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To: Stitch who wrote (222)	4/3/1998 8:10:00 AM
From: Kurthend	Respond to of 2025

The following is an excerpt from a letter sent to Bill Gates: biz.yahoo.com >>Over the next few years, you intend to build voice recognition, artificial intelligence, visual recognition and other advanced capabilities into Windows.>> I wonder who (what company) Gates is looking at in terms of voice recognition? Gates is a genius at taking brilliant ideas from others and then either buying out the company/rights or incorporating those ideas into his own business. Kurt PS I think Gates must be part Japanese:)

To: Stitch who wrote (222)	4/5/1998 9:11:00 PM
From: Kurthend	Read Replies (2) \| Respond to of 2025

Stich. I don't know if you follow semis, but here is a follow on bit of information on NSC. I got it on the Yahoo thread and I believe it is from SmartMoney. This sounds positive for NSC and may lead to lower profit margins for INTC: NATIONAL SEMICONDUCTOR (NSM) is expected to unveil on Monday details concerning the roadmap for its forthcoming microprocessors, according to sources close to the company. The announcement could well involve disclosure of the details regarding the chip code-named MXi, a follow-on to National's MediaGX chip that is crucial in the company's plans to compete with Intel's Pentium II line in features and performance. "The MXi is a very important product," for National, says analyst Joseph Moore with Goldman Sachs. Although the exact details of the MXi have been shrouded in mystery for months, chip experts expect that the product will bring improvements in floating point performance and execution of Intel's so-called MMX multimedia instructions that equal what Intel has accomplished thus far. MXi is also supposed to allow National to achieve parity in speed with Intel's high-end Pentium II processors. That's important, because to date, National's products have just barely kept up with Intel's developments. In addition to speed, the MXi is expected to leapfrog Intel's products in 3D graphics through the integration of special extensions to the chip's instruction set. That, say analysts, would give National a head start in designing cheap chips for graphics-intensive applications such as computer games. National's CEO has pinned the company's fortunes on not only sub-$1,000 PCs, but also alternative forms of inexpensive "information access devices," which would presumably require cheaper chips. It's not clear whether any timing information will be contained in Monday's announcement, but most analysts have been expecting that the MXi project will not bear fruit until late this year at the earliest, and more likely 1999. Any indication that the MXi is on a more rapid development schedule could cause earnings estimates for the company for this year to be revised upward.