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To: Barry Grossman who wrote (68961)11/22/1998 7:23:00 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Barry & Intel Investors - Merced PCB Design Tools are Becoming Available.

Cadence is making available CAD Design Software tools specifically for Merced PCB design.

The Merced ascension is slowly building.

Paul

{============================}
techweb.com

November 23, 1998, Issue: 1036
Section: Design Automation

Cadence tailors a PCB design kit for 64-bit Merced
Michael Santarini

San Jose, Calif. - Cadence Design Systems Inc. has rolled out a
SpecctraQuest PCB design kit and methodology optimized for Intel Corp.'s
64-bit Merced processor, which is expected in sample volume in 1999 and
production volume in mid-2000.

A processor-specific methodology and design kit represents a new direction
for Cadence's pc-board systems division. The move is driven by customer
demands for system solutions that deal with the complexity and speed of
next-generation processors, said Keith Felton, product marketing director for
high-speed system-design solutions.

"This new architecture from Intel we see as the start of a watershed, where the
changes in silicon technologies are so great that traditional [design]
methodologies don't work anymore," said Felton. "You can't print rules and
design guides on a booklet anymore-you need intelligent electronic data to
drive the downstream design process."

First in series

The kit and methodology for Merced are the first in a series. Felton said that
Cadence is already involved with Intel on developing processor-specific kits
for the rest of Intel's IA-64 family, of which Merced is the first.

Felton said the methodology will reduce the time it takes to design
Merced-based systems by providing users with the tools they need to
architect, explore, design and verify the system.

Where traditional design kits are usually a set of independent simulation
models developed for ASICs, this kit represents a new approach, Felton said.
"We have actually put together a complete portfolio of models, topologies,
bus definitions and timing information and wrapped it all up in the
SpecctraQuest environment." As a result, he said, "You can design from the
conceptual level-where you plug the processor and chip set together-and take
that conceptual-level design all the way through to a completed circuit board."

The design kit includes a verified signal-integrity I/O model for the processor
and its supporting chip set, interconnect topology templates that are normally
supplied as a design guide, and a packaged processor model that includes
ground-bounce data.

'Powerful beast'

"With Merced, you have to look at things like ground bounce," Felton said.
"It's a powerful beast that consumes a fair amount of current. You have to
ensure in your design that you adequately supply current to the processor so
you don't get a huge drop in the voltage differentials in the power plane."

Felton said Cadence developed the kit at the request of customers. "When it
comes to this processor, which is very complex and runs extremely fast, Intel's
partners said 'we can't do this the old way and expect to get products to
market meeting our time lines.' " Felton said the partners and Cadence
convinced Intel to share data under non-disclosure agreements so that
Cadence could develop the kit. Intel then reviewed it for accuracy.

According to Felton, Intel will offer the development kit free to its Merced
partners. Since the kit runs only with SpecctraQuest, Cadence expects to sell
more copies of that tool to the 20-odd Merced partners.

He said Cadence does not have an exclusive deal to develop kits for Intel,
and he expects more EDA companies will follow suit in the coming months.

Copyright ® 1998 CMP Media Inc.



To: Barry Grossman who wrote (68961)11/22/1998 7:30:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Barry and Intel Investors - Re: "The K7 microarchitecture, disclosed at the Microprocessor Forum in October, appears to be as good as, or better than, anything Intel will offer in 1999. "

Michael Slater of MDR opens his big mouth again.

His track record is worse that William Fleckenstein.

techweb.com

"AMD going great guns Michael Slater"

Paul



To: Barry Grossman who wrote (68961)11/25/1998 12:34:00 AM
From: greenspirit  Respond to of 186894
 
Barry, Article...Comdex quietly revises the future PC...

November 24, 1998

Network World : Las Vegas -- It's as if the vendors and attendees at Comdex this week really didn't listen to what Microsoft Chairman Bill Gates had to say. Or perhaps he didn't really listen, either.

At the opening keynote, last Sunday, Gates confidently predicted that the "PC model will prove itself once again." Paradoxically he added, "The PC is not standing still anyway. The PC will go far beyond what any systems have been able to do in the past."

Not far away an array of vendors were putting the final touches on booths designed to showcase a whole new generation of wireless "c omputers" that owe little to the Wintel model on which Microsoft is based. Some of these devices -- intelligent pagers, Web phones, hand-held and palm-sized computers and cable TV set top boxes -- may run a version of Windows CE (which in fact isn't Windows but i s a compact operating system that supports the Win32 APIs). However, they don't have to, as the success of Palm Computing's Palm Pil ot has shown.

Increasingly, these devices look less like Windows PCs than a new breed of network client- simple, special purpose devices that acce ss the user's data, applications and services on networked servers.

Indeed, Gates spent much of his speech acknowledging a range of what he calls, PC "pitfalls". One pitfall is poor screen and font qu ality. "I don't even read long articles off the screen," he confessed. This causes one to wonder about the future, not to mention t he value, of Microsoft's online magazine "Slate". Other pesky problems are confusing file names, command and error messages, the PC' s notorious and so far intractable complexity, and inadequate protection of privacy. He promised listeners that all of these things would be fixed.

He demonstrated one fix; a Microsoft technology called ClearType. It can raise the resolution of text displayed on the screen by 300 %, making it significantly easier to read text on-line.

Gates and an assistant then demonstrated some new features of the upcoming Microsoft Office 2000, which will have a "self repairing" capability for applications. For instance, if Microsoft Word is deleted accidentally, the application will restore itself automatic ally when a user tries to launch a Word.

Several audience members, though impressed with the Office 2000 features, were wary that the new capabilities would make the operati ng system even tougher to use.

"It seems like you're going to have to put even more effort into learning how to use it. There's so many features in there now, I fe el like I'll have to take a course to learn how to use it," said Will James, software application instructor from San Pedro, Calif.

"If we don't see significant breakthroughs in the next year and a half, I think people are just going to lose patience with the PC," said on attendee, who asked not be named, but said he was an entrepreneur in the health-care industry and a long-time Gates watcher .

A growing number of vendors seem to believe something similar.

Executives with Philips Electronics NV outlined strategy and gave advance demonstrations of new and upcoming peripherals, including a home networking system for consumers and thin-client products aimed at corporate users.

Persuading prospective U.S. customers that they can handle having new technologies in their homes will be key to the company's appro ach. Philips' surveys found that "people are scared to buy a lot of this technology " said Ed Volkwein, executive vice president of g lobal brand management in the U.S.

Besides consumer products and technologies, Philips also showed products for corporate users, including the new NetDisplay line of t hin-client devices, which include a 15.1-inch flat panel LCD color display with a built-in processor and video core.

NetDisplay uses the Windows CE operating system, but enables full Windows NT workspace functions on a thin client. NetDisplay 151N, the first product in the line, also supports standard Unix, Digital and IBM emulators.

The 151N has a MIPS R5000 core with a 166MHz processor. Minimum memory is 4M bytes of flash and 4M bytes of RAM. The network interfa ce is compatible with 10/100Base T Ethernet networks.

The thin-client line will be out in North America and Europe in February of next year for $1,299. Philips officials said that they e xpect the line to be popular with financial institutions and other industries that have transaction-based applications.

Mobile turns hot

Mobile communications systems and home networking are among the hottest technologies at Comdex this year, practically turning the tr aditional IT show into a consumer event, a group of analysts said during a show preview panel.

However, the focus on mobile also shows that the line between consumer and business products is an increasingly fine one.

At first glance Comdex attendees will notice new flat panel technology, particularly in the Hitachi VisionDesk 1330, and the Sharp A ctius notebook which features transflective technology giving it the best screen of any portable computer, said Tim Bajarin, preside nt of Creative Strategies Consulting in San Jose, Calif.

Other portable devices of note at the show were the Vadem Clio tablet, a full Windows CE-device selling for less than $1,000 that of fers a keyboard or pen to navigate when connected to the Internet, and the Cyrix WebPad, a wireless Internet access appliance, Bajar in said.

Cheryl Currid, president of Currid & Co. in Houston, highlighted some small, wearable devices, such as a transceiver device from Hew lett-Packard that allows a user to scan in information and beam it into a PC, personal digital assistant or phone through an infrare d port. At $699 it's a " little pricey, but if you've got the need, when you think of the steps you can save you can probably justify it," she said.

Nokia also showed some items of interest, including a device that enables a user to send scanned information as a fax or e-mail or l og onto the Internet, Currid said. Meanwhile, Motorola showed a phone with a two-way pager and a mini-phone that lets the user liste n and talk through an "earphone," she said. Loral Space & Communications is showing global positioning devices that hook onto regula r computers or handheld devices, she added.

WebGear, a San Jose, Calif., wireless technology vendor unveiled one of the first wireless LANs for thin clients. WebGear also annou nced a merger with ClienTech to create a family of thin-client devices.

Project BlueTooth, by a consortium of larger companies including Toshiba, Intel and Microsoft, plans to introduce similar technology by late 1999 or early 2000, but WebGear's product will be available by next March.

At first, WebGear's product will use Citrix Systems Independent Computing Architecture protocol for access over a wireless or 10Base -T connection to a server. It will have a range of about 125 feet and a data-transfer rate of 1M bit/sec.

By next June, WebGear plans to release thin clients that use 2.4-GHz radio frequency, for a range of 300 feet to 600 feet and a data -transfer rate of 2M bit/sec to 5M bit/sec. The clients themselves will be either a keyboard device or a notebook-size device.
______________________________________________________________________

Michael



To: Barry Grossman who wrote (68961)11/25/1998 3:21:00 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 186894
 
Barry G. and Ibexx:

No, I didn't short Intel. I got in at 69, and out at 86, and then watched unbelieving as the stock promptly broke above long-term resistance, just after I sold. I made a bunch of money quickly, and could have made a lot more if I'd held on a couple more months.

I took the money, and bought AMAT longest-term leaps (tripled in value so far), and hedged with a lot of (now nearly worthless) NVLS march puts. I'm also holding a lot of cash, because I can't find anything to buy. I'll sell the puts soon, for the tax loss (wipes out about half my short-term cap gains for the year). Then I'll have to decide whether to hedge my overvalued long-term positions with higher-strike-price intc,mu,nvls, or ibm puts. I'm glad I bought puts instead of shorting; at least, with puts, there is only so much you can lose. :(

I've got whiplash, trying to follow these stocks this year. I try to follow a Growth-At-A-Reasonable-Price investing strategy, and I've noticed a consistent pattern: I do a good job picking entry points, but a lousy job picking exit points. I sell when the stock is at the upper end of its trading range, or has had a huge runup, or I calculate it's overvalued (by comparing trailing PE to expected growth rate). I've done a lot more trading than I intended to, because my stocks have hit my sell points a lot quicker than I expected. Then, the momentum investors who I sell to, ride the stock up to levels I consider absurd. I bought AMZN at 18, sold at 56, because I thought the next 5 years of growth was already in the stock. The investors I sold to have done quite well.

As I see it, I have 3 choices:

1. continue doing what I'm doing. I'm making excellent returns. The fact that the market is willing to price many stocks (especially big-cap growth stocks) far above their intrinsic value, doesn't mean I should hold them. Sooner or later, Mr. Market is going to stop paying a PE of 40 for stocks with a growth rate of 15%.

2. Stop selling. Do what I've shown I can do well (picking stocks and entry points). Then, just put them away and forget about them until retirement. Maybe read the quarterly reports, just to make sure they are still growth stocks. Ignore the stock price. I've spent a lot of time, this year, agonizing over whether I should sell various stocks. I would have done better, had a more diversified portfolio, paid a lot fewer taxes, and worried less, if I hadn't sold anything all year.

3. Join the herd and become a momentum investor. Forget about fundamentals. Buy stocks after their PE has gone from 20 to 40, and ride them up to 60. That seems to be the way to make money in today's market. If I had a gambler's temperment, I'd do this.

I'm trying to decide between options 1 and 2.