All, RE: WSJ article,
It is easy to discount the WSJ article, but it does make an interesting point that Intel seems to be at a turning point in it's R&D position. Following is a quote from the article:
"Now we're at the head of the class, and there's nothing left to copy," said Craig Barrett, cheif operating officer of the Santa Clara, Calf., company. Adds cheif executive Andrew S. Grove: "We're a big bananna now.... We can't rely on others to do our research and development for us".
Short term, over the next six months, Pentium and Pentium Pro will still be "state of the art". MXX can be a marketing coup with increased graphic capabilities that will appeal to consumers. But what about 12 or 18 months down the road. Another quote:
"It's very easy to get locked into endlessly refining an archetecture that was invented years ago" says Andrew Allison, and industry analyst. "Intel can't get caught squeezing the last drop of blood out of something old when others have moved on."
Interested in comments pro and con. I have faith in Intel managment to plan for short and long term, but I'm concerned that a competitor could take market share if the performance and capabilities of Intel's chips doesn't continue to improve beyond 1stQ, '97. Have they "hit a wall"?
John |
