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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: johariwindow who wrote (4490)	6/11/2000 1:47:00 PM
From: Scott C. Lemon	Respond to of 5853

Hello johariwindow, > Thanks for the detailed response and objective analysis > of Intersil (ISIL). I'll continue to drop comments on this thread, and the ISIL thread as I find more information. I'm on the verge of creating an "802.11b" thread for the discussion ... ;-) > Additionally, ISIL's power management tools allows the > company's story to dovetail nicely into the > Powercosm...(albeit somewhat of a tangential play). I too was impressed to read about the power related chip sets that ISIL is working on. I have another "pet project" that I have been researching and working on in the area of "wearable computers" ... Intersil appears to make a variety of power related chips which provide multi-voltage(?) regulated power for the popular Intel and AMD core architectures. Specifically, it appears that Intersil is providing these chips for the extremely popular Intel 801, 810e, and 840 chip sets ... the "core" support logic for almost all Intel motherboards made. These 8xx chip sets are what is beginning to make the whole world of "wearable computers" a reality. I have a couple of prototypes here that are based on the 810 chip set. I believe that these areas of DC-to-DC power for portable computers and applications is going to keep growing ... > Continue to share your wisdom... It is appreciated... I appreciate your comments ... I'll be here and keep tossing out possibilities ... Scott C. Lemon

To: johariwindow who wrote (4490)	6/12/2000 3:00:00 AM
From: Scott C. Lemon	Respond to of 5853

Hello johariwindow, So a friend just sent me more "supporting evidence" or DD about my theories on 802.11b ... Delta and SoftNet Announce Strategic Alliance to Offer Airline Customers Broadband Wireless Internet Services Wireless broadband connection to be offered at airports, hotels, convention centers - enhancing customer service and airport operations softnet.com Some quotes and details ... First, who is SoftNet? SoftNet Zone, www.softnetzone.com, is a consortium of technology leaders including SoftNet Systems, Inc., CMGI (Nasdaq: CMGI), Compaq Computer Corp. (NYSE: CPQ), Cisco (Nasdaq: CSCO) and Nokia Corp. (NYSE: NOK) established to offer premium, always on, easy-to-access mobile computing and Internet services, both wired and wireless, to business travelers worldwide in airports, hotels and convention centers. Second, who are the hardware vendors? Cisco and Nokia are SoftNet Zone preferred wireless technology vendors providing expertise and wireless technology to the venture. NOTE: Both of these companies are Intersil (ISIL) chipset customers and so is Compaq ... Last ... what is the target market? Delta carries more passengers per year than any other airline in the world, has 153 airports worldwide, 53 Delta Crown Clubs, and further extends its reach with its airline partners world-wide. Delta has made available to SoftNet Zone its cutting-edge communications networks in its busiest airports, which will accelerate our time to market and permit customers to be connected all the sooner. In addition, Delta has agreed to actively marketing this service to its customers, including its 27 million frequent fliers. I'm watching this market heat up and occur ... IMHO, we are going to see 802.11b explode ... this is a classic Gilder "disruptive technology" coming into view, and I predict that it is going to catch a lot of people off guard. I also believe that Nokia is involved because they see the potential impact to the cellular market. Just remember that when I'm at a 802.11b "hot spot" I'll be able to use VoIP to communicate ... no more having to use my cellular. And companies like Nokia and Symbol are building H.323/802.11b phone sets already ... ;-) Here it comes ... Scott C. Lemon