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Technology Stocks : Intel Corporation (INTC)

INTC 36.34

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3:59 PM EST

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To: Dale J. who wrote (58750)	6/25/1998 1:40:00 AM
From: Steve Porter	Read Replies (2) of 186894

Dale, Do you think we are headed the way of DRAM and the D Drives? Yes.. (I don't really need to elaborate on that do I ;-) ) I myself don't believe we are, because unlike the DRAM and D Drives, Intel is significantly ahead of the competition (capacity,speed etc). Intel has an advantage in capacity and to some extent speed. However speed is becoming a moote issue. Does the average Internet surfer or secretary need a PII-400.. NO.. Do I for simulation YES. But I make up at most 15% of the market (very generous % there). I think Intel has also taken steps to move to a proprietary architecture (careful you know I aint technical). I think privately AMD and Cyrix have to be considering the futility of competing with Intel. Well NSM is taking a different track, aiming for the information appliance market with parts that cost <$80 and have modems, videos, ethernet, and sound built in. Intel doesn't have a solution in that price range yet or have plans for one. AMD on the other hand is trying to go "high" on INtel and compete head to head speed/performance. I wouldn't count them out, although I skeptical. Steve

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