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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (54826)	4/6/1999 4:55:00 PM
From: gbh	Read Replies (1) \| Respond to of 132070

the same argument was made about Flash a couple of years ago. Michael, FLASH was never anything other than an evolutionary NV memory technology. The only differentiator was that Intel developed it and held the patent rights, hence they make more money at it than others, because of licensing fees. The big buyers of DSPs are often cos that produce chips and the software that goes into them. The reason they haven't produced their all of their own requirements is because they had bigger fish to fry. I'm clueless as to what you are talking about here. The biggest consumer of DSPs are the the mobile phone cos. They have become experts in DSP algorithms, but, I can assure you, have no interest in producing their own DSP chips. This market is not shrinking, but growing. The other exploding market for DSP chips is the broadband comms market. ADSL and cable comms is just now starting to take off. Add to that the wireless LAN revolution that will eventually replace all the wired infrastructure in corporate America and you have just a few of the major possibilities to drive DSP growth. As for a comm tech slowdown, would you care to expand on this? Needless to say, my opinion on this differs, GREATLY <g>. Gary

To: Knighty Tin who wrote (54826)	4/6/1999 5:10:00 PM
From: Ross	Read Replies (1) \| Respond to of 132070

Thanks for your comments on DSPs, and thanks to Gary and Don as well. I have heard that there are barriers to entry in the DSP business simply because the designs are qualitatively different from most other semiconductor designs, and there simply aren't a large number of trained engineers. I have no knowledge of this subject. When you say that many large and small firms are adding DSPs to their bag of tricks, are you basing this statement on actual reports (public or private?) or on the assumption that this is another thing that companies will do with their money losing DRAM fabs? Thanks Again. Ross