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Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

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To: Shibumi who wrote (3295)	9/13/1996 2:32:00 PM
From: Paul Engel	of 186894

Mark - Re:" as an investor I should be concerned and on the lookout for the first sign of someone killing Intel by..." Of course - a prudent investor is always on the lookout for sea changes. Regarding a "home computer" or "consumer PC" - these have come and gone as often as women's fashions. IBM had the PS/1 - remember it? It also sold the PC jr. Remember it? Atari had a rash of cheap PCs in the early and mid-80s. Remember them? Remember Atari? My point is quite simple. Intel has been successful in selling what sells, and getting out of the business of trying to sell what doesn't sell. Very simple. Right now, cheap PCs aren't in real demand. Powerful, enabling PCs at reasonable price points are in good demand. Joe Six-Pack wants to talk about "duh bears", not the future of VLIW computer architectures or downloading the latest description of Mozart's childhood from the Internet. Perhaps if the federal government were to somehow issue welfare checks via the Internet, maybe then the lower echelon of America's society would feel compelled to get a PC. In reality, the IRS has just cancelled plans for allowing individuals to file their tax returns directly via computer to the IRS - so mass deployment of PCs is certainly not a priority of the US government. To address my other point - Intel and Microsoft are supported by legions of hardware vendors and software vendors, all pushing the envelope of technology that in turn provides new and useful applications for computers. These "legions" help expand the market. How many add-ons do you see for the Sony Playstation? Or Nintendo's Game Boy? These are mostly single function machines. Hundreds of bucks for single functions. The PC has proven itself time and again to be the ultimate Chameleon - it continually changes and adapts as new markets develop and new applications come forward. Hardware additions improve and add new functionality all of the time. Software continually evolves to provide more applications for this new hardware. This becomes a symbiotic process. And the platform that gets all this hardware/software support is the BIG ONE - PCs with intel inside. Paul

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