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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (21053)	7/20/2001 1:21:47 PM
From: $Mogul	Read Replies (1) \| Respond to of 30051

WSJ/Intel/Patents -2: Broadcom Unavailable For Comment By Molly Williams Of THE WALL STREET JOURNAL SAN FRANCISCO (Dow Jones)--Intel Corp. (INTC) said an administrative law judge for the U.S. International Trade Commission has ruled that some Broadcom Corp. (BRCM) products infringe on two patents held by Intel. The ruling could mean that Broadcom won't be able to import the networking chips into the U.S., Intel said. Broadcom officials weren't immediately available to comment. Intel had brought the claim against Altima Communications Inc. last year. Altima was subsequently bought by Broadcom. A trial was held earlier this year. Friday's ruling is preliminary and must be approved by the commission within 90 days. The ITC held up that two of the three patents that Intel listed were infringed upon. Intel and Broadcom compete in designing and selling products that are used in networking gear, including servers, routers and switches. One of the patents applies to packaging the chips and the other relates to communication chip design. Intel shares were recently down 21 cents at $29.75. Broadcom was off $2.35, or 5.6%, at $40.05. -Molly Williams, The Wall Street Journal; 415-505-9151 +WSJ: Intel: ITC Rules Against Broadcom In Patent Dispute (MORE) DOW JONES NEWS 07-20-01 01:00 PM - - 01 00 PM EDT 07-20-01 -------------------- -------------------------------------------------- WSJ: Intel: ITC Finds Broadcom Pdts Infringe On Patents (MORE) DOW JONES NEWS 07-20-01 01:01 PM - - 01 01 PM EDT 07-20-01 -------------------------------------------------- WSJ: Intel:May Mean Broadcom Can't Bring Some Pdts To US (MORE) DOW JONES NEWS 07-20-01 01:01 PM - - 01 01 PM EDT 07-20-01

To: Zeev Hed who wrote (21053)	7/20/2001 2:50:28 PM
From: J L Segal	Read Replies (1) \| Respond to of 30051

Zeev, what are you looking for on SCON? Will you hold through their earnings report next week? BTW, nice call on not buying (after their positive rev. news a few weeks ago) & waiting for a pull back. Also, are you still in CCRD? Is that a longer hold? -another nice call. Thanks, JLS p.s. Do you know the semi WEDC? Would you buy it here...they had some very good news a couple days ago...looks very cheap to me ... (stock is near $4, rev per share at $5.22 & will be higher after earnings, very little debt) , but as I've said before, I'm far from an expert on semis ;-) White Electronic Expects To Be Profitable For 3Q <WEDC (BSNS WIRE) White Electronic Designs Finishes Third Quarter FY 2001 With $45.5 Million of Backlog; Business Model Proves Effective siliconinvestor.com