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

To: Paul Engel who wrote (51629)	3/31/1998 6:48:00 AM
From: James L. Fleckenstein	Read Replies (1) \| Respond to of 186894

CNBC just ran a brief review of INTC's chip for sub-$1000 computers in its "stocks to watch" section. Apparently PC Week or PC world gave it a "slow and expensive" summary compared to other chips. Guess we'll see how many people watch/care what's on the news that early in the morning.

To: Paul Engel who wrote (51629)	3/31/1998 8:24:00 AM
From: cooksbay95	Read Replies (1) \| Respond to of 186894

Paul, In all the time I've followed this thread I don't remember you commenting on DSPs. Is this an opportunity or a threat re- INTC .... ......or neither. Would you comment pls. Latest news from TXN below. Thanks, Cooks. New DSP-Based ADSL Products Available Today from Texas Instruments Make Fast Internet Access a Reality DALLAS, March 30 /PRNewswire/ -- Texas Instruments (NYSE: TXN) (TI) has announced the availability of its asymmetrical digital subscriber line (ADSL) chipset technology designed to offer home and business users high-speed Internet access 100 times the performance of today's analog modem technology. The new products based on TI's industry leading digital signal processor (DSP) core technology will give consumers the flexibility to upgrade their modems to new evolving DSL technologies by simply downloading new software. TI's solution, targeted at service provider equipment, is the industry's first chipset to support multiple lines, a key issue for promoting fast and scalable ADSL deployment. TI has three ADSL products that provide DSP solutions for both ends of the Internet access local loop. The chipsets can execute the fast and extremely complex calculations required for high speed DSL because they are based on TI's industry-leading DSP core technology. TI DSP solutions offer full programmability, a key enabler for evolving with the latest versions of DSL. All chipsets are compliant with American National Standards Institute (ANSI) TI.413 Issue 2 and support up to 8 megabits per second (Mbps) rates for downstream communications and 800 kilobits per second (Kbps) rates at 9,500- foot line lengths for upstream communications. "TI has chosen to focus on ADSL development because it offers a perfect match of DSP performance and programmability capabilities to the needs of a large and growing market, with potential demand for 1.6 billion potential devices," said Bill Eversole, director of marketing for TI's Broadband Access Group. TI's DSP-based ADSL products address both consumer and service provider needs, with a flexible architecture that can promote continued TI market leadership for years to come as standards and DSL technologies evolve." The Right Products for the Right Markets Although ADSL runs over the ordinary telephone lines installed in homes and businesses, it requires a modem on the user's side and access equipment on the service provider's side of the line. TI is addressing the needs of consumers and service providers with its TNETD2000C, TNETD200OR and TNETD2000P chipsets, first discussed in January. Each of the solutions leverages a fully programmable, TMS32OC6x core ADSL transceiver. Supporting two lines per chipset today, TI's ADSL chipset architecture will create products that support more lines in the future, enabling service providers to meet growing market demands efficiently and economically. The chipset's programmable, scalable and extensible features will enable consumers to keep pace with changes in technology simply by downloading software upgrades over the network instead of buying a new modem. TI's programmable DSP technology will give service providers and telecommunications manufacturers the assurance that their equipment will remain standards- compliant and interoperable with complementary equipment for the long term. The new chipset will be moderately priced, allowing consumers to purchase a modem for approximately $200. Interoperability is Essential A key factor for encouraging fast market acceptance of ADSL is assuring interoperability of service provider and consumer products from multiple manufacturers. TI is conducting interoperability testing with Analog Devices, Alcatel, and other ADSL technology vendors. Additionally, TI is a core technology provider to the Universal ADSL Working Group (UAWG), a consortium organized by Microsoft(R), Intel(R), and Compaq(R) to promote interoperability of DSL consumer products. "Interoperability will enable service providers and consumers to choose the best products for their needs in terms of features and price," said Eversole. "It will also avoid the proprietary combinations of service provider and consumer products required by integrated services digital network (ISDN), a factor that substantially hindered its market acceptance." Leveraging TI DSL Technology and Amati Expertise All three ADSL chipsets combine TI's 'c62X core technology, the world's fastest DSP, and precision mixed-signal components with DMT echo cancellation technology from Amati Communications.(1) TI's track record includes #1 market position in DSP, a #1 market position in the analog market, and more than 40 million DSP voiceband modem chipsets sold worldwide. For more information on TI's ADSL chipset, please visit www.ti.com/sc/docs/network/nbuhomex.htm. (1) TI finalized its acquisition of Amati Communications Corporation on February 27, 1998. Amati is now a wholly owned subsidiary of Texas Instruments. The worldwide leader and pioneer in digital signal processing solutions since 1982, Texas Instruments provides innovative DSP and mixed signal/analog technologies to more than 30,000 customers in the computer, wireless communications, networking, Internet, consumer, digital motor control and mass storage markets worldwide. To help customers get to market faster, TI offers easy-to-use development tools and extensive software and hardware support, further complemented by close to 300 third-party DSP solutions providers. Texas Instruments Incorporated is a global semiconductor company and the world's leading designer and supplier of digital signal processing solutions, the engines driving the digitization of electronics. Headquartered in Dallas, Texas, the company's businesses also include materials and controls, educational productivity solutions, and digital imaging. The company has manufacturing or sales operations in more than 25 countries. Texas Instruments is traded on the New York Stock Exchange under the symbol TXN. More information is located on the World Wide Web at ti.com Please refer all reader inquiries to: Texas Instruments Incorporated

To: Paul Engel who wrote (51629)	3/31/1998 9:33:00 AM
From: Dom B.	Read Replies (2) \| Respond to of 186894

Good Mornin' SIR PAUL...looks like the market has a positive response on INTC and the Philippines... OTOH, they may not like the Celeron preview... take care...//dom

To: Paul Engel who wrote (51629)	3/31/1998 10:30:00 AM
From: Burt Masnick	Read Replies (5) \| Respond to of 186894

Paul - AMD price has exploded to the upside lately on rumors of better yields to two minor investment houses (why would yield info come from them and not the major houses?) Also one of the quotes was a little odd. They talk about yields of "up to" 80%. That might have been the result on one wafer or a specially nurtured set of wafers. It is very important for AMD to have good press for the next few weeks because they have to get some financing done. They have a big payment coming up next month on old debt. I am a little sceptical about the yield improvement, but you never know. On another front, the L2 cache is real important in speeding up processor performance. INTEL'S NEW CELERON CHIP, the low-end processor aimed at the sub-$1000 PC market, has failed to live up to even modest expectations in our PC WorldBench testing. In this exclusive report from our upcoming May issue, a 266-MHz Celeron test system performed significantly poorer on business applications than similarly configured systems from AMD and Cyrix. In fact, the 266-MHz Celeron system just barely kept pace with a Pentium MMX-200. Has Intel made a major misstep in its low-end chip strategy? My guess is that Intel is rushing to add some L2 cache to celeron as fast a possible. They still may get decent sales, but it doesn't help to get a performance black eye when they need to maintain an image of excellence to justify the Intel Inside campaign. Never happy to see negative news for Intel, but this might be a rough quarter for INTC. We'll know more after the cc. Best regards, Burt

To: Paul Engel who wrote (51629)	3/31/1998 12:04:00 PM
From: Tunica Albuginea	Respond to of 186894

Paul and all, THE ANALYST DECODER, from " The Globe and Mail ": I thought this would make interesting reading today, TA ***************************************************************** theglobeandmail.com The analyst decoder Imagine an investment world where there are only "buys" and "sells." Not sort of buys, or kind of sells, or sell soons, or think about buyings, or lighten up because trouble is brewings, or get on board before this thing lifts off the launch pads -- just plain, old, garden-variety buy and sell recommendations for stocks. It'll never happen. Not in a world of accumulate, underperform, swaps and trading buys, a morass of fuzzy categories that take a steady compass for investors to navigate successfully. The rating system is a secret language that investment professionals usually understand, but can be Greek to the guy in the street. Here's a quick guide to some of the typical rankings: Strong buy: Love it, buy it, strap on your seat belt, this rocket's going to the moon. Unless we're wrong, in which case the next stop may be a hold. Buy: We like it, you might want to buy it, but it's not a real crank turner. Think of it as a strong buy light. It may have been a strong buy once, but the stock has rallied so there's less upside. Accumulate: Better than a hold, but not a buy. So rather than simply going out and buying it, you might want to accumulate the stock. Clear? Accumulate's evil twin is the reduce rating, which isn't an outright sell, but rather a suggestion that investors who own the stock reduce their holdings. Got it? Hold: The hold or neutral category is the market's version of purgatory, a nether world between buy and sell. It's a place where turnaround stories on the road to accumulate or buy mingle briefly with the falling angels that are booked on the next train to underperform or, God forbid, sell. An investor needs to know where the stock has been to define the true significance of a hold. It may just mean that a really good stock has gotten ahead of itself, or a mediocre stock has been beaten down to a level where there's little danger of more downside. Or if a stock is bouncing around all over the place, it's a place for analysts to park the stock so they don't look like dorks by flip-flopping between ratings every couple of weeks. Or a hold rating could simply be a polite pause on the way to something worse -- or better. All of this raises the question: If a brokerage has a hold on one stock and a buy on another, why wouldn't you just sell the hold and buy the buy, in which case, isn't a hold really a sell? Just wondering. Reduce : See evil twin accumulate above. Sell : Means sell. Really. Given the incredible reluctance of analysts to utter the dreaded s-word, this is a rating that should be taken fairly seriously. It rarely means just that a stock has gotten overpriced. More often it's an indication of fundamental problems. TA