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Technology Stocks : Logpoint Technologies (LGPT) -- Ignore unavailable to you. Want to Upgrade?


To: Dolfan who wrote (391)10/19/1998 9:58:00 PM
From: E Wilson  Respond to of 698
 
Thanks for the info Mark. I do know a coworker that is planning to attend the show and will ask to see if he can drop by booth #4408 for a look-see. This should be another great opportunity for LGPT to communicate their technology to the important people in the industry.

TBowden, thanks for posting. It's a good question: How much would a company be willing to pay to acquire LGPT's technology. Ultimately, we will just have to be patient and wait. However, in my humble opinion, if LGPT's claims of dramatically improved floating-point performance with substantially reduced silicon area are true, and in light of the industry's recent emphasis on high-speed fp capability, low-cost and embedded systems, you could summarize that LGPT's technology is worth hundreds of millions in the short to mid term, and possibly billions in the long term.

Why? What would a company do once acquiring such a technology? A floating-point coprocessor is a substantial part of the microprocessor chip and becoming more substantial with time due to fledgling technologies such as 3D graphics. By implementing a coprocessor core based on LGPT's technology, a company could design and produce a processor chip with faster floating-point speeds than anyone on the market with fewer transistors, lower power and lower cost. This, in turn, would result in a significant advantage in a highly competitive market.

Once the company has used LGPT technology over, say, two or three generations of processors and gained market share, the acquiring company may choose to license the IP to competitors, customers, sub-contractors, etc. much like LGPT is working to do now. This would result in significant added revenue from the technology (companies such as Texas Instruments attribute large percentages of there annual revenue to licensed technology).

Like I say, this is only my opinion and purely speculation at this point, but one that seems quite possible. Does anyone have any comments or anything to add?

Sincerly,

E Wilson
Electronics Hardware Engineer



To: Dolfan who wrote (391)10/20/1998 12:07:00 PM
From: E Wilson  Read Replies (1) | Respond to of 698
 
Article discussing mounting competition in the processor world. I wonder how National is improving the fp performance of their MXi chip?

Intel feeling the heat

National Semi, IBM forging alternative chip paths for users

By Lisa DiCarlo, PC Week Online
September 7, 1998

Competitors both large and small, in desktops and servers, are putting increasing pressure on Intel Corp. with alternative processor plans.

In addition to Advanced Micro Devices Inc., Intel's longtime rival in
mainstream desktop processors, National Semiconductor Corp. and
IBM Microelectronics are renewing efforts to give corporate users new
chips to consider.

National Semi, for example, is developing a range of integrated
processors for entry-level PCs, thin clients, single-function devices and portables.

The Santa Clara, Calif., company's plan, according to officials, is to
replace its existing MII processor, developed by its Cyrix Corp.
subsidiary, with the MXi for sub-$1,500 PCs. That platform promises
to have better floating-point performance, resolving a long-standing issue with Cyrix processors.

National Semi will also attempt to reach several customer segments with the PC-on-a-chip line, the first of which is due in the first half of 1999. Different versions will target set-top boxes, embedded applications and other non-PC devices.

National Semi's forthcoming MediaGX processors will be used in
Windows-based terminals from Wyse Technology Inc. and Boundless
Technologies Inc. In fact, National Semi is migrating a large chunk of its own users to thin clients that will eventually be based on its own
microprocessor technology.

"We're interested in price/performance, so we buy [some]
non-Intel-based PCs," said Harold Siewert, IS director at Pacific Health Corp., in Long Beach, Calif., which has about 1,000 users. "Loyalty [to Intel] can't run our applications cheaper or faster."

In addition, National Semi, with its Cyrix subsidiary, which is based in Richardson, Texas, is dissolving its manufacturing and licensing
partnership with IBM Microelectronics, which will stop selling its version of the Cyrix 6x86MX.

Instead, IBM is planning to develop its own X86-compatible
"system-on-a-chip" processors, possibly based on cores from Shenzhen
STS Microelectronics, located in Shenzhen, China, sources said.

IBM may announce its strategy in the fourth quarter. The Somers, N.Y.,
company will leverage process advancements in transistors and
interconnects, such as copper and silicon-on-insulator, to push the
performance envelope.

"It's not just an Intel market anymore," said Linley Gwennap, editorial director of The Microprocessor Report, in Sebastopol, Calif.

Intel competition mounting

IBM

- Building integrated X86 processors for entry-level desktops and other devices
- Building copper-based PowerPC for high-end and embedded applications

AMD

- Developing K7, due in 1999, that has the 21264 Alpha bus
- May license Alpha from Compaq Computer Corp. and release own branded 64-bit Alpha chip

Sun Microelectronics

- Offers 64-bit processors for high-end servers, uniprocessor systems and embedded apps

National Semiconductor

- Developing system-on-a-chip for entry-level desktops and thin clients
- Working on third-generation MediaGX chips

Rise and IDT

- Small companies, each building X86 chips for low-end desktops