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To: Duane L. Olson who wrote (9015)	1/16/1998 12:55:00 PM
From: Mang Cheng	Respond to of 25814

Really good article on LSI : "Intel may not make short list in set-top deal" By Joe McGarvey January 16, 1998 8:46 AM PST Inter@ctive Week Online Although the first 5 million or so digital set-top boxes to be delivered by Tele-Communications Inc. (TCICP) to cable subscribers will be based on a scaled-down version of Microsoft Corp.'s (MSFT) Windows operating system, chances are slim that Intel Corp. (INTC), Microsoft's longtime partner in the PC world, will supply the processor chips. Speculation on which companies will provide ingredients for the more than 15 million cable set-top boxes that NextLevel Systems Inc. (NLV) will build for cable operators in the next few years has turned to possible chip suppliers, following TCI's announcement last week that Microsoft and Sun Microsystems Inc. will provide software for the first wave of equipment. Although Intel has been rumored as a front-runner for a deal that could be worth hundreds of millions of dollars, at least one analyst said the microprocessor giant will miss out on the first round of contracts. "It's most likely that those boxes won't have 'Intel Inside' written on them," said Will Strauss, an analyst at Forward Concepts, a semiconductor research firm in Tempe, Ariz. Strauss said Intel's line of microprocessors is neither powerful nor inexpensive enough to qualify for consideration as the main source of power and intelligence for the new set-top devices, which are expected to run applications that combine Internet content and television programming, as well as perform traditional tasks, such as decoding massive amounts of digital audio and video. Even Intel's family of Pentium II chips, Strauss said, would have to be fortified with additional processing power to handle video and audio decoding chores. In addition, Strauss estimated that in order for the box to remain in the $250 to $300 price range, the microprocessor can cost set-top makers no more than $25. The low end of the Pentium II family is priced at $268, according to Tom Waldrop, Intel spokesman. Chip suppliers most likely to cash in immediately on the set-top deployment are LSI Logic Corp., Texas Instruments Inc. and VLSI Technology Inc., all of which offer integrated chips that could satisfy the demands of the new digital television boxes, Strauss said. Dick Badler, NextLevel vice president of corporate communications, said a decision regarding chip suppliers will likely be made in a month or so. zdnet.com Mang

To: Duane L. Olson who wrote (9015)	1/16/1998 5:39:00 PM
From: John Dunigan	Read Replies (1) \| Respond to of 25814

Duane, # 1 not sure I agree on your comments on the Asian loans and the note holders, but before i answer I did clean up on my buddies today and by way of celebration I'm into my second martini so no substantive response. As for the hole in one I only asked out of jealousy. My 80 year old father has had 3 and I'm still waiting. But I've had a lot of beer courtesy of others good fortune. John