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To: Jay who wrote (41072)	11/26/1997 1:44:00 AM
From: Rarebird	Respond to of 186894

I'm willing to speculate that this current fad over sub $1000 PC's is just that: a fad and won't last longer than a couple of quarters at most. I agree wholeheartedly that Intel's current price represents a major buying opportunity. It almost always pays big time to buy the INDUSTRY LEADER when it goes through one of its bearish periods. This company is a gem and knows exactly what it's doing to maintain its dominant market leadership.

To: Jay who wrote (41072)	11/26/1997 2:56:00 AM
From: Barry Grossman	Respond to of 186894

Jay, In case you missed it, Michael Dell was interviewed on PBS's Nightly Business Report tonight. He said that the average selling price of the PC's they sell is up 2% year to year and down 3% sequentially. The price has ranged betweeen $2600-2800 for the last two years. It's goes up and down but has stayed in that range. He called the sub-$1000's a misnomer because many have no monitors and no warranties and that takes it to $1300-1600 when those things are added in. He said that Dell is a strong competitor at those price levels and that business is excellent. Another comment was that second-time buyers are more knowledgeable about what they want and are buying more fully featured machines. Servers and workstations are now up to 10% of their business and this segment grew 340% in the last year. Do you know whose chips are in those ALL those Dell computers? Barry

To: Jay who wrote (41072)	11/26/1997 6:57:00 PM
From: Paul Engel	Respond to of 186894

Jay - Re: "If I want to get a PII-300 at work (I havea P-166 at work) - what justification can I give for this purchase?" Wanting a PII-300 is not justification. If you can't justify the need for higher performance - that is, you are not limited by a P-166 for performing your duties, then a P-166 is all you should have. Re:" it seems pointless to pursue a policy of breakneck improvements - I'" Constantly improving the capability and value of your products is not only a requirement in the semiconductor industry, it is a necessity for survival. If you don't do it, your competitors will - and you'll be losing market share faster than you can say "chauffeured limousine". New applications and requirements for more computing power have come about constantly since the ENIAC was first built in 1946. What makes you think this progression has "plateaued"? Remember - assuming everybody's needs are no more than our own needs is a fallacy. Paul

To: Jay who wrote (41072)	11/29/1997 4:18:00 AM
From: Kashish King	Respond to of 186894

What really worries me is that future buyers are going to decide that low cost PCs are sufficient for their needs. If that's your only concern then you can rest easy because the Vanwinkle-like CPUs currently driving today's business appliances are electronic glaciers. Speech recognition, voice and video communications combined with Real Virtuality are going to be the rule rather than the exception. 3D environments aren't just for games, they are a much more intuitive and interactive means of presenting information. Even a simple Windows Explorer type application would be vastly improved with voice commands and a 3D layout of the file system. So, you either live with the old apps or you decide that the productivity gains with the new stuff are too compelling to ignore. Consequently, you buy a late-model PC capable of running these applications. Keep in mind, I am not talking about Microsoft's bloated-pig-ware which buys you nothing over your previous applications but additional costs. In fact, that brings me to another point. Modern software designs based on the network component model are going to vastly reduce the cost of software development and maintenance but they require greater computing power. Whether it's more Microsoft bloated-pig-ware or a far more powerful network-based software model, you are going to need more power.