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

To: scott who wrote (39063)	11/5/1997 7:51:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Scott, If she's right about businesses buying 80% of PCs, I wonder why all the hoopla about the sub $1K PC? I think it's clear that businesses are not going to rely on these things, so they would be slated for the home almost entirely, which is a smaller market. We do need some light here. Tony

To: scott who wrote (39063)	11/6/1997 8:48:00 AM
From: Barry A. Watzman	Read Replies (1) \| Respond to of 186894

Words for Andy regarding the $1,000 PC (John Hull, please pass this on): If it looks like an inflection point, smells like an inflection point and walks like an inflection point ........ I don't think that cacheless PII is more than a part of the answer. Cyrix is closer to the answer with Media GX. Either do a "processor" (could be a "slot card") that does everything, or a chipset that does everything except the CPU. That way, Intc still gets the CPU (perhaps lower price and/or margin), PLUS the processor chipset (which they currently get anyway in most cases) plus the video and sound chipsets that are currently going to S3, Creative Labs, etc. As for the size of the home PC market, it's not 80%, almost all of the studies that I have seen (and that's most of them) put the size of the home and business PC markets at about equal in terms of units. Until the advent of sub-$1,000 PC's, costs were also about equal, in fact the home guys were the ones going for the high-end multimedia which business does not feel that it needs for typical office applications.