Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.91

-1.4%

3:59 PM EST

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To: Pigboy who wrote (101463)	3/24/2000 2:57:00 PM
From: Jim McMannis	Read Replies (2) of 186894

Pigboy, There is an interesting article in the most recent Forbes FYI from George Gilder along the same lines. His thesis is that through the progression of the information age that critical components move from no supply, to the "name your price" phase and the eventually to a commodity state of plenty of supply where it becomes hard to make money. He cites the cost/transistor as reaching a point where it's too cheap to make big money. Then he cites BANDWIDTH, where the big money is being made now but eventually supply will catch up with demand. Now, he sites the next boom and place to position yourself is in STORAGE-width because there will be a shortage created by all the bandwidth. He gives a couple of picks...IBM was one. I can't remember the others... Jim

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