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

To: Mo Chips who wrote (48716)	2/24/1998 5:59:00 PM
From: David S.	Read Replies (2) \| Respond to of 186894

Moo, This post of yours deserves a reply because it is thoughtful and not reactive. OK, so you think computers should be demand driven vs. technology driven. It's a noble idea. Make the machines needed to solve a problem. Unfortunately, significant innovations occur largely by accident or synergies that can't be predicted. That is why directed projects, Get to the Moon, Hydrogen Bomb, cure Cancer, etc. can be so expensive and time consuming. You have to throw a lot of brainpower and activity at a particular conundrum in order for the integration of data, ideas and failed pathways finally lead to a workable solution. The same with society: Communism and Socialism were built on noble ideas, demand driven solutions cooked up by "great thinkers". But again, people work best by natural interactions, rather than by intended social structures. Society evolves what works, and what works is the technology of commerce, families, personal relations. So learn an important lesson from life, take whatever inventions, relations come your way and use them to the fullest. Think up a noble justification afterwards. As for your investments, follow the money makers, glorify them when they make you rich. They deserve it. Regards, David S.

To: Mo Chips who wrote (48716)	2/24/1998 6:10:00 PM
From: greenspirit	Read Replies (1) \| Respond to of 186894

Mo Chips, if your focusing on demand, as a long term investor I believe you are missing the vision to see the potential of Intel's future demand. It's not a field of dreams... It's a belief in the future, and what it's more more likely going to look like. I firmly believe that the home PC penetration rate in the U.S. will reach 70%-80%. The rest of the world will slowly but most assuredly follow the U.S. lead into the information era. To believe otherwise to me is a field of dreams. We have history as our guide. The industrial revolution has touched in one way or another nearly every country on the planet. The information economy will more than likely do the same. With the information economy comes the use of computers. With higher and higher PC penetration rates throughout the world, Intel is sure to prosper. The economist and market predictors at Intel are fully aware of this. They are building today the capacity to handle this burgeoning market. It's this belief and ability to predict future demand which has given Intel and it's shareholders those amazing profits the last 5 years. Has that been a field of dreams or some darn good business acumen? Michael

To: Mo Chips who wrote (48716)	2/24/1998 7:56:00 PM
From: ratan lal	Read Replies (1) \| Respond to of 186894

Mo I disagree. If you build something 'good' people will come. Have you ever visited a 3rd world country ?? The reason they dont have more computers is because it is too expensive for the consumer to have one. But look at businesses that can profit from the use of a computer. You will see SMALL shops of 200 square feet using computers that probably occupy 1/6 of their sales space. I can name SMALL bookstores, restaurants, chemists, retail shops of clothing, general merchandise ALL use compyters. And the big corporations use computer networks that will put many bigger companies here to shame. One reason is that their software engineering costs are low whcih overcomes the higher hardware investment. With the Govts. recognising the importance of computers and communication the duties and excise taxes are being reduced from 300% down to 10%. This has also helped spur consumer demand. I predict that by 2005 3rd world countries will have the largest growth in computer usage. hopefully US will upgrade to the faster, current systems that will be available then to keep the tech moving forward. ratan