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Technology Stocks : WDC/Sandisk Corporation
WDC 157.75+0.4%Nov 14 9:30 AM EST

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To: Jim Greif who wrote (1450)11/11/1997 4:32:00 PM
From: James Choi  Read Replies (2) of 60323
 
>People still worry about any David taking on Goliath (Intel).

While Intel's threat is indeed threatening, I am not losing sleep over it because 1. for the reasons I mentioned about professional photographer's perspective of Digital Cameras, 2. computer illeterate's perspective of Digital Camera (point, shoot, go to the grocery and print!) and now 3. my highly selective memory of recent past as follows.

A few months back, Intel scared the daylight out of network community by stating that they will have built-in network capability on the motherboard, thus eliminating any need for network cards. Intel indeed makes motherboards and indeed manufactures network cards. It would be nothing for them to integrate those two and sell it together. Nothing would stop them. There was no standard issue, no market acceptance issue.

Then, there was similar threat to modems. The same. They just had to do it.

And then they were going to squash down AMD and CYRX. This AMD and CYRX bit is significant because these two small guys really went head on with Intel with what Intel is best at.

And MMX was supposed to kill Sound Blaster and other multi-media card business as well.

Well, we all know what happened so far.

Will Intel fight any harder in Flash memory field when their life line is threatened with cut throat competition in the CPU field?

In addition, they are under investigation (for what it is worth) by the FED for being, should I say, too competitive.

Besides, Intel cannot store orfactory senses. Only CompactFlash can store smells. Remember that.

(What is ROFL anyway? I have been told ROFL twice but I still don't know if I was insulted or not. Not that I can do anything about it.)

James Choi
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