Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

Nov 13 3:59 PM EST

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To: Jay who wrote (51892)	4/2/1998 1:35:00 AM
From: Joe NYC	Read Replies (1) of 186894

Jay, I agree that if CPUs descend to the commodity status of hard-disk drives then the source of the chip becomes irrelevant. But will this happen - what do you think? I think a percentage of the CPUs will become commodity type product. But there are strategies to keep a large percentage of the CPU above commodity level. Real performance increases over competition, and rationing of these high performing CPUs will work. Merced, if successful, will be way above commodity level for a very long time. Things like Slot 2, increased memory bandwidth will help. Even semi-dubious technologies like Slot 1, MMX, MMX2, AGP may help CPUs from descending to commodity level (if public buys into them). Joe

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