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: Paul Fiondella who wrote (42160)	12/13/1997 9:04:00 AM
From: Jay	Read Replies (1) \| Respond to of 186894

Paul Re "Intel's job is to advance the state of the art in microprocessors and to do it rapidly" I agree - but the market seems to think that Joe sixpack is the primary market for computers. Unless they make the Slot I /Slot II keep moving ahead how can they prevent the clones from converting this into a commodity market? Re: partnership with Microsoft - you maybe be right - but what is the alternative - the only one that looks viable is Java. Re NEC: I asked Yousef about re-use of chip fabs for CPUs - he seemed to think it would take 2 years. I personally would like it if Merced were accelerated - AMD and Cyrix seem to be quicker at their designs (I know its a different field they are in). There is always a risk that when a company becomes this big that the pace of innovation (where it counts) is not as quick as with a small company. It is a very complicated situation that I'm sure Andy can resolve but its not going to be easy. Regards JB