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Technology Stocks : Intel Corporation (INTC)

INTC 50.57

+4.8%

Feb 6 3:59 PM EST

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To: Paul Engel who wrote (3524)	9/24/1996 7:24:00 AM
From: Shibumi	of 186894

Paul: regarding your contempt for 70% of the U.S. population. This is marvelous, I don't have to read Bierce or Menken any more to get my daily dose of misanthropy. :) :) :) On a more serious note, I have children that are ages 4 and 6 who are "computer literate" in the sense that they can turn on the computer and know enough to play an entertainment or educational title. While my children are wonderful, I sincerely doubt that they are better educated at this point in their lives than 70%, or even 90%, of the U.S. population. But even ignoring that -- you're missing the point. The point is that the greatest long-term threat to Intel isn't someone playing the game by Intel's and Microsoft's rules; rather, the long-term threat is by someone changing the rules. Ellison is trying to do this with a warmed-over X-terminal concept -- he'll fail. Others are out there trying to do it with a PlayStation or WebTV or whatever -- they may or may not fail. But until the PC (or whatever succeeds it) can address a larger segment of the population (and I'd posit that price is a major issue in this -- but there are other issues), there will be continuing attempts to change the rules. And at some point, someone will succeed. Since I'd rather it be Intel that succeed given my stake in the company, I'd love to see their long-term planning address this. It very well could be doing so as we speak -- but until I know for sure, I'm going to be very careful. I wouldn't confuse Ellison's prostituted NC concept with the market requirement that drove it. Sure Ellison has bastardized it and has figured out a way to make his $25 per unit and has defined something that won't work. But look past that at what he's trying to address. It's a real need -- a simpler, lower cost computing device -- and although I don't beliieve in diskless anything (and lots of other details about the NC) -- I'd have to be blind not to recognize the fact that the market need exists and is a longer-term threat to Intel. Mark

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