Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 34.32

-1.2%

Nov 18 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (84884)	7/4/1999 12:39:00 AM
From: Tenchusatsu	Read Replies (2) of 186894

Paul, one thing that these so-called "experts" forget is that Intel is the company that is best positioned for a brave new world of sub-$1000 PCs. Volume, volume, volume, plus a little market leverage is key. Cost-cutting and integration with Celeron, Whitney, and even Timna in the future will help Intel strengthen its position in the changing PC market where high margins are quickly disappearing. And let's not forget about the 0.18 micron process, the 0.13 micron process, and the 300mm wafer technology that will help Intel "pave the silicon road to the Internet." Plus, Craig Barrett constantly mentions the vision of a "billion connected computers" worldwide. If the replacement cycle of every computer is four years on the average, that's 250 million computers that will be sold every year once the vision becomes a reality. Now that's a volume that no one will turn down, even if the margins are razor-thin. Guess who will have the capacity to address even a fraction of these volumes? Tenchusatsu

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next