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

To: Cary Salsberg who wrote (7069)	9/7/2003 12:07:37 PM
From: Lizzie Tudor	Respond to of 25522

I hope Lizzie presents us with an analysis of the chip function, type (digital, analog, mixed), and fabrication method for each of PMCS and AMCC chips with an estimate of competitive advantages and barriers to entry. Oh geez, you are dreaming! hehe I know nothing about chip design. I come from software. Thats why I am asking you guys! LOL Wrt your point about competition however, a few years ago something happened with intel, maybe some remember it here better than me. It had to do with "second level cache"?... I think? Basically, Intel decided to co-opt whatever that company IDTI used to make their bread and butter on. IDTI the stock crashed on Intel's announcement. In the end, Intel decided not to develop that market because they had other higher margin opportunities. So, moral of the story, just because intel CAN take a market, doesn't mean they will. IDTI was a great investment there for awhile. Intel has embarked on the networking space prior to Centrino with mixed or poor results. They spent a lot of GigBE in 02, and even Dell prefers broadcom. Intel's networking ventures just never seem to pay off, why I don't know. HP, Broadcom team to bring Gigabit to notebooks nwfusion.com