SI
SI
discoversearch

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 36.61-1.8%1:39 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: techtonicbull who wrote (114828)10/24/2000 12:05:27 PM
From: John F. Dowd  Read Replies (1) of 186894
 
tbull: I agree with you. Too many see this internet and computer growth thing as a zero sum game. I believe that it is growing so fast that the growth cannot be met by demand and hence we hear stories of people being stopped out by production limitations. What people fail to see is that for every desk top that isn't sold a lap top is not too mention servers. I believe as the CEO of CIEN said this morning that demand for bandwidth is doubling every 90 days. This is going to require more computing power throughout the entire net from core to edge. What will be the form of that cpu power is anyones guess and the problem to be solved by box makers. There is enough business around for everyone and the marketing schemes will determine a company's margins. Margins will be the only thing effected by competition and then only when certain market segments get saturated. SUNW has no reason to lower their prices if they can sell all they want at current levels. INTC shouldn't worry all that much about AMD if they just get back on the execution track and improve their product cycle timing as well as their yields. I mean INTC is the fab limit for the world's cpus. AMD is just an add on in terms of total market supply. I think there will plenty of business for all of them SUNW,AMD,INTC and the rest. JFD
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News