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Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%3:59 PM EST

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To: Mary Cluney who wrote (42355)12/16/1997 10:22:00 AM
From: Road Walker  Read Replies (1) of 186894
 
Mary, re: "I don't know about Bill Gates, but neither Craig Barrett nor Andy Grove show much stomach to slug it out with Sony, Matsushita, GE, Phillips, Toshiba, et al in the consumer arena - their statements to the contrary not withstanding."

Good post and point. Rather than "slug it out" I think they want the TV folks as customers. Set top boxes, in my opinion, are a stop gap product to speed implementation, I think these functions will eventually be included in the "TV". The ones who will slug it out are the PC makers vs. the TV makers, unfortunatly the TV guys have many more years of marketing expertise.

Nice rally this morning.

John
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