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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 3:59 PM EST
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To: Paul Fiondella who wrote (43412)12/30/1997 7:27:00 PM
From: Shahen Petrosian  Read Replies (1) of 186894
 
> The market has moved to the perception of CPU being less important that
> bandwidth.

I agree that higher bandwidth will open up a world of INTERNET opportunities
that can't be fully exploited at this time. However, in the meantime programmers
need faster CPUs for faster compile times, computer artists need faster
CPUs to ray trace faster, graphics artists need faster CPUs for faster execution
in Photoshop 4.0, large spreadsheets and other sophisticated accounting projects
need faster CPUs and a gazillion other science and engineering projects in the
world are thirsty for more computing power. Gamers and multimedia in general
also extremely CPU starved. The interpretive nature of Java also
promises to create a need for faster CPUs. Last but not least, the explosive
server market ....

The way it works is, CPUs become more powerful and then software tools become
better by taking advantage of them and so on and so on. The "killer app" analogy
that keeps popping up lately doesn't apply anymore. That phrase was coined in
the 80's during the MAC / PC wars. The spreadsheet was PC's killer app and
WYSIWYG fonts were the MAC's. Today you have thousands of apps, evolving and
getting better by pushing the hardware envelope on each revision. The maximum
in the cycle is only limited by human imagination.

Computer usage is not limited to the internet.

Shahen Petrosian.
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