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

To: Mary Cluney who wrote (41114)	11/28/1997 9:10:00 PM
From: Ali Chen	Read Replies (2) \| Respond to of 186894

Mary, <about the weak intellectual capabilities of those that disagree with you.> Your concern speaks for itself. Let see, I said: >>>... the system performance has saturated and cannot be a selling point anymore.<<< Maybe my English was not particularly good here, but the first clause is "system performance has saturated". This apparenly means that the so-called second "generation" of Pentuims, P-II, does not demonstrate a leap in performance but shows at most a mediocre 20 - 25% gain. This is not enough for buying public to justify the triple price for P-II. Therefore Intel had to cut P-II prices in accord with this acceptance, and the high-margin WIntel model made the first slip here. <Do you really believe that applications will not need more powerful systems in the near and distant future?> No, I don't. But I believe that the MSFT/INTEL conspiracy will find a way to bloat current applications to the extent that they will not work acceptably on current 200MHz computers. Actually, they already found the way - it is called Windows98 and Office97. This is not a progress, this is better called "a fraud". >>>distributed computing, to system-on-chip, sub-priced home PC.<<< You are asking: "How big are these markets right now?", and "How big is that market where COBOL programs are still running?". I treat your questions as clear indication that you did not get the point. I was talking about trends and "inflection points" that Intel seems to be missing, not about how big these markets currently are. You also state: <Regardless, Microsoft has shown us what money could do. Let the little guy find the market and then go in and take those markets away from them. That is what having lots of cash can do for you. No matter how you rationalize and deceive yourself on this point, you must at some point recognize the importance of having lots of money.> I perfectly recognize the power of $11B in cash and what sort of damage a company of paranoidal thiefs can do to free market. Therefore I strongly disagree with your last request to "tell the government to leave Intel alone." This is exactly the force that can help to prevent excessive damages to our society and to technical progress overall. IMHO. Regargs, Ali