Death of the PC-CENTRIC era idc.com
SNIP<<Chip and peripheral suppliers. AMD and Cyrix face the same issues that Intel faces: to play or not to play in the appliance market and to develop a product line that can win appliance design-ins. For other suppliers of logic chips (e.g., National Semi, TI, MIPS, and Hitachi), the appliance business presents a breath of fresh air, a market in which Intel's PC dominance does not give it much (or perhaps any) advantage. In fact, Intel may be disadvantaged. For suppliers of memory chips, the appliances business should be a boon; given network latency, it's a good bet that even the "thinnest" appliances will require large amounts of RAM. Likewise, these devices will create large new market opportunities for suppliers of modems, hard drives, displays, and printers. >> snip
Greg |
