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

To: Tenchusatsu who wrote (120980)	12/6/2000 8:25:35 PM
From: jeff_boyd___	Read Replies (2) \| Respond to of 186894

"Need For More Speed" Ten, you've mentioned once that you were concerned about Via. The context was that even though Intel might offer a much faster processor, the need wouldn't be there. I'm a technology idiot, but now that the Pentium IV is out, I'd like to offer several observations and see if you or anyone else agrees with them: 1. In Corporate PC space, with the exception of workstations, there is no additional need for speed. Stability of the system is of paramount concern now, and AMD is making inroads in Japan and Europe. Unless a new need arises, it seems like it’s just a matter of time before they make it here in the US. Intel's ASPs are likely going to suffer. 2. Workstations are not a big enough market segment to maintain high ASP's. Servers are a different story and Intel can do well here. 3. PIV is good for gaming (small segment) right now and I suspect that ultimately it will be good for downloading videos and working with pictures on my PC, but right now: - Having a fast modem is much more important. - Digital cameras and videos are still several years from being mainstream. Basically, I don't see the need for the Pentium IV or for that matter a 1.5Ghz Palomino. Why should people continue to upgrade their PC's? 4. I did think the PIV offered Intel the chance to deprive AMD of the retail space without driving ASPs down in the corporate space. Now, however, I'm starting to think it is just a matter of time before AMD starts to make inroads in the corporate sphere so it almost seems like a waste of time to sell PIVs at little or no profit just to hurt AMD. If Intel does do this, AMD will have to do whatever it takes to gain acceptance in the corporate space even if they have to practically give them away. In other words it would jeopardize Intel’s bread and butter. This is a key point that I think there is a good chance that I am wrong. Think I finally agree with Elmer that AMD would have been better off to have pressed other market segments rather than taking on Intel. Would appreciate everyone's opinions. Jeff