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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (84884)	7/3/1999 11:32:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Paul, Re: NOBODY NEEDS THE EXTRA HORSEPOWER of the new CPUs and PCs. Does that mean nobody needs K7 ? Or is it nobody needs the extra power from Intel CPUs but need every additional drop from AMD CPUs. There is some analysts saying that Intel is going to die because of its own low end offering will castrate the high end but at the same time put AMD as long term attractive because of its K7 that will take over the high end. Strange. Gary

To: Paul Engel who wrote (84884)	7/4/1999 12:13:00 AM
From: mauser96	Read Replies (1) \| Respond to of 186894

Well as you know I've been an Intel stockholder for many years, though I don't have as big a position as I had in the past. I used the funds I got from selling INTC to buy NT and QCOM so I'm not complaining <<GG Recently I purchased a Dell P400 loaded with memory fast cards, etc. A bit later I bought a reconditioned $600 Compaq C 333 without monitor) Thre's no question the Dell is better, but the cheap compaq is good enough and I actually use it more often. When I made the jump from my original DOS IBM PC up to a 376 I never used my old one again. There will always be people who want a very fast PC - people like me who don't really need it but want it and have the money, the people into CAD and hard number crunching, animators.programers and creative high IQ types in general. Also INTC is moving up the server ladder as fast as possible- all those cheap computers will need servers. The situation actually looks better for MSFT-even cheap PCs need an OS> It's nice that you have been around long enougf to hear this before- I,ve heard it too since the early 1990's. INTL is partially reinventing itself and that could be tricky process. I do think there is a substantional risk in the hollowing out of center of the market

To: Paul Engel who wrote (84884)	7/4/1999 12:39:00 AM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

Paul, one thing that these so-called "experts" forget is that Intel is the company that is best positioned for a brave new world of sub-$1000 PCs. Volume, volume, volume, plus a little market leverage is key. Cost-cutting and integration with Celeron, Whitney, and even Timna in the future will help Intel strengthen its position in the changing PC market where high margins are quickly disappearing. And let's not forget about the 0.18 micron process, the 0.13 micron process, and the 300mm wafer technology that will help Intel "pave the silicon road to the Internet." Plus, Craig Barrett constantly mentions the vision of a "billion connected computers" worldwide. If the replacement cycle of every computer is four years on the average, that's 250 million computers that will be sold every year once the vision becomes a reality. Now that's a volume that no one will turn down, even if the margins are razor-thin. Guess who will have the capacity to address even a fraction of these volumes? Tenchusatsu