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Technology Stocks : Wind River going up, up, up!

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To: slacker711 who wrote (8974)12/26/2000 3:24:44 PM
From: lkj  Read Replies (1) of 10309
 
If you look at the handset market, most of the major players have either internal chipset development programs (NEC, Motorola, Toshiba) or have long-term relationships with current suppliers (Nokia, Ericsson). It will be extremely tough for Intel to break into these strangleholds.

Hi Slacker,

This all depends on how well Intel can make chipsets. If it can make them good enough and cheap enough, it will turn handset manufactures into screw driver companies, whether the Nokias and Ericssons want it or not. Does Intel have the ability to turn handset manufacturing into a breeze?

I am inclined to say YES.

It's got FLASH, XScale Core, and DSP (through DSPC and ADI). For RF, Intel can easily afford someone like National, RFMD, or CNXT. Even buying ADI or Motorola is possible.

As for WIND, it must make its OS being able to run on the viable clock rate Xscale first. Does anyone know if WIND is working on this?

Regards,

Khan
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