Tony - Re: "This plays right into Intel's hand, who is the king (gorilla?) of those things. Maybe that's why we're seeing the hand-helds of all kinds turn up with Intel processors?"
Yep - and Intel also has the new designs for these applications - such as a 600 MHz StrongARM that will replace piddling 25 MHz Motorola Dragonball CPUs !!
The potential volume of StrongARM and Cell Phone related CPUs, DSPs (ADI co-design), flash, and big die ITanium & Willamette CPUs calls for a huge wafer fab capacity expansion.
And Intel is adding Wafer Fab Capacity at an unprecedented rate - with BRAND NEW FABS - or major EXPANSIONS - under construction simultaneously in Chandler, AZ, Rio Rancho, NM, Colorado Springs, CO, Hudson, Mass, Leixlip Ireland, and "potentially " Israel.
Who else in the world will be capable of providing 100s of millions Cell Phone CPUs, HandHeld PC CPUs, Flash memory, Server and Desktop and Notebook CPUs and Network Processors?
Paul |
