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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: Jeff Fox who wrote (38587)11/1/1997 12:25:00 PM
From: Christine Traut  Read Replies (2) of 186894
 
Jeff: Intel may have no choice at the low end of the market. What if sub $1,000 computers are just the opening round for the info appliance. What if WebTV version 2 takes off? No Intel inside.

<<Finally, regardless of chip merit, it remains to be seen if Intel has
the desire, or ability to rule the low end. Processors here sell for $40
or less. They are "embedded" processors, meaning there is little
architectural loyalty, short production runs, and lots of competition.
Add to this that short of GI cable boxes, nobody yet has produced a
clear winner, let alone made good money!>>

Just for the heck of it, you might check out Integrated Device Technologies (IDTI). You know, as a hedge.
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