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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%Feb 10 3:59 PM EST
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To: Road Walker who wrote (4323)10/16/1996 2:23:00 PM
From: Joel R. Phillips   of 186894
 
John,

As functionality continues to be increasingly integrated on-chip,
the box resembles packaging more and more as the computer IS the CPU.

In this respect, I think a more appropriate consumer goods analogy would be Coca-Cola. Intel is Coke. The boxmakers are the bottling plants.

--joel
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