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

To: fut_trade who wrote (42838)	12/19/1997 9:06:00 AM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

Peter,>>>The demand and need for high-end Pentium II processors just isn't there yet. Hence, I see downward pressure on ASP, and hence on earnings growth.<<< Software developers normally write code to maximaze cpu resources available. Even if they were to be given unlimited resources, they would without a doubt exceed those limits. The fact that CPU resources currently exceed the requirements of the most popular software is assuredly a *very temporary* phenomenon. Is there any possible doubt that if you came back here twenty years from now and would not be asking how we got along on 300Mhz processors? As far as Wall Street is concerned, Intel is a $25B story stock where the story hasn't gotten out. Most people can understand the potential of Yahoo and the Internet, but who really understands the potential of Merced? After all isn't Intel synonynous with the Internet and more? Also, isn't Wall Street valuing other Internet related equities as if they didn't have competition? And they would all succeed? Mary Cluney

To: fut_trade who wrote (42838)	12/19/1997 11:04:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Peter - Re: "When they brought out the Pentium, the world needed a faster, more powerful microprocessor, especially to run Windows95 applications. " You are creating your own version of history. Intel introduced the Pentium in May, 1993. Microsoft released Windows 95 in August, 1995, 2 1/4 YEARS LATER. Can you please list the new versions of software products (your choice) that are getting smaller and faster with each new release? Paul

To: fut_trade who wrote (42838)	12/19/1997 6:44:00 PM
From: Shahen Petrosian	Read Replies (1) \| Respond to of 186894

> when they brought out the Pentium, the world needed a faster, more powerful > microprocessor I remember hearing and reading about the benefits of upgrading to Pentiums when the chips were first introduced. A lot of what I hear now resembles what was being said then. Remember that the first Pentiums introduced had speeds of 60 to 70 Mhz range. The benefits of switching from DX/2 486's were disputed, much like some of the arguments against the need for faster chips today. I don't recall any existing piece of software at the time that would REQUIRE you to switch but transition happened. Hardware improvements always come before the software that takes advantage of them. People with vision always find ways to take advantage of better resources. Once the improvements gel the rest of us look back and wonder how we lived without them. Today's multimedia consists of nothing more than pixelated stamp sized video and hissy sound. We accept that the way around this is to add expensive hardware. Faster CPUs will eliminate the need for specialized hardware and allow cheaper, more maintainable software to take their place. While the internet does not support the transfer of such hi resolution multimedia data yet, DVD and even CD-rom drives do. > They had no competition at that time AMD was very much around in the 486 days. Competing in the market and the courtroom. Also, the threat of the Power PC was around with Motorolla, IBM and Apple behind it. A much more formidable competition than today, don't you think? Shahen Petrosian