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To: Road Walker who wrote (176450)	1/8/2004 8:37:41 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 186894

John, <<Texas Instruments Inc. (NYSE:TXN - news) already supplies a chip using a rival technology, called digital light processing, which uses more than a million microscopic mirrors to reflect a high-definition image onto a big-screen television. Big-screen sets based on DLP are produced by Korea's Samsung Electronics (005930.K), France's Thomson (TMS.PA), and others. >> As an Intel stockholder, I now feel somewhat disloyal as I bought a 50" Samsung DLP TV in November. I have little patience. I couldn't wait any longer. BTW, I love it. Watched RMBS lately? Barry

To: Road Walker who wrote (176450)	1/10/2004 2:34:31 PM
From: Gary Kao	Read Replies (1) \| Respond to of 186894

New Business for Intel: 60% share of PDA CPUs!! from the Microprocessor Watch *** Intel 2003 Analyst Meeting Notes Kevin Krewell - Senior Editor (12/08/2003) At the annual Intel analyst meeting, held this year on November 20, 2003, the company talked optimistically of a return to normal industry growth. But not all Intel's businesses are growing at the same rate, and not all geographies are growing at the same rate. The present geographic split of Intel's business revenues has only 30% coming from the Americas, still the company's largest market. The company believes the opportunities for real double-digit growth, though, are in China, India, Russia, Eastern Europe, the Middle East, and Turkey. The company's strategy is to provide standard building blocks, built around Intel silicon, to growing markets such as telecom and enterprise servers. Intel's goal is to move target markets away from "proprietary" solutions and into standardized solutions having increased amounts of Intel silicon content--taking the PC business model into these markets. The real advantage of Intel's strategy is not necessarily product superiority but the transfer of some R&D expenses from the systems vendors to Intel. With its XScale and StrongARM processors, Intel claimed a 45% market share in PDA processor shipments and projects its share will grow to 60% by the end of 2004. Intel believes itself well positioned for big growth in cell phones in 2004 and hopes to get 10 million units in that year. Intel also made a point that it wants to be number one in NPU processors. Even as Intel has been struggling to ship its 90nm products, the company announced a key milestone on the road to 65nm--the first fully functional SRAM chip produced in 65nm. The new process (P1264 in Intel's nomenclature) has a 35nm gate length and uses the same low-k CDO dielectric and strained silicon that 90nm uses. It will support up to eight layers of copper interconnect. The key design element is a 0.57-square-micron six-transistor memory cell. Microprocessor Report subscribers can access the full story here (2 pages): mdronline.com

To: Road Walker who wrote (176450)	1/12/2004 9:48:31 AM
From: Amy J	Respond to of 186894

Hi John, It's truly hard to get excited about the CES show when the show makes the experience embarrassing for 50% of the population: mercurynews.com ( Had the wrong link in my previous post. ) When large hightech consumer companies actually decide to get serious about creating an environment for women, let me know. Because there's an entrepreneur that asked me on Thursday if he could use our communications infrastructure to create a consumer product. ( We won't divert our company's attention to the consumer market, even though I had bumped into some Sony folks that asked me to show our comm stuff to their so-called top brass and get it installed in their headquarters. Nope. I won't enter that market with our stuff. ) I'm not really motivated to help the high-tech consumer industry out as it currently stands. That industry needs to be something better than what it currently is, if it wants to capture more revenue than just from the guys. They need to take a small step in the right direction, by improving the shows, before they expect any women in other sectors to take huge steps to help them out. Thankfully, the communications sector for business is clean and geeky. The only problem is these two markets (biz & consumer) are beginning to merge. Biotech customers are beginning to look better and better. Plus they seem to have more money. Regards, Amy J