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Technology Stocks : Intel Corporation (INTC)
INTC 37.89-0.1%Nov 12 3:59 PM EST

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To: Paul Engel who wrote (42869)12/19/1997 11:26:00 AM
From: fut_trade  Read Replies (1) of 186894
 
<<You are creating your own version of history.

Intel introduced the Pentium in May, 1993.

Microsoft released Windows 95 in August, 1995, 2 1/4 YEARS LATER.

Can you please list the new versions of software products (your choice) that are getting smaller and faster with each new release?>>

Intel created a nice future by getting out of the DRAM market and pushing R&D to extremes to produce the 386. This microprocessor had significant technological advances over previous generations and would later run Microsoft Windows. IMO the next great feat for Intel was the development of the Pentium, which incorporated significant technological advances, "borrowed in part from RISC microprocessor companies," allowing execution speeds of over 200 MHz. This microprocessor will be sufficient for the average users for years to come.

The Pentium II is a full-blown RISC processor designed to compete with HP, Sun, IBM, DEC, ... in the server market. Yes, they can run it at 400+ MHz, throw in MMX2 along with other enhancements, but it's something that the average user might not be willing to pay a premium for. Now with Merced (to come out one of these years) just who are they targeting? No doubt a smaller audience. The high-volume microprocessors will remain in the lower margin category.

If we ever make the switch to Windows NT, that could be years away, perhaps a 400 MHz Pentium with a high-speed bus will be around then. IMO, Intel's bottom line has maxed out for the next few years.

Peter
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