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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: W D J Moore who wrote (4990)1/17/2003 10:04:52 AM
From: Cary Salsberg  Respond to of 25522
 
I will admit that since I have no position in INTC or ARMHY, you probably understand the particular XScale threat better than I. In this case, the situation points to a potential threat, which I raised, and you can contribute by presenting what you know about the specific XScale threat.



To: W D J Moore who wrote (4990)1/17/2003 1:24:06 PM
From: Sam Citron  Respond to of 25522
 
David,

Intel's XScale product brief prominantly displays the "ARM-powered" logo.

[scroll to bottom of intel.com;]

Is it possible, feasible, or likely for them to pursue market opportunities in this sector jointly and cooperatively as a partnership instead of as competitors? Are there ways for them to combine their strengths synergisticlly?

Sam


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