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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: Aaron Cooperband who wrote (4615)10/28/1996 2:44:00 PM
From: Paul Engel   of 186894
 
Aaron - Re:" If there was
significant earnings potential in the market, then INTC would have tackled
it earlier rather than waiting for their competitors to dictate their moves..."

As much as I admire Intel, I do not attribute clairvoyance to them.

For example, in the days of the early home computers, Intel was anon-player. They didn't "see" this as a real market. Apple (6502) and CPM (Z80) computers dominated.

Then, along came IBM, and they (IBM) put Intel in to the PC arena.

However, during the mid-1980s, Intel was still deriving only partial benefit from the PC industry. Their x86 support chips were cloned into chip sets by Chips & Technology and other vendors. Intel provided the CPU, but virtually little else to PCs of that time period.

They (Intel) became a major player in the 486/Pentium era when they realized that jumpstarting the new processor transition required designing and selling the chip sets to allow Intel's customers to readily provide new CPUs into systems.

This whole "awakening" took nearly 10 years.

The important point is that Intel awakened to reality, as I think they may be doing now to the NC snowball.

I myself do not view the original NC as a viable platform. It would appear that Microsoft and Intel are establishing a re-hashed PC as an NC, protecting their own "franchises" for software and hardware hegemony. No religion here - just a business decision.

Paul
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