Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BelowTheCrowd who wrote (142429)	8/30/2001 12:14:32 PM
From: Mary Cluney	Respond to of 186894

MG, <<<And I care because of WHAT???? I'm an IT manager. I specify and buy PCs.>>> <<<So to me, the end customer, PCs are a commodity. I don't much care what's in them. Just about anything being made today does the job for 99% of the people who need them.>>> I think most people (investors, Joe Osha, Dan Niles, TV talk show people) will agree with you, but I think you are totally wrong. To say that PCs are a commodity is a great one liner and it is easy to say and makes a lot of points, but it has nothing to do with the truth. By definition the PC is a useful product and it can be bought and sold, but that is about all it has in common with what you would call a commodity. But, I don't think you want to get into that because it gets kind of complex to define what "commodity" means in your context. <<<At the moment there is no reason, none whatsoever, for me to specify anything more than a 400Mhz PII for any of my people>>> I don't know what business you are in and I don't really care and the status quo may suit you and your company just fine - for now. But, increasingly, competition will become fierce in any business. There are millions of people in Eastern Europe, India, China, and Latin America who can and will do what you and your company do and are willing to do it for far less. To keep ahead of these emerging economies, we will have to be much more innovative - we will have to push technology to the limits. That is the only way we will survive with a decent standard of living. Yes, there is a new paradigm - only we don't know precisely what that paradigm is - yet. IMO it is about managing change and change will occur faster and faster. <<<Yes, I know this stuff matters in high end servers. But Intel's previous valuation was not based on being able to provide a relatively small number of processors for high end servers. It was based on being able to sell large numbers of high-margin products for every desktop ever sold.>>> Before you dismiss high end servers as a business model, you would first have to understand high servers. (This goes also for Joe Osha, Dan Niles, and others.) You would also have to understand the high end server market (market size and other such topics). It is really stupid to dismiss something that you really don't know that much about. <<<I am not convinced that the management of EITHER company is up to the challenge, as it's going to mean a huge change in how the business is run.>>> I may share some of your concerns on this point, however, I think what is important is that the management of these companies push technology as fast as they can. There are times when you have to go beyond the shallow experience of our dreary daily existence and let our imaginations soar. Mary