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Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%3:59 PM EST
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To: Paul Engel who wrote (47676)2/12/1998 3:56:00 PM
From: David S.  Read Replies (1) of 186894
 
Paul, I will second your perspective on this. I look at the two
set top boxes we have in our house which haven't changed in 10
years (Scientific Atlanta made them). So maybe they go digital
now and we get two new boxes for $100 or so each. Then they
will sit for the next 10 years or so. Where is the profit in
that for Intel compared to 2 to 5 year constant upgrades with
CPUs. The people who make money in that business are the content
providers and the ones who sell advertising time. That is not
Intel's business.

Regards, David S.
Long on Intel and Iomega
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