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

To: Bill Jackson who wrote (160858)	3/1/2002 6:37:01 PM
From: combjelly	Read Replies (1) \| Respond to of 186894

" It looks like there will be many people fighting over assorted parts of the wireless world and low cost will be the watch word, TI comes to mind as one of the most powerful." There are many segments to wireless, TI is mainly going after the cellphone market. Their OMAP chip has a lot of software IP, that is the likely reason why Palm went with TI. But there are other areas that TI is likely not going to be much of a competitor in. In addition, there are handheld and low power segments that haven't even gotten off the ground yet, not to mention haven't been invented yet. The next 10 years are going to see explosive growth in those areas, and it is way too early to start picking winners.

To: Bill Jackson who wrote (160858)	3/1/2002 7:12:14 PM
From: TGPTNDR	Read Replies (1) \| Respond to of 186894

Bill, Re: <Reminds me of the Aesop fable of the frog and the bull.> Are you, maybe, thinking of The Ox and the Frog? tgptndr

To: Bill Jackson who wrote (160858)	3/1/2002 7:26:30 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Bill, Re: "It looks like there will be many people fighting over assorted parts of the wireless world and low cost will be the watch word, TI comes to mind as one of the most powerful." Funny you should mention "cost", since that was a common theme throughout the IDF keynotes. It seems that Intel will be driving down costs with very competitive products. You should check out the notes I drafted on the various keynotes - they are somewhere on this thread over the last couple days. wbmw