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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (166117)	6/10/2002 3:19:52 PM
From: wanna_bmw	Respond to of 186894

Brian, wow, I hadn't heard that Intel climbed to the #1 position in the communications market. I knew they were on their way up, but it's interesting that they already have this to boast about. In the next few years, with hopefully a recovery somewhere on the horizon, Intel stands a chance to do very well in this market. wbmw

To: Proud_Infidel who wrote (166117)	6/13/2002 8:03:37 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Is Intel really top dog in communications chips? They may not do as well when they can't sell their comm products below cost, subsidizing those sales with CPU profits. Intel has nonetheless been beaten to market, as in the case of Atheros Communications Inc.'s 802.11a chip, which Intel is using in lieu of its own. It's also been outdone, as when its Gigabit Ethernet PHY proved inadequate, prodding Intel to use a PHY from Marvell Semiconductor Inc. (Intel is "very happy" with the Marvell relationship, Maloney said, but he refused to comment on whether Intel still hopes to produce its own Gigabit Ethernet PHY.) Those might seem like small setbacks, but they get magnified in the communications arena, foreign turf for Intel and a world where it can't call the shots. "They're used to being the de facto standard in everything, but standards have to be in place first in communications, and that takes away their natural advantage," one analyst said. Intel has been good in areas where it controls the infrastructure, but "when it's an open-market jump ball, they do less well," said Gauna of UBS Warburg. For example, he noted that Intel's chips for 10-Gbit/second Ethernet have found one major buyer — Intel's own network interface card — while the rest of the market has embraced Broadcom Corp. It's not just individual products that have fizzled. Acquisitions have stalled as well, or failed to produce the results Intel wanted. DSP Communications, for example, was supposed to be Intel's ticket into the CDMA market. But those plans faded when Qualcomm Inc. stole DSP Communications' lone customer — Kyocera Corp. — and held its lead in CDMA. Separately, the Basis acquisition yielded some digital subscriber line chips that have already been discontinued, analysts said. eetimes.com