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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (21781)7/14/1998 1:51:00 PM
From: Teri Skogerboe  Read Replies (1) | Respond to of 70976
 
GM/all,

news.com

Excerpt:
"When you look at [chip] vendors in a few
years...where those functions will be in just a few
chips, you are definitely looking at a shakeout
down the line," Feibus prognosticated. Graphics
and audio are the primary targets of integration,
both by chipset suppliers, and by processor
suppliers, he noted.
---
On a surface read, my take is that this doesn't bode well for SIII and similar. Sometimes we get lucky and sell very early, like I did with S3 (even with a profit).

Aki,

I enjoyed your xrated version -g-.