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Technology Stocks : Intel Corporation (INTC)

INTC 49.09

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2:47 PM EST

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To: Steve Lahet who wrote (4521)	10/24/1996 4:50:00 AM
From: Aaron Cooperband	of 186894

Steve - An earlier letter on this thread pointed out that and Alpha machine at 533mhz (I believe) will run Intel-standard NT faster than a Pentium. No PC users would be tempted to switch to the Alpha, however, unless it offered better performance at a better price. While I don't know the cost of that system, I doubt its less than the Pentium. If this situation continues, I agree that there will be minimal demand for non-Intel platforms to run Intel-standard NT software. If DEC etc. are able to progress their technology fast enough to catch up with Intel, then at some point a non-Intel standard chip running recompiled code might pose a competitive threat to Intel. How has the performance per dollar relationship of Intel-standard chips vs. non-Intel standard chips changed in recent history (assuming that each is running an Intel-standard OS)? In other words, from a PC buyer's point of view have the non-Intel standard CPU manufacturers been catching up? Has Intel been able to lengthen its performance/$ lead vs. its competitors, or have the competitors been closing the distance? Aaron

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