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

To: kash johal who wrote (84708)	1/2/2000 11:40:00 PM
From: Paul Engel	Respond to of 1573311

Kash - Re: "Intels acquisition history has been exceptionally poor - its attempts to dominate the graphics market have been very poor, and the Chips and Tech acquisition has clearly been a bust." Correct - major fck up on Intel's part. Re: " It purchased the server chip sets guys (corrolory???) and have lost tons of design wins to reliance. " Wrong. Reliance offers no 8-way SMP chip sets - just 2 and 4. Intel's 8-way set - from the Corollary acquisition - is THE DOMINANT chip set in x86 SMP servers. Re: "Intel is indeed trying to put the pieces together for this exploding market but it is NO prescence in the wirless hand held area except in commodity flash. Intels DSP group so far has been a non-starter in this area. " In the terms of the AMDroids - look at how much POTENTIAL Intel has in these markets* ! Paul

To: kash johal who wrote (84708)	1/2/2000 11:47:00 PM
From: Amy J	Read Replies (1) \| Respond to of 1573311

Kash, RE: "Intels acquisition has been exceptionally poor" Not true. Also, the comment appears to exclude an examination of the entire spectrum of acqns. Unrelated, as an fyi, the person who heads up Intel's investments (third best performing in USA) also heads up acquisitions. "- its attempts to dominate the graphics market have been very poor, and the Chips and Tech acquisition has been a bust" Agreed, from the standpoint of a separate, standalone graphics; also, agreed from the standpoint of price. Possibly not agreed from the perspective of a combined solution. I suspect Intel is more interested in combined, than standalone. Standalone value is visible, combined is not, which can make an assessment more difficult. However, the bottom-line is, aside from possibly Chips, Intel has been successful. Regards, Amy J

To: kash johal who wrote (84708)	1/3/2000 4:01:00 AM
From: Process Boy	Respond to of 1573311

kash - <Intel is indeed trying to put the pieces together for this exploding market but it is NO prescence in the wirless hand held area except in commodity flash. Intels DSP group so far has been a non-starter in this area.> I am anticipating more articulation from the Executive Suite w.r.t. how Intel intends to participate in wireless and broadband markets, as I am convinced that aggressively pursuing opportunities in these markets is very high on the agenda, although I confess that am fuzzy on the details. <Now if Intel had purchased ADI or LSI they might have something they can bring to the party in the near term.> Not long ago, I would have considered this type of acquisition (semico with significant manufacturing assets) an impossibility due to various intangibles. However, with F17, formerly the Digital fab in Hudson, MA., and the StrongARM line, successfully integrated in to the company, I could see this type of arrangement as within the realm of possibility, although my gut still tells me its probably unlikely. <Craig Barret has purchased a number of tier 2/3 outfits and also diwurstified into Internet hosting - it may be a great strategy - but the jury is definately out> Agreed. May be great; jury still out. Nascent efforts. <They seem to think that buying a tier 2/3 supplier and adding Intels brand will ensure success against tier 1 folks like MOT,IBM,LSI,TXN,ADI, LU etc etc. I don't know if this is an accurate depiction of how Intel views its strategy or not. I also wonder if there is any significant pieces of the puzzle that Intel has yet to disclose w.r.t. their business plan in these areas. Disclaimer: These businesses are significantly outside my area of expertise. I have a loose resolution to better understand the fundamentals of these businesses. Posts such as yours help me in this regard. PB

To: kash johal who wrote (84708)	1/3/2000 7:30:00 AM
From: Process Boy	Respond to of 1573311

kash - <Intels DSP group so far has been a non-starter in this area.> It occurs to me that "Intel's DSP group", if you are referring to the DSP Communications acquisition, has only been finalized since ~Thanksgiving or so. Maybe we can give them a little time to display a performance record, before we jump to conclusions? :-). <EDIT> oh yeah, I guess the collaboration with ADI has been in effect since last February. I would hope we would see a strategy emerge as a result of these two endeavors soon. PB