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Technology Stocks : INTC
INTC 34.50+2.6%Nov 21 3:59 PM EST
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To: Jules B. Garfunkel who wrote (457)6/17/1997 2:18:00 AM
From: Mike Wong   of 990
 
To Jules and ALL,

I am not an Intel expert, but I have some concerns over Intel that I have not seen discussed on this thread. Would you and other Intel "experts" pls comment on the following observations?

Up till now, the rest of the industry had to maintain compatibility with Intel when it went from 386 to 486 to Pentium to MMX, because each iteration had changes in microcode that required similar changes in compilers to optimze performance. Therefore rival companies that builds a better chip must wait till Intel comes out with its design, and then copy the implementation, or else applications wont run on their chips.

For commercial apps which do not require video and sound, the need to upgrade to MMX architectures and beyond does not exist. There is only a requirement for faster speed based on the original Pentium architecture (sans MMX). Rivals need only increase speed. They dont have to wait for Intel to release new microcode, and then lag a few months to copy it any more.

Enter Cyrix with a chip design that rivals Intel's 233 MHz chip performance, and IBM that rivals Intel strength in manufacturing and enterprise marketing. That combination will change the market dominance that Intel once had. Not necessarily in a way that puts Intel in second place, but in a way that reduces Intel's margins and growth rate. The same way AT&T margins evaporated when long distance was opened up for competition.

I am long Intel, but I see some challenges that Intel has never faced in the past.

Happy investing.
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