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To: Johnny Canuck who wrote (35981)	1/24/2002 11:33:25 AM
From: j g cordes	Read Replies (1) \| Respond to of 69276

Facinating.. "Intel preps plastic memory production plan By ComputerWire Posted: 23/01/2002 at 10:28 GMT Intel Corp is accelerating the development of polymer-based memory and preparing to move into production with an alternative to flash memory that will be 10% of the price of its silicon equivalent and has vastly greater storage potential, Brian White writes. It is taking out production licenses for what are described as "possible Intel products" in a move that will send shivers down the spine of those with billions invested in silicon-based storage technology. Under a new deal with Thin Film Electronics ASA (TFE), the two companies will begin development of fabrication processes for polymer memory modules at one of Intel's wafer fabrication facilities at Hillsboro, Oregon. Until now, the companies had been working together at TFE's R&D center in Lonkoping, Sweden, but the shift to Intel's home patch is an indication that the chip giant is expecting to move into production soon. Plastic memory has the potential to be a hugely disruptive technology offering a full 3D architecture with the ability to stack thousands of the polymer layers. TFE also claims it can be produced as easily as printing color photographs. Intel bought a 13% stake in TFE from its Oslo, Norway-based parent Opticom ASA, and had its own development team working with the company on the technology. But doubts grew over the partnership when there was a delay on an agreement to move the project forward to its second stage of developing a production prototype (CI No 4,305). But a statement from TFE yesterday on a new deal with Intel ended the uncertainty and suggests that the project has jumped forward from developing production prototypes to fabrication processes. The two companies said they will develop scalable arrays to take advantage of the new fabrication processes. Intel has been secretive about the whole project and insisted that TFE staff gave little away. But the statement yesterday quoted Sanjay Panditji, vice president of Intel's Technology and Manufacturing Group as saying: "We are now entering a new phase to develop cost-effective, volume-capable fabrication processes and dense polymer memory arrays taking advantage of them." © ComputerWire.com. All rights reserved.

To: Johnny Canuck who wrote (35981)	1/24/2002 12:31:48 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69276

09:48 ET Sector Watch : Impressive start with the gains broad based in nature. Pacing the way thus far are wireless (NOK +7.1%, RFMD +7.3%, WWCA +6.7%), software (BEAS +5.1%, SEBL 9.9%), storage (EMC +11%, NTAP +6%), video game (ATVI +9%, ERTS +3.1, THQI +3.7%), Internet (AMZN +5.3%), Internet security (ISSX +6.4%). Also on the move are homebuilding, gaming, networking, computer-hardware, broker/dealer. Little on the downside other than gold and drug. 09:48 ET Sector Watch : Impressive start with the gains broad based in nature. Pacing the way thus far are wireless (NOK +7.1%, RFMD +7.3%, WWCA +6.7%), software (BEAS +5.1%, SEBL 9.9%), storage (EMC +11%, NTAP +6%), video game (ATVI +9%, ERTS +3.1, THQI +3.7%), Internet (AMZN +5.3%), Internet security (ISSX +6.4%). Also on the move are homebuilding, gaming, networking, computer-hardware, broker/dealer. Little on the downside other than gold and drug. 09:25 ET Gapping Up/Down : ZOOX +18% (Compaq relationship), SNDK +16% (blows past estimates), TSTN +9% (upgraded after earnings), ATRX +15% (FDA approval), AVNX +15% (exceeds estimates), WEBM +9% (delivers upside to estimates), ATVI +9% (tops estimates, raises guidance), SEBL +8% (upgraded on heels of earnings)... Gapping Down: TLGD -12.5% (misses qtr, guides lower), CTXS -7% (downgraded following earnings)... Other movers of note include: GCOM (+17%), AZPN (+10%), FFIV (-5%), BRKS (-5%), BRCM (-4%). 08:33 ET EMC Corp (EMC) 14.56: -- Update -- On conference call, says it expects customer budgets to be flat to down in 2002, expanding only when conditions improve... says investors can expect more cost cuts, more new products, and more on the acquisition front from EMC in 2002. 08:31 ET Economic Data : Jobless Claims fell 15K to 376K in the Jan 19 week, lower than the consensus of 395K; the recent trend in claims have been very encouraging and has led Briefing.com to bump up its forecast for January nonfarm payrolls to +50K - this would be the first increase in jobs since last July. 08:28 ET DSP Group (DSPG) 23.22: USB Piper Jaffray upgrades to OUTPERFORM from Mkt Perform after solid Q4 results and because for the first time in four qtrs the co did not lower guidance. Price target is $28. 08:21 ET EMC Corp (EMC) 14.56: -- Update -- On conference call, co says sees sequential rev decline of 5% due to normal seasonality. Based on consensus estimates before today's report, Wall Street had anticipated a sequential sales decline of approx. 1.5%. 07:50 ET Harmonic (HLIT) 10.95: Adams Harkness upgrades to STRONG BUY from Buy after the co beat consensus last night, sees the following catalysts: 1) T Broadband ownership should boost capex spending, 2) DirecTV/Echostar combo could result in more spending, and 3) VOD deployments should boost stock. Price target is $20. 07:43 ET Turnstone Sys (TSTN) 3.79: DB Alex. Brown upgrades to BUY from Mkt Perform; continues to view stock as a re-start/venture capital play, but notes TSTN has now demonstrated initial success penetrating a significant local incumbent carrier (PCCW of Hong Kong). 07:11 ET Avici Systems (AVCI) 2.41: Posts a Q4 loss of $16.3 mln or $0.33 a share, $0.03 better than consensus. Rev fell to $9.2 mln, below the $10.5 mln consensus. Co ended the qtr with $164.4 mln in cash. 07:08 ET Tollgrade Comm (TLGD) 31.91: Posts Q4 net of $0.15 a share, $0.01 worse than consensus, vs yr-ago EPS of $0.58. Sales fell to $16.4 mln, below consensus of $18.06 mln. Co warns for Q1, projecting EPS of $0.06-$0.10 (consensus $0.15). 07:02 ET Nokia (NOK) 22.21: Stock climbs 7% in European trading after co posts Q4 net of $0.21 a share, exceeding the Multex consensus estimate by $0.03 a share. "We achieved significant market share gains maintaining excellent profitability in our mobile phone business and succeeded in substantially reducing the impact of a challenging environment on our networks business."