ADSL solution for Universal Serial Bus (USB) designs, fitting on the size of a credit card (2-by-3 inches), said the Dallas company. The AH5 PCI chip set offers a fallback mode with analog V.90 modem operation in addition to ADSL using the same DSP core. TI said its AP5 chip set is a low-profile PCI implementation of an ADSL modem on a 3-by-5-inch card. TI is also offering new ADSL chips for remote access in router and gateway applications. "Up until now the competition has offered one or two products, but this introduction addresses four different applications with five products based on the same core chip set, architecture, and common software," said Nancy Fares, marketing manager for customer premise equipment application at TI in Dallas. The common platform strategy is aimed at enabling ADSL equipment customers to speed their introductions to the marketplace. ADSL service providers require certification and approval of equipment attached to their networks, Fares noted, and TI believes a common chip-set architecture will make it easier for system makers to rapidly expand their product lines. The ADSL transceiver chip is fabricated with a digital CMOS process, producing drawn transistor gate lengths of 0.13 micron. The integrated coder-decoder (codec) IC is fabricated with a 0.5-micron BiCMOS technology. In the PCI chip set, TI has integrated the universal digital interface as well as the segmentation and reassembly (SAR) functions on its new TNETD5200 transceiver. The 5014 codec contains the line driver and receiver function, reducing the chip count. The overall result is a 66% reduction in the number of chips needed to create ADSL modems for customer premise equipment, said TI's Fares. The reduction in the total bill of material is more than 75% compared to TI's current ADSL chip set offering, she added. Today's launch is part of TI's goal to emerge as the No.2 chip set supplier for ADSL at the end of 2000--behind Alcatel of France. At the end of 2001, TI aims to take the No.1 position in ADSL chip-set revenues (see related March 1 story). The ADSL market is beginning to shift from being heavily concentrated in the North America region to a global business, Fares said. In 2000, about 60% of the deployed ADSL modems are expected to be in North America, but by 2003, nearly two-thirds of the systems will be in other regions, she said. About 4 million new ADSL subscribers will log on to digital telephony networks in 2000, and the number of new users will reach 30 million in 2003, according to TI's forecast. TI's new ADSL chip sets will enter volume production in the third quarter. The two-chip set will be priced in a range of $35 to $45 each in OEM quantities.

To: William Hunt who wrote (25932)	4/25/2000 7:57:00 AM
From: Sonki	Read Replies (1) \| Respond to of 27012

william, was bz buying ! INTEL is set to grow at an accelerating pace for the rest of the year and is positioned to deliver the best stock performance of any large-capitalization stock in the computer chip industry, an influential semiconductor analyst said on Monday. Mark Edelstone, an analyst with Morgan Stanley Dean Witter, said he told his sales force Monday afternoon he saw solid growth in Intel's first-quarter results, traditionally its softest quarter, and a strong outlook for the year.

To: William Hunt who wrote (25932)	4/25/2000 11:59:00 AM
From: Sonny McWilliams	Read Replies (4) \| Respond to of 27012

Hi Bill: Well, you are not alone. I lost a bundle myself yesterday, but we are getting it back today, aren't we? My portfolio value this month has diminished greatly. I try not to think about by how much!sigh. Ralph Bloch thinks we may have put a bottom in at the NAZ after this last retracement. Let's hope that he is right. A couple of others still think that we have to do it again. With all my nets I sure hope that JDSU comes in okay tonight. It could help the rest of that sector some more tomorrow. Your QCOM is coming back from the dead. ARBA and CMRC are looking better also. This will do for today, since my daughter's computer is like snail mail. sheesh. It takes will power to write just one post here. After every sentence there is a reloading pause. I will try to do at least one post a day. I will be back home in a little more than one week. I hope that I will still have some money left in my accounts. At least AOL has not caused me a heart attack lately. Its in a pretty tight trading range and still has its nice target price of 110. WCOM has been mentioned favorably again also. And DELL. And INTC. And some think we should nibble on MSFT. ML thinks you have to own INSP in the net sector. hmmmm. The last I heard the dotcom is gone on this stock. So it should be an old and new economy stock now, even though it started out as a new economy stock. EXDS was mentioned this morning with a target price of 140. I sold it around 130. That should do it until tomorrow. Sonny