Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jim McMannis who wrote (41578)	12/5/1997 9:10:00 PM
From: Paul Fiondella	Respond to of 186894

Nothing will wake them up Jim And I say let them sleep, right up until the preannounce. Then they can weep.

To: Jim McMannis who wrote (41578)	12/5/1997 10:14:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

Jim, <Cyrix is going for the integrated chip and sold out to NSM who should be able to add major capacity.> Yes, but can NSM help with marketing? Cyrix's biggest problem has not been production or technology, it has been marketing. I don't think of NSM as a marketing company or a company familiar with end users. Re: Low end PC's Not a fad in my opinion, but a niche with limitted appeal. I think Segment 0 will grow to a certain level and the level off. Also, as much as has been made about Segment 0 PC's, I'm sure you realize (as was pointed out my Intel durring the last CC) that *they* are by far the dominant player in this segment right now (for both CPU's and supporting chip sets). In addition, they seem to be focused on making sure they get their fair share of however this Segment ultimately shakes out. Will this affect margins?? Sure it will put some pressure on margins, but everyone has known for sometime now and Intel has been stating for almost two years that they eventually expect to return to the traditional margins in the 50% range. The key will have to be revenue growth. Intel has always had a strategy of maxmizing margin dollars not percentages. In their future plans, they fully expect to enter new businesses that will not be as profitable as CPU's. On the plus, the high end including mobile processors will mitigate margin pressures. Intel has just started to attack the very high end and I'm sure their goal it to become as dominant in this segment as they have become in the desktop segment. As much as PC's have reduced the need for mainframes, there is still a lot of big iron out their that will be fair game for Intel's future technologies, including Merced. Good luck FF