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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (84555)	12/31/1999 11:57:00 PM
From: Bill Jackson	Read Replies (1) \| Respond to of 1573130

Ted, Modern CDMA is computationally intensive. Thus low power chipsets that run at high speed, like ARM, coupled with flash are a poweful combination. Of course others make high speed low power CPUs and flash is a commodity with scarcity and overabundance cycles, so Intel will not have any kind of lock on that market. They may in fact be forced out of some areas....no margin in the next few years. Bill

To: tejek who wrote (84555)	1/1/2000 1:52:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 1573130

Ted - Re: "Isn't that a bit of an overkill? Combining 'the intelligence' of a cpu with flash in order to run wireless applications....." Absolutely NOT ! Cell phones now contain INDIVIDUAL DSP and CPU controllers, Flash memory circuits and analog RF units. Integration of these functions produces enormous cost reductions - and Intel has the designs and technology to do the integration. Look for Intel to expand its role as a component supplier to the cell phone/wireless market segment. And think of this - when nearly all cell phones contain integrated logic/flash memory components, where will that leave AMD's flash business ? Paul