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Technology Stocks : INTEL TRADER

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To: ynot who wrote (6751)	9/13/1999 5:19:00 PM
From: MonsieurGonzo	Read Replies (1) of 11051

ynot:" consumers 'must' buy the new chips... " ...we certainly hope so {grin} >have you heard anything on the product side ? ...only that INTC wants to get into/expand it's comm / signal processing chips - they're prolly lookin' at TXN's market share; all the growth in CSCO/LU/NT/ALA cell- and tel-equipment business. Other rumours "in the channel" (from Computer Reseller News industry 'zine) is that INTC wants to make "white box laptops" possible by offering a generic laptop chipset. MSFT's 'Windows 2000' will hopefully be one of those "must upgrade" product cycles, like Windows95 was. But SUNW is going in the other direction - offering "cheap PC's" that are, in effect nothing more than smart terminals, based on HTML/JAVA rather than ASCII/ANSI. Ironically, the internet has the effect of reducing the need for local computer power, while increasing the need for bandwidth. We appear to be going full-circle, back to the days of "time-sharing" - with smart terminals hanging off of huge, central "servers". Doubtful that anyone under the age of 30 can remember what that was like (^_^) -Steve

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