TMH, you have posed the INTC question of the time. But, as we implement more cable modem and DSL connections, with more full motion video, audio, and voice recognition, CPU power will be required because there is a whole bunch of processing required of the signals once they arrive at your PC.
What is really being dis-integrated from the PC is the storage of data and apps, but the CPU requirements are actually growing. Compared to Word or Excel, the CPU requirements of video, audio and voice are huge.
Also, the power of the servers, telecom equipment, I/O subsystems, etc., mean more and more CPUs with more and more power and specialized ASICS. InfiniBand, for example, lead by INTC, will require a whole new slew of INTC-built ASICS for I/O subsystems.
I would like to hear other opinions. |
