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

To: Kirk © who wrote (11594)	7/16/2021 3:52:53 PM
From: Elroy	Read Replies (1) \| Respond to of 26635

Intel should buy SIMO. SIMO makes the "processor/controller" for all the NAND flash makers. It fits nicely with Intel's role as maker of the PC processor. Controllers for PCs and cell phones fit well with Intel's processor technology background. Also, Intel's NAND manufacturing division (which they are selling to SK Hynix) was often SIMO's largest customers. Intel made enterprise flash controllers, and purchased client (PC) flash controllers from SIMO. SIMO is the market share leader in flash controllers. Buy the leader in client flash controllers, take the nascent SIMO enteprise flash controller product and combine it with the ongoing Intel flash controller division - voila, you've got the market share leader (INTC+SIMO) in flash controllers. Much better idea than buying a legacy fab.

To: Kirk © who wrote (11594)	7/16/2021 4:16:25 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 26635

No, I don't. Making a better version of you make is not disrupting/obsoleting yourself. Imagine being a railroad tycoon some 200 years ago. You'd travel with your personal train and mayors would greet you at the station to give you the key to their city. But no matter how much money you poured into R&D to make better trains, you'd never retain that top position because cars and airplanes would disrupt you and you'd be toast.

To: Kirk © who wrote (11594)	7/16/2021 10:43:46 PM
From: TigerPaw	1 Recommendation Recommended By Kirk © Read Replies (1) \| Respond to of 26635

they have fixed this critical leadership mistake. I'm too old and drunk to remember the details, but there was a whole set of instructions that were either small vector floating point instructions or some kind of graphics internal design. They were in the same silicon and had competing instruction sets. Not just the same silicon slab, but used the same transistors to do different things with different instruction codes to cover seldom if ever used cases , some floating point math and some vector translate. Almost none were used by more than one or two applications. That was why they chips were big and hot.