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

To: Pierre-X who wrote (43571)	1/2/1998 8:56:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Pierre, I'm not sure how to read your comment... Rather than calling it PC of the future, a more appropriate title would be Intel's wish for the PC of the future. I posted something that could be titled Cyrix's wish for the PC of the future: Message 3074418 3. Where do you see PC industry being in 3 to 5 years? I think in 2 years, the mainstream PC will be $500. Of that, Cyrix/NSM will collect $50 to $100 of that. In 2H 98, Cyrix will start to sell the MXi. It is MediaGX on steroids. Faster core of the CPU, Double the memory throughput, faster 2D, newly added 3D (top of the line), DVD, MPEG all in one chip. Enough CPU prerformance to match the fastest chips (300-400 MHz) With die at 90mm^2, it should be probably even cheaper to produce than Deschutes. As far as I know, Intel doesn't have an answer for it. We don't know much about Intel's Katmai, but after seeing specs for MXi, maybe it went back to the drawing board. Cyrix defined new segment of the market, and with NSM, we have a window of opportuity in 98 to make this segment dominant and to be the dominant player in this segment. In 2 years, the integration of all non-memory components will be complete. The next thing to integrate is memory, and eventually, replace moving hard-disk with silicon equivalent. One possibility is that the PC will be a walkman size box (with CD / DVD being the bigest component) that will serve as both, your laptop and desktop. As a loptop, you slike it into a chasis with small and light flat panel and keyboard. As a desktop, you just attach a full size flat panel, full size keyboard, and you attach to the network. Or actually, you may not need to attach anything. It may all go over IR waves. But before we get there, we will see more of a bloodbath in 98. A $28B gorilla will not take it lightly when somone tries to walk away with it's lunch. Who will win? The aging Andy, or the young upstart Brian? I am betting on Brian Halla. At least I didn't pretend to be objective. BTW, I think about as much about Audio User Interface as I do about handwriting recognition. Not all that much useful. Extremely complex. It is several orders of magnitude more difficult than handwriting recognition. On top of that, suppose you manage to have software that can extract words from sounds (non-trivial task itself), it is only beginning. You enter a whole new game when you try to understand what the words mean in sentences, in context. You have to get to that point, that is the computer will hae to understand what you mean, that will open the doors of PC to new applications. It may take 5 to 10 years before we get there. Remember 1 picture = 1,000 words? I think GUI will be with us for some time. The one thing I am interested in is your point 3: Bigger Pipes mean fatter desktops. I wonder what will happen when we have have a plentiful bandwidth. Another question will be what will be considered fat / thin at that time. Today's fat client (Windows 95 running op P-II) may be something of a lean and mean dos assembly program of today. Joe