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

To: soozieque who wrote (156410)	1/21/2002 12:51:08 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Soozie, it's chilling that more people are looking at it that way. Personally, I am not satisfied with technology in its current form. I think there is a lot of room for change. There's a lot more connectivity possible, and I really think the Internet could be a lot more than it is today. A lot of the analysts think we've hit some sort of peak in terms of what people are interested in. I propose a different theory. I think that the fall in the economy caused a lot of companies to cut back on spending (note that Intel is one exception). A lot of the telecoms held back expansion of broadband connectivity. A lot of semiconductor companies held back on R&D. A lot of networking firms also cut back. This has had a serious impact on the momentum that the industry had exiting year 2000. As a result, I think that some critics are looking at this as a time where there will be a new inflection point, possibly moving away from technology. It's not that this is an unplausible theory, but frankly I don't think there is anything to back it up. If not technology, what else? There are many markets that continue to be interesting in new things. The entertainment industry has exploded due to Playstation 2 and X-Box, and those are very tech-centric. There are still millions of frustrated Americans trying to get Broadband access, while the telecoms are still in a hard position to satisfy this demand. All these things revolve around technology, but there are just a hand full of companies that have actually been actively investing in R&D to make sure new products arrive to market. Intel is one of them. I think that the analysts have a point when the say that the microprocessor is being quickly commoditized, but I think they are mostly looking at it in its current form. I think that the industry needs a new kind of technology, and that many people would be interested in it if it were to arrive. Intel is doing quite well in terms of product lines for the networking and communications markets. They will shortly launch a new processor called X-Scale that will have endless applications in low power handheld markets, DSP, and embedded spaces. Intel has very advanced gigabit ethernet solutions, and they are currently leading in optical communications. All this is waiting for the right time when the economy picks up along with demand. Intel's bread and butter, the microprocessor market, is also still likely to grow, even though growth in its current form will be smaller. However, I believe that with the advent of new networking and communications technologies, the emphasis is bound to shift back onto the microprocessor to ensure that data continues to move along quickly and efficiently. In other words, I think that Intel has a long ways to go before they deserve to be labeled the "US Steel of the 21'st century". wbmw

To: soozieque who wrote (156410)	1/21/2002 2:29:32 PM
From: Tony Viola	Respond to of 186894

soozieque, fitting your posted first, or first in a long time, to the Duke, our classic rock guy (among other things). "I like the way you talk, I like the way you walk, I like the way you talk, I like the way you walk, Suzie Q. "Oh, Suzie Q, oh, Suzie Q, "Baby I love you, Suzie Q." Tony