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To: edamo who wrote (108486)3/9/1999 9:34:00 AM
From: Mohan Marette  Respond to of 176387
 
<--OT-->ed a,if AMD fails we still have Cyrix (NSM).<eom>



To: edamo who wrote (108486)3/9/1999 9:40:00 AM
From: BGR  Respond to of 176387
 
edamo,

The AMD debacle probably indicates that PC prices are going to stabilize and/or head up soon (kind of like the memory market). It is too bad, as it is not comparative technolgy that is not causing this to happen - the K6-2 was a good product - nor demand, but yield, which should have been solved by now!

Anyway, with these yield rates AMD probably needs to focus more on the K6-3's than the 2's if they ever want to make any profits. Which means that INTC will quickly recapture the lower end market and at the minimum prices should stabilize. This may mean that a new DOJ probe, slower unit growth in boxes and slower acceptance of internet in developing nations. I am not sure if this is overall good or bad.

-BGR.



To: edamo who wrote (108486)3/9/1999 1:25:00 PM
From: Mohan Marette  Read Replies (3) | Respond to of 176387
 
<industry news> New chip on the block soon

New chip on the block soon

By Prashanth Hebbar
Business Times Bureau
BANGALORE:

National Semiconductor Corporation, the $2.5-billion US chip-maker, is preparing to launch in June the silicon industry's first-ever 'system on chip', where all components of a computer will be integrated on a single silicon chip. This means a high degree of miniaturisation, which will not only push down the size of future digital gadgets from PCs to smart cards, but also reduce costs.

The PC-On-Chip integrates all computer components such as power management system, ethernet, modem, IEEE 1394 connectivity interface (to connect digital equipment such as cameras), speaker controller, temperature sensor, super Input/Output model, MPEG Decoder, audio, graphics, Binary Input Output System (BIOS) and Universal Serial Bus (USB), all on a single silicon chip along with the core processor....

indiatimes.com