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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 (142550)8/31/2001 10:40:00 AM
From: Mary Cluney  Read Replies (2) of 186894
 
Michael, <<<In other words, they'll upgrade the machines when they need to upgrade, which is to say when there is available, deployable and reliable software that is important to their business that requires the extra speed.>>>

Let me make it simple and take the mystery out of the upgrade cycle. It is an addendum to Moore's Law (the MC Moore Law): Each new application require roughly twice as much capacity as its predecessor, and each application upgrade will be released within 18-24 months of the previous release.

Corporations cannot be more than 2 releases behind the most current release of software, therefore, they have to upgrade their hardware every 3 to 4 years.

When Corporations upgrade their hardware, they will purchase the newest, latest, and most powerful hardware available. To waste time studying the alternatives is foolish.

<<<I find that I am getting a negative response when I talk about "new, emerging technolgoy areas" rather than actual products that somebody can buy. I had one CTO tell me point blank that he is still trying to make up for all the money he wasted on "getting ready" for all sorts of upcoming internet technologies that never materialized or never mattered, >>>

The next killer ap is here. It is called "education on the Internet". Anything that can be taught will be taught (and available) on the Internet.

If an employee has nothing more to do with his computer, he should be taking some courses on the Internet to learn what more he can do for his/her company. That is the new paradigm, and it is here. The computer that is powerful enough to handle this has not been designed yet.

Mary
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