Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.32

-1.2%

Nov 18 3:59 PM EST

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To: GP Kavanaugh who wrote (80810)	5/13/1999 12:05:00 PM
From: Paul Jamerson	Read Replies (2) of 186894

The market is worried that there is a paradigm shift occurring and Intel will be left out. I believe the low cost PC is real. In the future, the home market will converge towards an Internet appliance. There will still be a need for a stand alone PC, but no real need to upgrade every couple of years. This will have an impact on Intel's gross margins, and possibly the Intel's growth in the home computing area. Intel will still see growth and good margins in the high end server area. Hopefully, it will expand into the cable set top and communication business. If I'm right the winners will be the Taiwan foundry's and computer manufacturers. TSMC, UMC, Acer.

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