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

To: The Duke of URL© who wrote (177056)	2/16/2004 11:31:39 PM
From: Joey Smith	Respond to of 186894

Duke, re:Perhaps we will hear more about this at the IDC in a few days. I predict, yes we will hear more about this at IDC, yes, I think it represents a significant revenue opportunity for Intel, and yes, this isnt reflected in Intel's current stock price. It's funny how AMDites (and most analysts) are missing the big picture. They're concerned about benchmarks where AMD may/may not beat Intel chips. The PC, as most analysts seem to view it, is becoming less and less relevant. The future is convergence of networking and computer technology, and Intel will be coming out with products at the heart of the next wave. Centrino was just the first step. Intel has the technology, low cost/volume manufacturing, and marketing to be very successful in the next wave. Oh, and btw, Otelinni (not Barrett) is the natural leader in this new environment. Joey

To: The Duke of URL© who wrote (177056)	2/17/2004 7:16:07 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Duke, re: I am just guessing as to the market, but of course, if the cost of a 25" plasma tv goes from $3000 to $800, by virtue of Intel's economy of scale, two things happen, both of which are good. First, the Intel technology isn't plasma, it's projection. So you still need depth for the method, but current sets are getting down to less than 12 inches. Second, TI has a competing solution, it's DSP (digital signal processing) chip, that's been on the market for ~8 months (?). Samsung and now other are using the chip to (mostly) rave reviews. So you've got a divided market for large screen TV's; Plasma, LCD and projection. Then you've got a divided market between legacy projections TV's, the TI solution and the Intel solution. To complex for me to guess market size. On the positive side, as HD programing increases (and the new DVD format kicks off), you could have a huge upgrade cycle, and it looks as if Intel's timing may be perfect for that. I would be real interested in a cost/performance comparison between the Intel and TI chip. John