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: Barry A. Watzman who wrote (50745)	3/18/1998 8:38:00 AM
From: Dave	Read Replies (1) \| Respond to of 186894

So far, IBM has had the opportunity to purchase 2 x86 design outfits; Nexgen and Cyrix. They decided against it. IBM is making money fabbing their chips, why would they want to enter into a CPU war with Intel? They could buy a smaller design team, e.g. Metaflow which SGS Micro Electronics has invested in. I think that your wish for an IBM buy out is a pipe dream. dave

To: Barry A. Watzman who wrote (50745)	3/19/1998 4:19:00 PM
From: BelowTheCrowd	Read Replies (1) \| Respond to of 186894

There are a lot of things you can fault IBM for doing, but investing for the short term is generally not one of them? What would they get for their money if they bought AMD? A processor design which already can't keep up with Intel. (No 100MHz bus, no SMP, no on-board Cache) Furthermore, a product line which doesn't account for any of the changes which will take place when Merced comes out. Additionally, a product which doesn't really fit their long-term strategy of focusing on a world of interconnected machines of VARIOUS types, with JAVA software as the common thread. Kind of hard to reconcile a bet on a single PC architecture with a corporation which is dedicated to making cheap hardware with universal software. (IBM is a bigger proponent of this than SUNW!) Fab capacity which they don't really need, and which ALREADY needs to be upgraded. (Mostly .35 micron, I believe) mg