Intel, the PC Goliath to Oracle's NC David? Message Board

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, the PC Goliath to Oracle's NC David?

INTC 41.34

-0.4%

3:59 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: SisterMaryElephant	5/21/1996 11:49:00 AM
	of 10

This is an excellent subject you brought up because it is a perfect example of how a story, but not the whole story, gets around. I don't blame you for being concerned, but you need not be. While the "news" has covered this subject as NC vs. Wintel, the fact is that Intel will not be as affected as a Microsoft. Last week I saw two news releases that quoted Ellison ( CEO from Oracle ) as saying that down the road, the processor of choice for such a device would be a Pentium. Unfortunately, I don't have the exact reference to these articles. Initially, the Oracle NC is using the ARM microprocessor. Business week had an article that painted a rather bleek picture for Wintel. What is interesting, they said that "missing among the initial list" of proponents for the NC was Intel and Microsoft. The key word is "initial". Though Business week did'nt mention it, Intel, though pessimistic about the NC, is open to the idea and is "unoficially" on the list. The only ligitimate concern if the NC does take off is that Intel's margins may be affected since the devices will not need the more profitable Pentiums. Steve.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next