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

To: Jeff Fox who wrote (38587)	11/1/1997 12:25:00 PM
From: Christine Traut	Read Replies (2) \| Respond to of 186894

Jeff: Intel may have no choice at the low end of the market. What if sub $1,000 computers are just the opening round for the info appliance. What if WebTV version 2 takes off? No Intel inside. <<Finally, regardless of chip merit, it remains to be seen if Intel has the desire, or ability to rule the low end. Processors here sell for $40 or less. They are "embedded" processors, meaning there is little architectural loyalty, short production runs, and lots of competition. Add to this that short of GI cable boxes, nobody yet has produced a clear winner, let alone made good money!>> Just for the heck of it, you might check out Integrated Device Technologies (IDTI). You know, as a hedge.

To: Jeff Fox who wrote (38587)	11/1/1997 4:25:00 PM
From: Gary Kao	Respond to of 186894

I hope Intel does have the resources and desire, and yes, paranoia, to go after the low end as well, if for no other reason than to keep abreast of developments, kill off low-feeding competitors, and keep those fabs busy. Gary > Finally, regardless of chip merit, it remains to be seen if Intel has the desire, or ability to rule the low end. Processors here sell for $40 or less. They are "embedded" processors, meaning there is little architectural loyalty, short production runs, and lots of competition