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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST

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To: Paul Engel who wrote (127110)2/11/2001 5:03:41 PM
From: Amy J  Read Replies (1) of 186894
 
Hi Paul, RE: "Sounds like ...a teen ager."

What makes it amazing is the enthused comment didn't come from a teenager (although you're close).

But I think you missed my point on this and this is worth discussing further, because it's one area that might be a bit of an "unknown" with respect to Intel, which is:

Will it be Intel inside or Hitachi inside, say 5 or 10 years from now?

And I don't mean 1 to 3 years from now, since Intel appears to have caught up nicely, but I mean 3+ years.

It's really neat to see folks enthusiastic over high-tech products, but this example in my previous post, made me wonder how successful the US will be with PDAs 3+ years from now, and my point about that is (and this is the point I was making), will it be Intel Inside, regardless of who wins in the PDA world?

The clever device I saw was incredibly inexpensive, out of (I think) Japan, with a Hitachi chip inside.

How do you think Intel stacks up when compared to Hitachi? What exactly is the long-term competitive edge?

Regards,
Amy J
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