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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (54794)	4/6/1999 12:58:00 PM
From: gbh	Read Replies (2) \| Respond to of 132070

Michael, this is a drastic oversimplification. DSP is not commodity like SRAM, DRAM, FLASH, and even to a certain degree x86 CPU. A DSP chip is essentially a specialized CPU that requires proprietary software to do anything. So once a company like a Nokia, or Ericcson chooses a DSP on which to base their PCS phones, they can't easily switch, because of the software base. Don't expect any glut of DSPs any time soon. The third world build out of a wireless local loop should guarantee this. Add to this almost countless other apps that were previously analog/RF moving to digital, and you kinda get the picture.... Gary

To: Knighty Tin who wrote (54794)	4/6/1999 1:21:00 PM
From: RealMuLan	Read Replies (1) \| Respond to of 132070

Mike: do you remember M. Dell ever complained about high expectations from analysts? techstocks.com Quote: <<Michael Dell, CEO and founder of Dell, insists there is plenty of growth ahead for his company and his industry. Dell cites Europe and South America as two areas where it can expand. The real problem, he says, is the impossibly high expectations of sales growth that analysts have set for his company. "They keep raising them and raising them. And you play that out logically, and at some point they put their guesses so high that they are not really achievable." >>