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Technology Stocks : Intel Corporation (INTC)

INTC 35.87

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To: Mary Cluney who wrote (42855)	12/30/1997 4:55:00 PM
From: Joe NYC	Read Replies (3) of 186894

Mary, The fact that CPU resources currently exceed the requirements of the most popular software is assuredly a very temporary* phenomenon.* This is the first time I see you acknowladge this. But there may be more to it. I am not sure if you read George Gilder in Forbes ASAP. His theory is that we are moving away from importance of processing power to the supremacy of the bandwidth. He is very optimistic about rate of growth of available bandwidth, but for the time being, lack of bandwidth is the bottleneck. If you had $1 and you could spend it on faster CPU, faster Internet connection, or faster network access speed. Given you presently have "average" of all 3, where would you spend it this dollar? CPU would be on the bottom of my list. Joe

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