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

To: Paul Engel who wrote (160877)	3/1/2002 7:59:25 PM
From: wanna_bmw	Respond to of 186894

Paul, Re: "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." It's what they do best.... wbmw

To: Paul Engel who wrote (160877)	3/1/2002 8:07:17 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Paul, re: I think that is a given over the next 5 years as the market transitions form just voice to voice+data+internet+whatever. That's been my question. The manufacturers will transition; will the consumer? Is a mobile phone just a mobile phone to the end user. Do they really want data? So far, in Japan and Europe, the consumer demand for cell phone data services hasn't been great. The content has to be compelling in order to justify the hardware purchase. It will be interesting to see how the category evolves. John

To: Paul Engel who wrote (160877)	3/2/2002 1:06:52 AM
From: Dan3	Respond to of 186894

Re: [For Intel's entry into the cell phone market,] 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. Nice to know that Intel's clever managers have a new hobby to occupy themselves with. ...so that they can continue to hand down decrees like, "just use Rambus for everything and stop annoying us with the details, can't you see we're busy expanding into the lucrative cell phone market?"