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Technology Stocks : Intel Corporation (INTC)

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To: Thomas M. who wrote (50347)	3/9/1998 10:37:00 PM
From: Jay	Read Replies (1) of 186894

re "GTW grew mega in 1996, and mini in 1997" OK, OK I agree - the PC industry seems (at least for the near term) to be in trouble. The main thing that interests me (as a long) is the following: Andy G, Bill G and M. Dell are probably a lot smarter than most other CEOs around. Are they going to sit by and let things shrivel up and die?? Is Win98 going to be a "must-have" upgrade? My feeling is that it isn't. So what is going to propel people with Pentium 100+s to upgrade in the near future? A higher bandwidth connection to the Internet may not be enough IMHO (I have a T3(?) connection at work and I feel it doesn't force the use of a faster CPU). IMHO if Java-based web-apps become more prevalent there will be a compelling need. But with Netscape floundering who is going to spearhead the Java movement? Any and all opinions welcome.

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