Mr Hull: RE: "I speak for myself now. Notice that I no longer sign my posts "Intel Corp."."
I have respected your posts on this forum, and appreciate your participation.
Speaking for yourself, as an investor, a couple of questions:
Do you believe that Intel has lost some of the important consumer brand loyalty to the PC manufacturer's (folks find it more important to buy a Compaq PC than an Intel PC), and if so do you believe this trend will continue?
Do you believe that the PC has approached it's ultimate functional capacity, and that further improvements will be less than on "an order of magnitude"?
What are your thoughts about the "cheaper" alternatives to PC's (Interactive TV, Net PC's, other technology), can the expansion of this technology make Intel's consumer franchise less important?
Finally, is Intel evolving (by choice or by market forces) into a company that can only focus on the corporate market, that because of their (excellent) R&D, and their decreasing sales and profit per employee, must sell primarily high end products to maintain GM?
I've held Intel stock through many roller coaster rides, but I am seriously concerned that maybe the marketplace has changed, and that maybe Intel has become a little too fat to react.
I sincerely hope you and others can put this concern to rest.
Thanks for your notes,
John
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