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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: maui_dude who wrote (71249)	2/9/2002 1:39:25 AM
From: Joe NYC	Read Replies (1) \| Respond to of 275872

Maui, Thanks for the link. From the article: One market AMD is not addressing is cell phones, which are dominated by Agere Systems, Motorola, and TI. Having developed DSP technology with Analog Devices Inc., Intel is matching its DSP-based Micro Signal Architecture and XScale to woo wireless handset customers. Alchemy does not plan to enter the arena in the immediate future, although the company said it is studying the market. “Right now the handset battle is 90% dominated by ARM,” said Will Strauss, an analyst at Forward Concepts Co., Tempe, Ariz. “The question is always: Is the PDA morphing into a cell phone, or is the cell phone morphing into a PDA? Regardless, AMD is now going to have to address the DSP-core situation.” This does not sound very good for AMD IMO. The PDA market is tiny. Cell phone market is huge. My take is that PDA will morph into the cell phone, and there will be number of niches for PDA type devices, but not a mass market, nowhere near the units of the cell phones. Joe