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 : ADI: The SHARCs are circling! -- Ignore unavailable to you. Want to Upgrade?

To: Jim Oravetz who wrote (1280)	5/20/1999 10:35:00 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 2882

<While not having a DSP fabrication is a good move in bad times, having one in flush years can mean that subcontractors, who are filled to capacity, will likely process their own work before Analog's. To avert this, Klauer expects the company to use its relationship with Intel.> While the lack of DSP fab facilities could constrain the growth of ADI's DSP biz, I think that saying that Intel will come to the rescue on this matter is a bit of a stretch. They have announced a joint development effort for fixed pt DSP's, with increased involvement from both companies. The say that INTC will provide the facilities to build ADI's current and future DSP is like reading a bit much into the tea leaves, IMHO. INTC has many powerful and advanced prod. facilities churning out CPU's and motherbd logic chips. Whether they have excess capacity to offer ADI is certainly questionable, at this point. In the future, this may happen, but not without some more formal announcements from the two. Maybe INTC will buy ADI. This has been speculated on this thread before. IMHO, INTC would love to get into the analog and especially the DSP biz. They are pushing the ARM arch. as a way to nudge into the embedded market. Why not use a DSP? Jim