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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Cary Salsberg who wrote (4886)	8/13/2002 3:56:11 PM
From: paul_philp	Read Replies (1) of 95572

Cary, I think the future will be programmable systems on chips (PSOC) with embedded INTC processors, TXN DSPs, and RF capability. I agree wholeheartedly about the PSOC. Do you think that Intel can displace Arm in the embedded processor market? Many SoC/ASIC design shops have Arm engrained in the design process. I think it would quite difficult for Intel to package up their design tools and methods. I have a similar question about TXN but there is nobody a entrenched as Arm in the embedded DSP market. Also, isn't it possible that TSMC and UMC would be interested in Xilinx and Altera? It is a nice way for them to play the PLD trend (heads I win, tails I win) plus standardizing on a single PLD platform will improve fab efficiency. Paul

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