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

To: Paul Engel who wrote (47676)	2/12/1998 11:54:00 AM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

Paul Engel. Re: WSJ article. Good post. I had to chuckle that the WSJ was taking INtel to task for missing the chance to market $10 chips for a miniscule profit while concentrating on getting 90% of a market where chips sell for $200 and up. Where are the editors or anyone, who has ever actually run a business? HL

To: Paul Engel who wrote (47676)	2/12/1998 12:23:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Paul, what do you think might be Intel's strategy in consumer electronics? 1). DEC ARM processor (if deal goes thru) 2). Design/build from inside (which was implied by Intel in article). But how long will this take, and how profiatble will it be? Or regardless of profit margins, is it a market that Intel can't afford to ignore. I think Intel wants to leverage Pentium/PII deisgn in this market, but can they get costs down enough to make money? 3). Enter thru alliances/acquisitions. Intel seemed against this in article, but it seems the fastest way to enter the market thanks, joey

To: Paul Engel who wrote (47676)	2/12/1998 3:56:00 PM
From: David S.	Read Replies (1) \| Respond to of 186894

Paul, I will second your perspective on this. I look at the two set top boxes we have in our house which haven't changed in 10 years (Scientific Atlanta made them). So maybe they go digital now and we get two new boxes for $100 or so each. Then they will sit for the next 10 years or so. Where is the profit in that for Intel compared to 2 to 5 year constant upgrades with CPUs. The people who make money in that business are the content providers and the ones who sell advertising time. That is not Intel's business. Regards, David S. Long on Intel and Iomega