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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%3:58 PM EST

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To: Paul Engel who wrote (114637)10/21/2000 7:44:33 PM
From: Dan3  Read Replies (3) of 186894
 
Re: - Intel's claim that they will ship hundreds of thousands of Pentium 4's this quarter

A - We'll see how many system actually hit the market this year.

B - What will the system cost be?

C - Will it perform as well as a Duron 800 on Office 2000 applications and existing in-house applications run under Windows ME and Windows 2000?

If somebody replaces his 866 PIII system with a $3,000 P4 system and it runs any of his existing applications just a little bit slower than the old machine there will be big trouble for Intel. It will be interesting to see how all the in-house apps written in VB, VBA, or using scripts and macros do. These apps are where corporate users spend a lot of time and they won't be rewritten for years. Corporations need computers that can run the software they have, not systems that would be really fast if they were running nothing but non-existent brand new apps.

Dan
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