Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 38.16

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Nov 7 3:59 PM EST

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To: Paul Engel who wrote (82052)	5/29/1999 3:14:00 PM
From: Jacques Newey	Read Replies (3) of 186894

Paul and Intel Investors, RE:"Thus, Timna will prove out the concept of a nearly FULL PC on a chip" A few questions/comments: 1. Where does one plug in the monitor and keyboard? I noticed from the new ads that the new Pentium III has several plug-in adapters :?). 2. Might this alienate Intel's current clients, the Dells, IBMs, Compaq's and Gateways of the world? After all, if there is nothing left to sell WITH the chip, how will the box makers claim they add value? Why wouldn't Intel just start selling direct to PC buyers (over the net)? Could this drastically reduce the cost of the PC at the same time protect/improve Intel's margins? Why should Dell get all the credit for Intels' hard work and precious R&D just by putting the CPU in a non-descript box?. I know this sounds simplistic, but the thought has intrigued me for a while now. I am curious to know what you and others think.

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