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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (105691)	7/15/2000 4:28:19 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Paul, re CDMA, etc., figure it's time for me to get used to the new technology Intel's moving into (new for them). I got this from a communications textbook, an analogy for CDMA (Code Division Multiple ACCess) and GSM (Global System for Mobile Communications). These are the two competing cell phone standards (pretty sure, might be a third). GSM uses a combination of FDM and TDM (frequency and time division multiplexing). Anyway, a cocktail party is used for the analogy: TDM is like all the people gathering in the middle of the room, and they take turns speaking, one, then the other, etc. FDM is like people gathering in widely separated clumps, but people in the clumps can be talking at the same time. CDMA is when they are all in the center of the room, talking all at once, but each pair in a different language (French, English, etc.). I don't know a whole lot more than that now, and don't know why CDMA may or may not be the hottest standard. I was also thinking that, in the next few years, AMD will be busily trying to squeeze every last MHz out of the Athlon and derivatives, and getting more bytes in the L2 cache path (not doing too well on the latter). Meanwhile, Intel is doing similar stuff with their processors, AND has moved on to bigger and better things...server parts, 32 bits now, soon 64...processors, chipsets, mobos, NICs, whole, unbranded servers themselves; cell phones, web hosting, DSL and cable modems, 10/100 hubs, concentrators, VOIP and gigabit ethernet devices, cache appliances, XML accelerators, network processors, etc. Much, much better opportunity, with those kinds of products, to support a high P/E and a high stock price. Of course, no dropping the ball on processors allowed. Go Tuesday! Tony