Okay, here is a tiny piece of my view, and others. Short and quick.
Intel over the short term is a decent investment. Specially with its P2 needing a completely new socket. This causes a physical change, and does not allow a simple drop and replacement of a slower uP to a faster and better uP. This should help give the computer industry a small boost. This is one of many things Intel is doing to protect it self.
Intel's link with MS is a major plus. MS software are becoming more memory consuming and requiring more bandwidth, which basically means we will need faster computers to get the same results we have now. Interesting, partnership. Huh? :)
However, in the long run, I don't believe things are going to be so great for Intel. Actually, what I should say is that things will not be nearly as good as they have been in the past or currently.
Intel is being threatened from all sides, and knows it. Its usual plan to stay ahead of the industry by having the next design pretty much finished, and the next three designs in the pipes is not going to work any longer. The other companies are catching up fast, and they've caught onto this strategy. Intel doesn't expect to lose the uP war, but is expecting its revenue from uP production to drop.
It is attempting to cover for this by going into other portions of the tech. industry. Such as graphics, networking.
Unfortunately, its competition in these area has become serious also, and the outlook may not be so positive. It is unknown at this time. |
