Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.26

-0.7%

Feb 5 3:59 PM EST

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To: Paul Engel who wrote (3093)	8/30/1996 3:20:00 PM
From: Mark Brophy	of 186894

Paul: <<The article never mentioned the Pentium Pro. Indeed, it implied that ALL CURRENT CPU architectures were approaching the same limits, producing fewer instructions/per clock improvements based on architectural features alone.>> I never claimed that the PPro was the only superscalar CPU. <<I'd say that Intel is not sitting on its laurels, and when the x86 architecture is supplanted/replaced, Intel will be the one to replace it. They have a long history of eating their own children.>> I agree. But, Intel will still face margin pressure during the transition to a new architechure and instruction set. That will reduce profits and stock price. In a previous post, you listed some of the many failures Intel has had with CPUs that execute non-x86 instruction sets. Therefore, I conclude that Intel's competitive advantages are their mastery of the x86 and their megafabs. Half of that disappears in the near future. Intel has had mixed results at eating their own children. They've been successful by improving the execution speed of an instruction set they invented in 1976, which will soon be obsolete.

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