Message-ID: <16781903.1075840329972.JavaMail.evans@thyme> Date: Thu, 24 Jan 2002 14:23:30 -0800 (PST) From: young@investorplace.com To: don.baughman@enron.com Subject: Why Larry Ellison is tearing his hair out... Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: "Dick Young@InvestorPlace.com"@ENRON X-To: Baughman Jr., Don X-cc: X-bcc: X-Folder: \ExMerge - Baughman Jr., Don\Deleted Items X-Origin: BAUGHMAN-D X-FileName: don baughman 6-25-02.PST Dear Investor, Thanks to "Siggy," this tech Blue Chip ROSE 29% in 2001. And it's taking new territory so aggressively that Oracle's Larry Ellison is tearing his hair out. 29% GAINS! That's an amazing number when you consider two points: 1. This isn't some small-fry bucking the trend because of some lucky break. 2. It's one of the BIG BOYS of technology, having a good year when virtually every other big boy from Cisco to Oracle to Intel has suffered badly. CAN YOU IMAGINE how well this stock will do when the economy and sentiment turns! Siggy is HOT. And it's going to make us a ton of money in the months and years ahead--say, 50% in 6 months and a small fortune after that. But what is this "Siggy thing," you might ask. It's a transistor, SiGe (nicknamed Siggy) more than 100-times faster than Intel's screaming Pentium 4--made by the same company that first discovered that silicon germanium could soup up chip performance. This technology is new--introduced for the first time in 1999. But it's taking the entire industry by storm. Worldwide sales were a few million dollars in 1999, but projections make this at least a $2 billion product in less than 5 years! Here's the short story. First you plop a 200-atom thick layer of silicon germanium on an old garden-variety silicon chip. Then you redesign the vertical bipolar transistor for increased efficiency. And bingo, you're the proud parent of the world's fastest silicon transistor. HOW FAST IS IT? It turns on and off over 200 billion times a second! Running Siggy against a Pentium is like running a Ducati 996R superbike against a Vespa scooter! What does this speed mean? Here's one example. Souped-up silicon chips delivering mega amounts of data to homes is a wireless dream about to come true. There's no need to run expensive cables. The LAST-MILE barrier to broadband is hurdled without wires! But there's a LOT MORE to Siggy's story than just that. Nothing--and I mean nothing--up to now has come close to Siggy's performance and versatility. As I've already said, it's blazing fast--a critical factor in high-speed communications. Yet it draws incredibly little power at the same time--a boon that is finally making the next generation of wireless technologies possible. What's more, this chip creates exceptionally little background "noise," making it ideal for applications that depend on high sensitivity. So how is this technology being used--and who's using it? Siggy's MOST IMPORTANT application is in all facets of high-speed communications. If you knew what you were looking for, you'd find this chip in Internet appliances, cell phones, storage modules, base stations, broadband networks, wireless on-site networks and more. Virtually everywhere that HIGH- SPEED communications makes its mark. Both analog and digital, as well. Time Domain Corp.--#1 globally in Ultra Wideband wireless technology uses Siggy to power its performance and profits. Companies like Vitesse and Sierra Monolithics find Siggy a crucial component in the high-end equipment that makes fiber optic communications possible. Alcatel is big on Siggy for being key to affordable high-performance networks. The list goes on and on. It seems that barely a day goes by that Siggy's corporate parent doesn't announce new accolades--and big new contracts--for its offspring. THAT'S PRETTY NEAT when you consider this company's background. As I mentioned earlier, it's huge and incredibly profitable. In fact, right now this firm has Larry Ellison tearing his hair out, as it overtakes Oracle on its own database turf. But up until a few years ago, this company didn't even make chips for "outside consumption." Of course, when you've got hot technologies--and Siggy is just one of many--why not take advantage. Today, this firm does about $3 billion in annual chip sales--and we're not talking those run-of-the-mill chips that everyone from California to Taiwan knows how to make. This outfit specializes in custom-built, high-end models like Siggy, where they have a technological edge--and FAT profit margins. WANT TO LEARN MORE? Want the name of Siggy's parent?. Want to own a tech stock that's actually making folks richer this year--one that can make you richer NOW and for years to come? Then try my INTELLIGENCE REPORT advisory RISK-FREE. As soon as you sign up, I'll finish the story...hand you the name immediately online...and get you several Profit Bulletins that explain even many more ways to make money RIGHT NOW. You can try INTELLIGENCE REPORT risk-free for six full months. That's how long you have to make up your own mind about what I bring to the table. Don't like it, don't like me, just say so anytime in the first six months and your subscription costs you NOTHING. To try my service RISK-FREE, click here now: http://www.ppi-orders.com/index.htm?promo_code=0ZX193 Sincerely, Dick Young, editor INTELLIGENCE REPORT P.S. Check out my advisory--you'll like it. You'll find we invest in an interesting--and profitable--mix of names from a wide range of industries. Siggy is one neat story--and one great way to build your fortune. But I've got plenty more where that came from. So try INTELLIGENCE REPORT risk-free. Click here now: http://www.ppi-orders.com/index.htm?promo_code=0ZX193 ------------------------------------------------------ ACCOUNT MANAGEMENT We hope this free digest of investing advice is valuable to you. If you'd like to change your e-mail address (DON.BAUGHMAN@ENRON.COM), or unsubscribe, please do so by going to the following address: http://www.investorplace.com/unsubscribe.php Your name will be removed from our list within 7-10 working days. ------------------------------------------------------ Thursday Jan 24, 2002 17:23:29