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To: Kurthend who wrote (232)	4/5/1998 10:25:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 2025

Kurt, WSJ interactive article on National-- Excerpt- "Halla said his expected 266 to 300 megahertz chips will run two to three times faster than comparable Pentium chips from competitor Intel Corp. (INTC) because of their compact nature. Because the chips will include graphics, audio, data compression, modem and print functions, their central processing unit won't be burdened by integrating these tasks, he said." Link-- (requires wsj) interactive.wsj.com!&time=04/05+19:01 Thanks for posting story. I will take another look at NSM. It would take a lot to get me to pull the trigger on National because of their past stock performance. Except from Reuters story "''You will be surrounded by PCs,'' Halla said of machines that could use National's new chips. ''You will get into your car and say e-mail please, you will have a flat panel display on the wall above your bedroom. It could be impossible to predict what will happen by the year 2000.''" Makes me more interested than ever in flash memory. Thanks kindly, irthrifty

To: Kurthend who wrote (232)	4/7/1998 1:30:00 PM
From: Mark Oliver	Read Replies (2) \| Respond to of 2025

You know it's interesting to see the semi's down and see this story about NSM's system on a chip. Systems on a chip have been formulating for a long time, but something has always held them back. Mostly, I guess it's been just too hard to deal with yields when you make the thing too complicated. Still, you can bet that Intel has also got a system on a chip in development and for whatever reason, they've not brought it out. Now, when you see the semiconductor stocks down as they are, it makes you wonder. What will happen to these chip suppliers who will be obsoleted? I know Cypress makes clock chips, SRAM and other pieces. Who will suffer should this project succeed? I would think circuit board makers and assembliers would be hurt? Also, you saw the out cries over Intel getting so much mother board business and how that was killing the differentiation of computers. Well, put it all on a single piece of silicon and what will you have? LSI Logic has been building toward this point as well. It would be interesting to see if Brian Halla and Wilf Corigan decide to bring something together. I wonder what the synergies would be? So, you get the chip set down to one piece. You still have to have storage, memory, keyboards and screens, modems (?), etc. What will you really save? By the time it's availabe in volume, PII's will probably be selling for $100. Regards, Mark