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Technology Stocks : Intel Corporation (INTC)
INTC 40.55-2.1%10:34 AM EST
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To: Paul Engel who wrote (160868)3/1/2002 7:47:49 PM
From: Road Walker  Read Replies (2) of 186894
 
Paul,

Thanks for the article.

re: “The [OEM] now wants its supplier to show continuous cost reductions every quarter. That is semiconductor economics, and that, we feel, is our home ground,” Maloney said.

I think the truth in that may determine Intel's success. Does the cell phone consumer need to upgrade every two, three or four years? Can the manufacturers provide compelling functional improvements, at the same or lower costs, like they have in PC's?

It will be interesting to watch.

John
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