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Technology Stocks : Intel Corporation (INTC)
INTC 38.16+2.5%Nov 7 9:30 AM EST

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To: Diamond Jim who wrote (42804)12/18/1997 8:21:00 PM
From: StockMan  Read Replies (1) of 186894
 
Jim,
Re -- I personally will want the PC because of its additional capabilities.

You have just answered yourself, re -- settop boxes. If you want a fully functional PC, so will many others.

The "home" is not where the majority of the systems are sold. In fact retail includes about 15% of the overall business. Now you do the math and split that 15% into the various segments of the home PC market, and you will see how much the settop box includes. (heck ask compaq what % of their units are sub-1000 pcs, I suspect its fairly small).

Furthermore, You are assuming that the settop box is 199. That may be the "low end". The settop is not defined yet, so its a little premature to estimate its cost.

Stockman
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