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To: Paul Engel who wrote (75992)3/10/1999 3:42:00 AM
From: Paul Engel  Read Replies (5) | Respond to of 186894
 
Intel Investors - Our New "Baby" Level One begins sampling an 8 Port Physical Layer Ethernet Transceiver chip.

I suppose we should keep an eye on this development.

For those not familiar with these chips, NSM used to make simpler versions of them. Level One and Broadcom knocked HallaPeno upside the head with their new multi-port chips.

Now, Intel can squeeze NSM/Hallapeno with CPUs and Level One can squeeze NSM/Hallapeno with these new chips !

Paul
{============================}
Level One samples 8-port PHY chips

By Mark LaPedus, EE Times Mar 9, 1999 (1:56 PM) URL: eetimes.com

SACRAMENTO, Calif. β€” Following last week's blockbuster announcement of its planned acquisition by Intel Corp., Level One Communications Inc. today will raise the stakes in the physical-layer (PHY) IC market by sampling a family of six- and eight-port devices used in Fast Ethernet networks. Level One, which is to be acquired by Intel for about $2.2 billion in stock, is just the second company to announce six- and eight-port PHY ICs, the company said.

Broadcom Corp. recently announced a six-port PHY IC, while Seeq Technology Inc. rolled out an octal PHY chip. Two weeks ago, LSI Logic Corp. announced plans to acquire Seeq.

Level One (Sacramento, Calif.), which has previously supplied single- and quad-port PHY ICs, is rolling out six- and eight-port parts that are also based on the company's Optimal Signal Processing (OSP) technology. These chips are low-power solutions that reduce cost in LAN/WAN equipment, the company said.

β€œIn 1998, we shipped approximately 30 million 10/100 Ethernet transceiver ports, capturing around 55 percent of the market for switch and repeater designs,” said David McKinnon, vice president of Level One's Networking Business Unit.

Level One's new 3.3-V chips support both half- and full-duplex operation in 10/100-Mbit/second networks. Each device is also equipped with a 2.5-V interface option for ASIC/ASSP MAC compatibility.

The new PHY chips are packaged in standard 208-pin PQFPs. The parts are available now in sample quantities to alpha customers, with production scheduled for the second quarter of 1999.



To: Paul Engel who wrote (75992)3/10/1999 5:55:00 AM
From: Duker  Read Replies (1) | Respond to of 186894
 
I think CNBC is talking INTC down so GE will get a better price when the make a bid for the company. <g>

Though, GE does only want to be number one or two in all the markets they serve ... perhaps they could buy the number two ... they'll have to shell out fewer shares!

--Duker

Not feeling particularly serious during what has consistently been the absolute worst time for any rationality in TechLand ... Calendar First Quarter during Pre-Annoucement time ...



To: Paul Engel who wrote (75992)3/10/1999 8:36:00 AM
From: GVTucker  Read Replies (1) | Respond to of 186894
 
Paul, RE: David Tice

What I find most notable about this guy is that back in the market depths of last October, when I heard him at a conference discussing his ideas, he stated that he was down a little for the year. I was absolutely amazed that he could be a short seller and lose money at that time of the year.

If he was losing money then, he's never going to make money shorting stocks.