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: gnuman who wrote (42177)	12/13/1997 11:53:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Gene, >>>The real question is "will the market increase enough to compensate for the displacement?" <<< Here's Intel's secret strategy - please don't tell anyone: >>>When all is said and done, we are a manufacturer--a high-volume manufacturer. And all the investment we put in technology and manufacturing capability is meant to produce things by the hundreds of millions. So for us to walk away from a market whose size is going to be measured in tens of millions of units per year, maybe bigger, is inconceivable.<<< Further, I think they will be in all segments of the market - high-end, ultra high end, the highest end; and the low-end, the lower end and the lowest end. Sixty percent of US families are without computers and possibly ninety percent worldwide - Intel wants to be inside everything. Mary

To: gnuman who wrote (42177)	12/13/1997 12:09:00 PM
From: Jay	Read Replies (1) \| Respond to of 186894

Gene Re "Better if Intel can drive the market to Slot 1." That's what the Jan price cuts are supposed to do. I have always felt that it is in the box makers self-interest to limit the low-end computers in some way. After all they shoot themselves in the foot if their ASP's tank too. So both box makers and Intel have common interest. Will all shoot themselves in the foot?