If the situation with INTC and PCs eventually parallels the situation with relatively undifferentiated consumer products in general, such as TVs, VCRs, etc., then watch out! These markets are very different now, and INTC is in a unique place with the X86 processor, but what happens when you eventually have enough MIPS, memory, etc.?
Of course, the predominate theory is that you'll never have enough MIPs because of expanding applications, but will this be true forever? Will it be true in 20 years? 10 years? 5 years?
What happens when your PC blazes through the internet at the max speed allowed by internet bottlenecks, plays DVDs wihtout dropping frames, and runs your games and applications at mind-blowing speeds?
I hope that "fast-enough" doesn't happen, b/c I like tech. But could it?
Will you always need a faster car? (FredE says yes!)
Just my ramblings. |
