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.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (282)	12/13/2013 10:53:42 AM
From: robert b furman	Read Replies (3) \| Respond to of 26437

HI Kirk, Keep in mind that Intc has said that for certain customers, they too would build customer's chips specifically for them. In fact Intc now has susbstantialy overbuilt the brick and mortar fab, waiting demand to buy the semi equipment. I think with Intc's advance capabilities - they could well be a formidable competitor to the Taiwanese fabs with a huge lead in technology capabilities and facilities that are already built. Surely they have an interest to utilize the investment they've already built and paid for. If intc took on Mu's 3d memory, Qualcomm's chips for phones,amd apple's application processors, Xilinx's fpga's - they'd be doing what they are best at and leave the design work to those who created it.When they land one maker of chips - the competitor would immediately follow. Just build the best chips that's what Intc does. Diversification is a great idea for intc to pursue.