Michael and Fred,
At times I think we have the misfortune to be invested in a company that is too far ahead of it's computer counterparts in technology. It seems like Intel always has processors that enable compelling PC applications, but the implementation of those applications by other companies takes so long that the computing power is "wasted". Currently, we could have voice controled machines with large flat panel wall hanging screens, DVD's with digital quality movies and games, video conferencing so that families could get together on holidays, high speed cable internet access that would enable all sorts of communications and entertainment events, on and on. The technology for this is and has been available. If all these applications (benefits) were available NOW, we wouldn't be talking about lower ASP's, these would would make current generation computers "must have" appliances for every home.
I'm not sure where the industry is going wrong, but it seems to me that there is room for a company that could bring all the technolgy together on one simple to use machine, and would have the marketing know-how to sell it to the masses. I don't think the IBM's, Compaqs, HP's of the world are the one's, maybe Sony or a new company. In the current prosperity, where millions of people are driving 30K SUV's as second cars, I would think there would be a market for the ultimate entertainment/comunication computer where price is not that critical an issue.
Some of the Intel critics are right, the only reason to buy a Pertium II at this point is the promise of future applications that will use it's performance. It must be frustrating to Intel to know the potential of their work and not see it implimented, I know it's frustrating to me as a consumer and a stockholder.
Musing on a rainy Sat. morning in Florida (can't play golf).
John |
