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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 3:59 PM EST
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To: Road Walker who wrote (160875)3/1/2002 7:53:02 PM
From: Paul Engel  Read Replies (3) of 186894
 
John - Re: ". 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? "

I think that is a given over the next 5 years as the market transitions form just voice to voice+data+internet+whatever.

For Intel, the issue is getting a foothold with some significant design wins and then leveraging that with their manufacturing prowess and cost reduction, with attendant increase in functionality.

Paul
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