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: Road Walker who wrote (160875)	3/1/2002 7:53:02 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

John - Re: ". Does the cell phone consumer need to upgrade every two, three or four years? Can the manufacturers provide compelling functional improvements, at the same or lower costs, like they have in PC's? " I think that is a given over the next 5 years as the market transitions form just voice to voice+data+internet+whatever. For Intel, the issue is getting a foothold with some significant design wins and then leveraging that with their manufacturing prowess and cost reduction, with attendant increase in functionality. Paul

To: Road Walker who wrote (160875)	3/1/2002 7:55:07 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

John, Re: "Does the cell phone consumer need to upgrade every two, three or four years?" I'd answer that with a resounding YES. I have a 2G phone right now, and I just started a new plan with Verizon, so they gave me a coupon towards a 3G phone that will be available at the end of the year. 3G phones are going to add much better connectivity, a larger screen, and better features. They will also need a powerful CPU to process some of the new features that will be implemented. I will certainly take advantage of the offer, and I'm sure that more people will, once they see their friends and family with these new devices. Later, 4G phones, or whatever, will offer new capabilities. The industry has just recently recognized the huge demand for mobile phone capabilities, and soon everyone will scramble to add video, audio, and Internet functions to make their phones more competitive. There will certainly be some losers and some winners; however, with Intel's product line, I'd say there's a good chance that they will be among the latter. wbmw