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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (37609)	9/29/2000 3:28:50 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Jacob, Re:My guess is that Microsoft and WCOM succeeds, Intel and T don't. May I ask you to expand on your thinking here? Great companies hedge their bets, as we are seeing INTC (and T) do at the moment with networking chips, expansion into Linux support etc.. INTC has had some stumbles, but what type of leap of logic draws you to the conclusion INTC will not succeed? BK

To: Jacob Snyder who wrote (37609)	9/29/2000 3:36:56 PM
From: Kirk ©	Respond to of 70976

Great Feedback, thanks! I am not ready to write off Intel. In fact, I think they may be one of the survivors. How many Xenon chips go into web servers? Do you think they will grow market share once they get that 64 bit chip they designed with HWP out the door? What about all the home networking chips that they are investing in? I see the future with "every" home (of the geeks to start...) having a 10GB/s Intel server in a closet like a water heater and running all sorts of embedded boxes throughout your home. It will manage power so you can get cheaper rates from the power company, call the repairperson when an appliance needs to be repaired, perhaps have a chat with your auto and see if anything new needs to be budgeted for that is wearing out in the car. It will have voice recognition and be able to recognize many family members and even call the police if someone on a "restraining order list" enters your home. For personal use, I agree. I bought a "refurbished Dell" for my friend's kid and her to use and it was only 500MHz but with great video and sound card plus a zip to do backups (she didn't want them wasting time burning CDs...so I get to do it for them). Mine is 550MHz with two monitors, two fast video cards, DSL , 256 Meg memory, CDRW and DVD. On growth, I am told Europe is still in 386 or 486 land and really doesn't use PCs that much in business and there is much room for growth there. Didn't people write off Wintel in 1993? That is when I bought the stocks as so many thought the PC had gone about as far as it would. Windows 3.1.x was so much better than DOS that what else would you want to have? 8)