David,
As long as they have the competition guessing. One line in the
c|Net story bothers me. "The drawback, however, is the price.
Developing and marketing microprocessors from the patents could cost
anywhere from $10 to $100 million. Such a move would also put the
financially shaky company on a collision course with better
funded companies, including Intel."
If SIII is so financially shaky how is it spending $40mil on new patents and whatever they spent on the exponential. The author and those he interviewed are about as informed as some of what I see
posted on this thread: "Clueless in Silicon Valley".
My opinion, FWIW, is that there's going to be a real spanking and we're going to see it in the next 6-18 months. It could even be sooner, as in this age of our global village, it's hard to keep a secret if more than one person is involved.
Last year (Q1 or Q2?), the partnership with Faroudja; Q3, the acquisition of the Exponential patents; this year, the cross-licensing of CRUS patents; AND, SonicVibes is starting to make some noise(sorry) AND we see that Intel wants make some inroads into graphics.....well, I smell a rebellion.
SIII is either going to come out with a real kick-ass graphics product or they are going spread out so that if the graphics industry does need consolidation, they won't care! Could even come up with a whole new product. Ala, George, maybe a time-sequence warp-generator.
Anyway, it looks like some good times ahead.
JP
"Onward",George, and upWARD 3m and 6 5/8
oooooh, I feel a six-pack slurping my way... |
