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Technology Stocks : Intel Corporation (INTC)

INTC 38.80

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10:38 AM EST

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To: Paul Engel who wrote (82052)	5/29/1999 2:23:00 PM
From: Jim McMannis	Read Replies (3) of 186894

RE:"That is the future. And Intel is positioning itself to get to the future before anyone else." --- Maybe "a" future. OTOH, the great fallacy I see in the PCOAC concept is the lack of flexibility. Somewhere there is a weak point. Either the CPU core, speed, audio, video. Now, if Intel can develop a manufacturing and design process where the individual components can be replaced easily that would be the key. Otherwise, the PCOAC will always be the dregs. With the two chip solution, ie. i810 chipset + CPU, there is a lot more flexibility. I thought this was Intels original thinking. Considering the $ premium you can get for the faster, more up to date, two chip solution over the PCOAC I'm wondering if the PCOAC is really any more profit effective. If Intel can find a way...more power too them. What I really feel is that Intel is covering their behind in case the PCOAC takes off. Jim

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