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To: Jim McMannis who wrote (157285)	1/30/2002 2:52:14 AM
From: wanna_bmw	Respond to of 186894

Jim, Re: "So someone is banking on the public knowing DDR is better than SDRAM on the P4." That's what the salesmen are for. Now don't get me wrong - the salesmen at Best Buy are little more than trained monkeys. They don't need to know any more than which buzzword means that the system is faster. And they'll make the rest up as they go along. "Yeah, DDR, er, uh, means... Drastic Data Retention - no! Disabled Dynamic Ranges. Er, Dinky DRAM Revival??? Anyway, it makes your system, like, THAT much faster." wbmw

To: Jim McMannis who wrote (157285)	1/30/2002 6:55:08 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Pardon, if posted. VIA profits beat forecasts, eyes new markets (UPDATE: recasts, adds details, quotes) By Michael Kramer TAIPEI, Jan 30 (Reuters) - Taiwan microchip designer VIA Technologies posted fourth quarter results that beat analyst expectations on Wednesday and unveiled a project designed to lead the company into milk and honey through diversification. ADVERTISEMENT VIA posted fourth quarter profits of T$1.15 per share, down from T$1.50 in the same period last year but above market estimates around T$1.07. That brought last year's earnings to T$5.59 per share, declining from T$6.91 in 2000 but still a hard-won profit during the semiconductor industry's worst-ever sales slump in 2001. Earnings were announced after close of trade on Wednesday. VIA shares surged T$8.00, or 6.02 percent, to T$141.00, beating a 0.57 percent fall in the benchmark TAIEX (^TWII - news) index. VIA chief executive officer Chen Wen-chi told an analyst conference he expected revenues to increase more than 20 percent per year in the ``next few years'', accelerating from a 10.5 percent rise in 2001 to T$34.11 billion (US$975.1 million). He also promised a transformed company that would rely less on its main product of chipsets for personal computers, and push growth in new areas like microprocessors for non-PC electronics and chips for CD-ROM and DVD drives. PROMISED LAND Chen, a devout Christian who often gives projects biblical names, said under the company's ``Canaan'' plan it would reorganise into six business units revolving around products: chipsets, graphics chips, networking, peripherals, optical disc drives and processors embedded inside non-PC gadgets. ``VIA is pushing out the Canaan project because it wants to be a platform company, and not just a chipset compaMy,'' Chen said. ``In the future, maybe every television will need an embedded processor, and every television will need a DVD drive. This is a very big opportunity,'' he said. He said that while chipsets, which connect a computer's microprocessor brain to the rest of the system, currently account for 80 percent of total revenues, the company aimed to cut that to 50 percent or less by 2003. Analysts have applauded VIA's move into chips for CD-ROM and DVD drives in particular, and VIA's Chen threw down the gauntlet to the world's top maker of such semiconductors, Taiwan's Mediatek Inc , aiming to be number one by next year. On Tuesday, Salomon Smith Barney analyst Andrew Lu upgraded VIA's 2002 EPS forecast by 11 percent to T$5.70, after downgrading Mediatek to ``outperform'' from ``buy'', citing competition from VIA, which quietly started mass production of optical drive chips in November. ``We estimate VIA will grab eight percent of the global CD-ROM IC (integrated circuit, or microchip market) in 2002 and and 19 percent in 2003,'' Lu said. A move out of chipsets will also help to steer the company out of Intel's (NasdaqNM:INTC - news) legal crosshairs, as the U.S. semiconductor giant has repeatedly slapped VIA with lawsuits for making chipsets supporting its Pentium 4 processor without a licensing agreement. ``It has been a very difficult legal battle against an opponent that has its own microprocessors,'' VIA CEO Chen said.