Shane, I worked in the past for MOT so maybe I am a little biased. By being familiar with many of MOT chips and their history of integrating older chip generations into new ones, I bet on MOT success.
Furthermore, MOT recent move, points to a market trend, after others made it in a succesfull way, which IMHO will squize the smaller manufacturers such as LSI and VLSI.
It will not come overnight but those companies just have another powerfull competitor to deal with in a quite squized market.
Motorola hopes a system-chip strategy will prove as potent as it has
for rival SGS-Thomson Microelectronics. By focusing on
customized designs, the French-Italian chipmaker's revenues
jumped 16% last year, despite a 9% dip in the world market. ''The
first critical success factor'' in system chips is a wide range of
technologies, says Jean-Philippe Dauvin, a vice-president at
SGS-Thomson.
and not to mention Toshiba, Hitachi, NEC, Siemens and Philips or others eying this market.
The semi industry looks more like the automotive industry before the great mergers.
BWDIK
Haim |
