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Technology Stocks : Intel Corporation (INTC)
INTC 48.67-0.2%3:59 PM EST
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To: Charles Tutt who wrote (3333)9/16/1996 11:40:00 AM
From: John Hull   of 186894
 
Charles, I saw Mike's article during a flight to NY last week and was intrigued in the chart myself. I'm not sure it was a good graphic, since its ability to communicate wasn't very good [it also didn't really mesh with Mike's article all that well either].

The point being made is that the time from introduction to a greater than 50% of MPU shipments level has shortened. Pentium(r) Pro processors have, thus far, ramped even faster than Pentium(r) processors did. Does this continue to be true? Its hard to say because the transition is not the same as in the Pentium from 486 era. Today you've got multiple O/S choices from our friends in Redmond and the needs of the home vs. business market have diverged somewhat. Fortunately, Intel has great solutions for both markets. There is a limit to the rate at which tecnology can be absorbed by the market - so a limit equation does apply here.

Mike's point was that there is a need for unified and timely government where technology is concerned. Life cycles are brief and market windows open and close. Companies are at risk if permitting processes are painfully long [especially if they vary from country to country, which they do, giving one nation's firms a potential advantage over another's]

Sorry about the confusing graphics.

Regards,
John Hull
Intel Corp.
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