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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

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Dec 24 12:59 PM EST

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To: Tenchusatsu who wrote (148455)	11/16/2001 2:32:46 PM
From: Charles Gryba	Read Replies (1) of 186894

Tench, you have to distinguish between mass produced apps and corporate apps. Mass produced apps rely on marketing mass appeal ( as Netburst, x86-64, MMX, etc. ) to sell newer versions of their software and the companies that make mass produced software can easily amortize the expense of recompiling and certifying new versions because they get paid when they sell the new versions. Corporate software works the opposite way. Most corporate MIS is not a profit center, it actually shows up as a drain of funds to senior management so corporate apps will be the last frontier for new CPUS/platforms/compilers etc. Constantine

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