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

To: tcmay who wrote (173523)	3/13/2003 3:49:59 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 186894

This actually makes my point, I believe. Is the lack of "killer apps" (which is what this issue really is) caused by not enough jobs being in India? Of course not. I disagree with this. I think the reason there is no killer app currently is because there is not enough software development due to 2 factors. One is cost- software development costs too high, not enough projects- this is related to whether software R&D is based in india or US or whereever. Second is overregulation, this is the napster scenario. My feeling is that napster was a killer app that was halted due to regulation not cost of development. We have a few cases like that, IP type issues with online voting and other stuff. The games area is one software segment that is purely cost-contained in my view. Games are hugely labor intensive and you need to produce a bunch of them until a bona fide hit "sticks". My guess is the next game comes from a development house in asia, probably an asian anime house or something. Just a guess though. What we have coming from US firms are TombRaider 15 and other rehash releases, the reason is the companies involved don't want to start from scratch with a new product-too costly. Anyway back to outsourcing of tech. Hmm, maybe you are right about intel, their position wrt to hardware makes the outsourcing model less viable. I was thinking that was the case with the SCEs, just too much IP tied up in the startup of these companies. The pure software side of technology has no other choice but to outsource though... taking oracle as an example of the one company able to manage without options, coincidentally they did an entire departmental dump of R&D to india. I'm actually not bearish on intels prospects or anything, don't get me wrong... I think Cisco will be taken down over this options issue and intel may well be the beneficiary.