SI
SI
discoversearch

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 Corporation (INTC)
INTC 49.25+0.9%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jules B. Garfunkel who wrote (2047)7/3/1996 10:38:00 AM
From: Burt Masnick   of 186894
 
Jules - Apple sales are apparently way off of both last
years numbers and even downgraded sales projections. It
is possible that Apple is moving into a death spiral that
will feed on itself (Lower revenues => Decreased R&D =>
Mediocre new products => Lower revenues). Apple is losing
key developers and innovative talent. There are two
possibilities that could be long term good news for INTC.
The first is that Apple moves to a pentium base and ports
the unique Mac features by Software onto the Pentium platform.
Unlikely but a possibility for a company approaching a near
death experience. The second possibility is the crippling
of Apple so that it turns into a kind of third tier PC player
with an ever diminishing share of the market. This to me is
the most likely scenario. I certainly don't want to see INTC
advance over the grave of an admirable competitor, but in the
cold world of business it is hard for me to see a scenario where
Apple remains a major player (I don't know what to predict for the
Apple clones). Long term this could mean a 5-6% boost in INTC
chip and motherboard sales as the PCs not sold by Apple do
get sold by Compaq, Gateway, Dell, IBM, Micron, etc.

Any thoughts?
Burt
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News