Amy,
Re:"
Message #84717 from Amy J at Jan 2 2000 11:54PM
REJ: "Intel has been awfull at supplying custom chips from when Carsten was trying to get into the biz and also their foray into field proframmable logic. Perhaps as Paul believes Intel will succeed in dominating the wireless chip market. I doubt wether AMD or Intel will succeed in this market, IMHO."
Kash,
I think the market is changing, thus the business can now change to meet this, and new entrants such as Intel can become players in this area.
However, your point about customization is indeed a potential issue, especially during early phases of the market. The question is: are we past the bump in the road? Let's hope so. I think we'll know by the end of 2000 (i.e. have a reasonable indicator of the future). Overall, I think Intel made a good decision (to enter this market), even if the risk appears to be on the higher side. "
Well maybe.
I do beleieve that INTEL MUST diversify into additional product areas.
But their excellent overall strategy is FLAWED IMHO.
They are trying to buy tier 2/3 suppliers and expect them to become dominant in a few years.
IMHO, if they were serious about hosting BUY EXODUS.
IMHO, if they are serious about DSP BUY ADI.
IMHO, if they are serious about GRAPHICS BUY S3/NVIDIA NOT C&T.
IMHO, if they are serious about CUSTOMIZED solutions BUY LSI or VLSI(before phillips picked them up).
Their overall strategy has made sense to me, the execution details have not.
regards,
Kash
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