SI
SI
discoversearch

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: Mary Cluney who wrote (48285)2/20/1998 5:27:00 PM
From: MulhollandDrive  Read Replies (1) | Respond to of 186894
 
Mary, would you believe that I talked to a friend who is a broker at Smith Barney and she told me that they are still using 286 machines on their desks? Amazing. While I realize that one anecdotal situation does not constitute the overall market picture, it reminds me that when the next upgrade cycle begins it will do so in spades....bp



To: Mary Cluney who wrote (48285)2/20/1998 5:43:00 PM
From: David S.  Respond to of 186894
 
Mary, What you are asking for is what they are giving you.
The same P6 architecture, but different level machines, scaling
from the cheap home PC, the high end home PC, business and higher
education models, workstations and servers, and PC chip based
mainframe systems.
...... Now perhaps at the beginning, when they introduce the next
level, 64 bit Merced chips still under development, they will target
the higher end for some time, but eventually that architecture will
also track down to the lower end, just like the P IIs are suddenly
in <$1000 machines. I would think they want to take their time
on the next revolution as they need to collect some profits from
the P6 level, and anyways AMD is about to become deadmeat if not
crippled from trying to keep up.

Regards, David S.

PS: Looks like INTEL is forming a classic cup and handle formation
as was predicted by others last week. The handle is rising steeply
and should carry through $100 per share. Not much of a believer
in technical analysis, but this seems dead on.