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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (4183)	7/19/2002 8:36:05 PM
From: Sam Citron	Read Replies (1) \| Respond to of 95411

Cary, I don't pretend to have a good understanding of these complicated matters but I expect IT and tech toys to remain a tough sell in this economic climate. Perhaps the CEO is right and XLNX will soon resume 30% LT growth. But I doubt that 3G gets it there. Third generation (3G) mobile networks, although meant to carry voice and data traffic simultaneously, retain a circuit-switched, hierarchical architecture. Consequently there is tension between the design objectives and the current environment of the wired Internet and mobile voice networks. The resulting design compromises of 3G networks, which are optimized for voice, impair their ability to deliver high-speed, low-latency data cost effectively. The resulting high cost-per-megabyte of data delivery over 3G networks will prevent the emergence of mass-market wireless Internet access. flarion.com Whether or not Flarion's OFDM solution is the answer, I do not know. In any case I salute XLNX's efforts to diversify. 61% of revenues from the communications segment is a little high for my tastes. Today I entered a significant hedge designed to protect the value of my portfolio in the event that the economy and stock market get weaker still (see FD thread). Have a good weekend, Sam