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Technology Stocks : Intel Corporation (INTC)

INTC 36.82

+1.5%

Dec 19 9:30 AM EST

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To: BelowTheCrowd who wrote (142422)	8/30/2001 12:16:26 AM
From: Ali Chen	Read Replies (2) of 186894

"I find 90% of the discussion focuses on technical obsurities that are ultimately irrelevant to the average" If you would try to listen to those "technical obscurities", you would not mistakenly consider PCs business as "increasingly commodity". Last time I checked, competition in the PC processor business was massively going out of business, with only 1.5 players remaining in the business. Complexity of PC CPUs has grown to unimaginable level, FABs cost is approaching several $B, process technology is unthinkable, and the barrier for entry is growing higher and higher. "Additional MHz" are just side effects of this technical obscurity. - Ali

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