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Technology Stocks : Intel Corporation (INTC)
INTC 50.59+4.9%Feb 6 9:30 AM EST

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To: Mike Wong who wrote (49801)3/5/1998 7:52:00 PM
From: Investor A  Read Replies (1) of 186894
 
According to IBM VP, John Patrick, IBM's vision of billions of connected computers is also not in desktop PCs, but in appliances -- TVs, VCRs, cellphones, ovens, vaccuum cleaners. IBM strategy: JAVA based software on every appliance. Microsoft is also serious about the size of that market. It's strategy: Windows CE 2.0.

These are what Brian Halla (CEO of NSM) and Fuchi on Cyrix thread have been talking about affordable "Information Appliances" or "People Computers". Brian Halla wants to expand this territory to an 800 millions unit market while Fuchi said that $20 gross profit per piece to power these devices would be great.

Merced will make money, but it is a replacement market, where the competition for turf will be fierce. Miniature PCs will be a new market, where there is no viable competitor on the hardware side.

If you do believe your vision on future, you might want to put all your money on NSM. NSM is the only company with all the necessary technology to explore this market to benefit peoples everywhere today.

Fuchi ­K Who loves Cyrix's innovations

Don't buy Intel processors! In stead, buy the processors from its competitors to keep Intel from long-term monopolizing x86 processor market while maintaining health competition and the PC innovations.
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