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

To: kash johal who wrote (84703)	1/2/2000 10:31:00 PM
From: Elmer	Respond to of 1573211

Re: "I believe that you are essentially missing the point. ARM chips are hardly ever used as std. products. They almost always used as an embedded block within an ASIC. The ARM folks will supply you a VHDL file that customers can modify all the way to a hard physical GDSII block in a given foundrys rules." I see your point. I was thinking embedded x86 applications. I know very little about ARM. EP

To: kash johal who wrote (84703)	1/2/2000 11:54:00 PM
From: Amy J	Read Replies (1) \| Respond to of 1573211

REJ: "Intel has been awfull at supplying custom chips from when Carsten was trying to get into the biz and also their foray into field proframmable logic. Perhaps as Paul believes Intel will succeed in dominating the wireless chip market. I doubt wether AMD or Intel will succeed in this market, IMHO." Kash, I think the market is changing, thus the business can now change to meet this, and new entrants such as Intel can become players in this area. However, your point about customization is indeed a potential issue, especially during early phases of the market. The question is: are we past the bump in the road? Let's hope so. I think we'll know by the end of 2000 (i.e. have a reasonable indicator of the future). Overall, I think Intel made a good decision (to enter this market), even if the risk appears to be on the higher side. Regards, Amy J

To: kash johal who wrote (84703)	1/3/2000 2:53:00 PM
From: Charles R	Respond to of 1573211

<Perhaps as Paul believes Intel will succeed in dominating the wireless chip market.> Paul is turning a blind eye to demonstrated incompetence from the Intel management on the acquisition front. Just catch hold of anyone who knows about communications what is happening to Intel's dream of dominating the networking side with level One acquisition. This follows close on the heels of Chips & Tech story. The wireless acquisition team to be equally clueless. Ericsson/Mot/Nokia are all likely to go vertical on the controller side with ASICs leaving crumbs for Intel's newly formed wireless group - assuming they have a competitive solution - which by itself is questionable. <I doubt wether AMD or Intel will succeed in this market, IMHO.> It has been a while since I visited a wireless customer but my friends in the industry tell me that the next step on the integration roadmap is SRAM+FLASH. Some of the designs are happening now and a lot more are expected to happen in the next few months. Volumes on these designs should kick in late this year and early next year. Intel and AMD seems to be reasonably well set for this class of designs for the next 12-18 months. Further integrations seems to be beyond that time frame. Assuming supply/demand situation remains in reasonable balance, Atmel seems to particularly attractive going forward given that it is much more of a pure play in that segment. Chuck