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

To: C_Johnson who wrote (176714)	1/29/2004 8:04:30 AM
From: rkral	Respond to of 186894

Carl, re "If someone posts commentary relevant to Intel and the chip industry would it be useful? [ed: ...] I am not sure if my time posting would be beneficial to the group." Please don't be hesitant. When posts of substance are infrequent, inanity often fills the void. Regards, Ron

To: C_Johnson who wrote (176714)	1/29/2004 1:03:07 PM
From: Saturn V	Read Replies (1) \| Respond to of 186894

Hi Carl, Glad to see you posting and I am sure that you can help add more substance to the thread. Regarding " drought in chip demand". You seem to follow the unit shipments, while my mind is focusssed on the dollar shipments home.comcast.net In mid 2003 the chip dollar sales were at the same levels of mid 1995. Despite the euphoria of the last few months, the chip sales are significantly below the levels of 2003. A part of the reason for the "drought" has been the communication meltdown, and a lack of new software killer applications on the PC, ie a new must have application which forces everyone to throw out the old hardware and buy new hardware. Examples of such new killer applications were Lotus 123, Windows 3.1, Multimedia Games,and Windows 95. So the vast majority of people are continuing to limp along on old 4-7 year old PCs. The one welcome change in the last 6 months has been the Centrino and WiMax, which has spurred the sales of new Laptops, and is responsible for a part of the surge during the last six months. However this change was trigerred by a major Hardware innovation as opposed to New Software which was the case historically. The remainder of the present uptick is due to the greater PC and cell phone penetration in China and India. This penetration is due to the falling price of electronics and improving prosperity in those markets, and not due to brand new applications. Maybe I should use the phrase,"a lack of new MIPS sucking applications" instead of "a lack of new killer software application". Wireless 3G has been waiting in the wings, waiting for a killer application. The ISP have not yet seen a major killer application on the cell phone, which can benefit from the higher 3G bandwidth. Japan and Korea and UK have had 3G for a while, but it has not yet set the world on fire. But with the right software it could all change very quickly. In hindsight the Internet had been around for years, but the Mosaic and Netscape browsers, were the trigger which finally took us past the "inflection point".

To: C_Johnson who wrote (176714)	2/3/2004 4:28:54 AM
From: Amy J	Respond to of 186894

Hi Carl, RE: "I am not sure if my time posting would be beneficial to the group. Would be interested in your opinions" Would love to see you post here, about Intel too. ( Btw, most probably didn't see your PS until now, because it was way too far below your name to be seen, even on a large screen Dell and HP. ) RE: "simple software" Is our software simple? Does it, Auto-update? Auto-check? Do we force consumers to think like IT people? The latest HP MediaCenter updates require consumers to read a one page document on DVDs, rather than auto-checking the DVD for auto-updating. (I own an HP MediaCenter) The USA does not yet understand simple, nor auto-updating, nor auto-checking, like we should. Internatonal firms understand what simple means. The consumer buyer is not an IT buyer. I think many USA software firms are betting consumers want to exploit the media hooks, possibly a good bet. But are consumers intelligent enough to do so? Meanwhile, others may be assuming low-cost and simple. The philosophical question is: does simple win the volume business in consumer land and if so, would that encroach upward? In the USA, we're assuming consumers have the patience and desire to read documents, and this is how our products are made. Not true overseas. My concern is (for my software investment), what if simple moves up the food chain and trojan-horses. And what's the domino effect? What if simple wins in consumer land? Simple hardware vs media software exploitations. Regards, Amy J