Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (4886)	8/13/2002 2:24:55 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95572

" I don't think INTC will go fabless because they are too large, but I think they may offer foundry services to improve their fab utilization efficiency." Started LONG ago when my neighbor across the street left her desk at HP/Agilent Labs and got a new one at Intel to design the processes for the New Unix 64bit workstation chips (McKinley I think was the code name...) that HPQ now gets first crack at... I hope this will not happen, but I think that INTC and TXN will buy XLNX and ALTR, not necessarily respectively. I'm not sure the IP is worth the premium... Intel could be their fab in a capacity crunch and get much of the profits that way and not have to suffer the same dillution. Kirk

To: Cary Salsberg who wrote (4886)	8/13/2002 3:56:11 PM
From: paul_philp	Read Replies (1) \| Respond to of 95572

Cary, I think the future will be programmable systems on chips (PSOC) with embedded INTC processors, TXN DSPs, and RF capability. I agree wholeheartedly about the PSOC. Do you think that Intel can displace Arm in the embedded processor market? Many SoC/ASIC design shops have Arm engrained in the design process. I think it would quite difficult for Intel to package up their design tools and methods. I have a similar question about TXN but there is nobody a entrenched as Arm in the embedded DSP market. Also, isn't it possible that TSMC and UMC would be interested in Xilinx and Altera? It is a nice way for them to play the PLD trend (heads I win, tails I win) plus standardizing on a single PLD platform will improve fab efficiency. Paul