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


To: enzyme who wrote (87620)1/17/2000 2:32:00 AM
From: Charles R  Respond to of 1572208
 
zyme,

<I put Mips and Mot in there because they "could" decide to enter the fray, not likely, but just as a note about the extensive engineering and process talent present in other companies.>

Not sure what you are referring to here but MIPS and Mot are extremely successful on the embedded side. IMHO, going forward MIPS and ARM have good chance of being the dominant embedded cores.

Chuck

P.S.: I believe in the above scenario enough to be long MIPS



To: enzyme who wrote (87620)1/17/2000 2:46:00 AM
From: Scumbria  Respond to of 1572208
 
Enzyme,

I put Mips and Mot in there because they "could" decide to enter the fray, not likely, but just as a note about the extensive engineering and process talent present in other companies.

MIPS is a very small company which generates most of there revenue through architecture licensing. Motorola lost most of their potential x86 talent to Intel's Austin site in the last 2 years. No way they are jumping in. Like MIPS, they are largely focused on the embedded market these days.

Scumbria