DS, >>>RE: PMCS, BRCM, etc. I don't see the internet as a "craze", as you put it. The
e-commerce stocks are a craze, but the internet infrastructure stocks are the real
thing, imo.<<<
You're right, I didn't put that right, the internet is not a craze. I meant the e-commerce stocks are the craze, as you say. What I also was questioning is, are some companies' stocks flying overly high because they sell chips that have to do with the internet, like BRCM and PMCS, who "merely" provide chips for telecom hardware. Specifically, the IP is a lot less valuable, cost to enter cheaper, etc. for competitors to get into making chips that happen to reside in switches, routers, hubs, etc., than it is for someone to challenge a Cisco or a Sun Micro.
If I'm wrong, and the internet, telecom chip market is as valuable as BRCM and PMCS stocks might imply, Intel ought to go after it big time major with Level 1. Of course, the FTC will be here again watching what Intel does. Back to Level 1, Intel ought to "help them" with project, schedule and yield management, as Jeff Fox said, if for no other reason than to participate more in a hot chip market, and help justify Intel's fastest CPUs by making the pipeline faster.
Tony |
