Wolff,
Thanks for expressing your thoughts in the way you did.
RE: "Flash chips, cell phone parts, and others"
Agreed these are growing fast.
RE: " I do not feel that this capacity is such an issue for CPUs"
Not sure I agree with you here, given Intel's CFO (aka Mary's fav) seemed to indicate there's good demand.
RE: "Last point for this post, is that I think Intel is in real danger of doing an IBM."
In the mid-90s, when IBM finally acknowledged the existence of the Networked PC ("client server technology is here", a concern to big iron), I am of the impression they were actually referring to LANs (not the Internet). Only problem was, by the time the "connected PCs" (via LANS) were acknowledged, the focus of emerging technology had already moved to the Internet (connecting PCs via Internet) and the Internet was taking off. Since the word Network may apply to both LANs and the Internet, looking back, this will look truly genius.
RE: "Remember when Intel ignored the sub-1000 PC market"
Glad Intel ignored the sub-1000 PC market in 1990 (no, that's not a typo). 10 years of high-tech growth, with wonderful margins. My point is: there was a time and a place for the sub-1000 to occur. Intel selected the later time, after a nudge. The real metric is: what happened after Intel responded? One has to measure the results.
RE: "What a bone head move"
Executing quickly at the right time is more important than absolutely 100% correct vision. edit. The Internet had a death-walk just before it experienced a "hockey stick" take off. So, sometimes waiting a bit, can be the absolutely smartest thing to do (but so counter to what a person wants to do). As I kid, I recall People's Express... now there's Southwest.
RE: "Laptop market"
Small businesses are trending to laptops even at the desktop.
RE: "The Cursoe is a huge threat"
They would become more of an issue if the Via lawsuit were extended and if this forced some to move to Cursoe. But Intel's got lots of markets and lots of product mixes. You seem to be making the leap that Intel has one market, and that Cursoe is currently successful. How many OEMs have signed up? Why do you think they are a huge threat?
Amy J |
