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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (12685)	11/2/1997 12:01:00 AM
From: dougjn	Respond to of 27012

<<On another note, what is the concensus on the FASTEST new chip by Toshiba>> Yahnnnn.... Intel has beaten back and crused every supposedly superior / cheaper chip in the mass production space. CRUSHED. Will do so again. Intel offers price/performance w/all supporting chipsets necessary that are not commodities on time, reliably, and with incredible mass production capabilities which cost BILLONS per fab. The ONLY issue for intc, other than near term pricing/margin pressures, but it is a BIGGIE, in my opinion, is... how interested is the mass market in increased computer power from here, as opposed to same amount at cheaper prices.. That is a real problem. Only partly priced into intel now. Until at least the beginning of the pentium chips, and arguably, the 150mhz and up, most users wanted more power. Cause people wanted an easy to use interface (Windows), offering quick switching from spreadsheet or WordProcessing to tasks like address book, later internet. Windows, esp. with several tasks running was/is a real power hog, and initally was too slow to be worth it on 386 chips and on 486 chips one still wanted more power, lots more. Esp. w/the bloated office suite products produced for windows... Now the mass market feels it has enough power, except the net should be faster...which is firstly modem/xDSL/cable modem connect speed, and secondly a ram issue. Very little utility for more than 166mhz Pentium or so there....Remember the big buzz around multimedia? It was the Wintel folks trying to get people to crave more power. But its basically turned out to be a niche kids market, except perhaps through the net when it gets fast enough. Sure the server market grows and is power hungry. Same w/workstations. Some users need all the power they can get. But most don't need more. Its a real problem. People always tend to extrapolate the past into the future. But isn't necessarily so. On the promising side there is Intel's impending destruction of the share held by all the SPARC chip makers for Sun, HP, etc for the higher end server, workstation markets. (Sun will get hurt in the process, but of course survive, embrace Intc.) These markets are quite huge. But its gonna take a while to get real volume there. Its gonna be a bad year for intc. And not sure exactly when things turn sharply up. You see Intc makes hugely less money on its non-cutting edge chips. And the AMD, NSM/Cyrix assault will ensure that that continues to be true even in this slower adoption of cutting edge chips environment. I mean, who is buying Pentium II's for desktops? Who wants them for that? Servers yes. Workstations. Regards, Doug