Berkshire Hathaway Class B Message Board

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Non-Tech : Berkshire Hathaway Class B

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To: Fredman who wrote (738)	4/13/1999 10:01:00 AM
From: Michael & B.Anne	Read Replies (1) of 1652

Is there any competition for INTC 1) following is a good site for getting basic data -- set up below for intel .. but good for any equity dailystocks.net 2) the problem for intel (and in fact the single constant through out the history of the computer industry) is the continual decline in cost to produce a given cpu capability. IBM stuck in mainframes with a corporate infrastructure that tried but could not go to mini's Digital stuck in mini's with a horrid attempt to go to micro's Intel has (perhaps) such a problem now in that it's high end is marginal with growth on the low end. Meaning they like the red queen in alice's adventures must run faster and faster to stay even. and here comes the competition, asian producers are regearing (with lots of investment from some real giants - e.g., ge capital). The basic component industry is moving down to food chain toward becoming commodity suppliers The same is true for networks and access suppliers. In the world of the future computation and bandwidth are free. Companies such as AOL own only their name (their modem farms and servers are readily - off the shelf - replaceable. And again, as basic systems costs drop at less cost today than yesterday. Finally, in the case of AOL, why does anyone go through AOL as opposed to an ISP ... ease, free disk start-up in the mail, ignorance, apathy. oh well, who knew

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