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Technology Stocks : Intel Corporation (INTC)
INTC 48.59-1.3%Feb 4 3:59 PM EST
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To: Mark Brophy who wrote (7367)1/5/1997 3:44:00 PM
From: kas1   of 186894
 
>The relevant issue for Gateway is whether the high performance >market is large enough to pursue. How many notebook users use >CPU-intensive apps that would be willing to buy the fastest >machine?

Exactly -- to put it another way, few customers (especially the corporate ones!) will risk buying non-intel. I may personally buy a K6 over a Pentium -- but I am still convinced that the K6 has no chance of carving any significant market niche.
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