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

To: stak who wrote (43729)	1/3/1998 5:14:00 PM
From: Jay	Read Replies (2) \| Respond to of 186894

stak Re : "Under no circumstances can IA-64 run predominately on a Microsoft O/S" I greatly appreciate your series of posts as I am sure have the others. 1. With Oracle weakened, SQL server gaining, thin-client computing, Java as an attempt to kill MSFT etc. the war ahead is going to be something to see. Just having an alternative to a MSFT 64 bit OS is not enough to guarantee success IMHO I think the DOJ realizes the enviable position MSFT is in and will try its utmost to weaken that position. 2. What do you think about the current talk about using the vertical blanking interval to push Internet data to homes? 3. On top of all this uncertainty is the talk about a coming 25% crash in the entire market. I think a lot of very smart people in DC realize the stake that the general public has in the market and will do whatever it takes to prevent the latter scenario - what do you think? 4. I'm sure Intel realizes its weak position being purely hardware oriented - but what can they do other than slowly integrate more and more of the PC functionality into their product? 5. One critical problem is that Intel is forced towards "open" standards in whatever it does whereas MSFT rarely is in such situations. 6. Remember though that MSFT has a $28B liability for employee stock options - anyone know the figure for Intel? All the IMHO

To: stak who wrote (43729)	1/3/1998 6:01:00 PM
From: Mo Chips	Read Replies (1) \| Respond to of 186894

Why are you so hot on HDTV w.r.t intel? I am no engineer, but doesn't it not offer anything more (other that better picture and sound and maybe minor levels of interaction) than tv? I think when bandwidth is not an issue (very far into the future) computers will will power the interactive information age, not HDTV. And while the <$1,000 pc is hot now, I say this doesn't preclude an ever increasing appetite for processing power. Voice is not the be all end all, but an example of an untapped feature that requires processors to run. There are more of these that we probably can't see beyond the horizon. I think you raise good points, but miss the persisant possibility of a new wildcard that changes everything. How many here new what the internet would be just 5 years ago??? I think that as bandwidth increases, so will interactivity on the pc or tv (take your pick on what you call it) and so will our desire to present, manipulate, diseminate, filter that information. This could drive the need for processors beyond levels we can now comprehend. And don;t forget that there will be a computer on the other end of that pipe that will need magnitudes of processing power to keep our ever shorting attention spans... Mo