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

To: Saturn V who wrote (176618)	1/21/2004 6:00:56 PM
From: Lizzie Tudor	Respond to of 186894

present drought of chip demand is due to the lack of major new killer software applications. 64-bit Linux for servers and desktops is a killer app imho. You understand that I don't dispute anything in your post, right? I am just trying to point out the irony in someone saying US engineering is "falling behind", when they represent companies who have recently used offshore talent and have themselves fallen behind their smaller US counterparts. It isn't really enough for Intel to say "there is no software for 64"- when Dell and HP are crying the blues over it.

To: Saturn V who wrote (176618)	1/29/2004 2:25:36 AM
From: C_Johnson	Read Replies (3) \| Respond to of 186894

The present drought of chip demand is due to the lack of major new killer software applications. I am sorry but I have to take issue with this statement. I have no idea how you could possibly come up with this conclusion. No data? The chip industry is setting records in unit volume growth right now. It takes software to make these chips function. Not killer apps, simple software. There is no "drought of chip demand." If you want proof of the unit volume growth story just ask and you'll receive but suffice to say it's been going through the roof these past 12 months. It has been growing, to quote Bill McClean from IC Insights, at 9 percent per year for the last 10 years. One category, MOS Logic, has been growing like we are in a boom time. I have a chart of that if you would like to see it. It's pretty amazing. Lack of demand? 2001 was the first year ever that we saw electronic equipment sales dip in to a negative year-over-year growth pattern. Every year, going back 30 years and including the last two, electronic equipment sales have been up. One year down - I don't see how one can call that a "drought of demand." I could comment on the rest of your post and even provide some observations on chip pricing (something you did not mention in our post) and the design business but first tell me, where is demand lacking? Regards, Carl P.S. After three hours of reading this year's posts, which happened to entail just about everything imaginable, (including the rather amusing last few days regarding PETA) I have to ask the rather obvious question: If someone posts commentary relevant to Intel and the chip industry would it be useful? I know, this might be a silly question for many and some might even suggest that I reserve commentary for my site but I wanted to ask merely because I have an inclination to share. I want to clear this up because I don't have time to sit here and debate about the plusses and minuses of eating red meat, etc... (I live in Texas - I like to eat steak - End of story). The overall theme of this thread seems quite distant from the story at Intel. I am not sure if my time posting would be beneficial to the group. Would be interested in your opinions.....