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

To: robert b furman who wrote (185430)	12/9/2007 11:13:14 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Intel wanted to be a maker of Graphics chip. They've started on the low end first and are now the largest maker of Graphic Chips... ...Intel is awesome - I don't think they must steal anything - they can buy it - but more often than not can just create and advance chip design. Actually, Intel has a long and distinguished history of not being able to make anything but CPUS and chipsets. And the chipset "success" is more a matter of licensing control they get from their CPU business rather than any particular demonstrated competence. They were chased out of the flash business by Samsung and Spansion, they were chased out of the "large" graphics TV chip graphics business by TI, Sony, and JVC. It's almost pathetic. Every entrant into that business was able to produce a successful product except Intel. Even JVC blew away Intel in terms of successful graphics chips. jvc.com Remember when Intel announced it was about to take over the TV graphics chip business in 2004? pcmag.com

To: robert b furman who wrote (185430)	12/10/2007 12:32:41 AM
From: greatplains_guy	Respond to of 186894

"...They've started on the low end first and are now the largest maker of Graphic Chips. They are by no means the high end..." Wasn't the Geod the first CPU that successfully integrated graphics and other functionality (Modem / LAN / sound / etc.) into one chip. It seems like NSM recently sold the line to AMD after extracting all the cash flow they could. You are correct that when INTC sticks to areas that enhance their core product line they can build new value. Ultimately they will succeed in building the motherboard with oly a few chips. They sell a lot of motherboards too. Are they the largest manufacturer of MBs also?