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Technology Stocks : Intel Corporation (INTC)

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To: Niteen Bhat who wrote (4444)	10/21/1996 1:55:00 AM
From: Khris Vogel	of 186894

The chance of users someday not wanting more CPU power is very unlikely. The consumer (whether he is a business user or an operator of a computer w/in his home) will want more and more functionality from his computer, and this will only be driven further by product development. Uses we don't completate today will be our desires tomorrow. Whether computers as we know them today are around five, fifteen, or twenty-five years from now is one thing, but we will continue to want tools perform what we currently demand from our computers and beyond. Intel (and Microsoft) may very well be in its infancy as being playing a role in the Information Age. What we see today may be dwarfed incredibly by what the future holds. I personally think that McNealy's gamble to not support Windows NT is one that is going to lose. Egos cause major errors in judgment. The sheer hatred McNealy and Ellison have exhibited towards MSFT in interviews is just amazing (that of Ellison especially). These guys would be nowhere today if not for Microsoft (and Intel), and they risk being exactly there if don't keep their heads and egos in check.

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