Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: HJ Wang who wrote (50238)	3/9/1998 12:41:00 PM
From: Thomas M.	Respond to of 186894

I believe INTC's future lies in taking over the server/workstation market via Windows NT. NT is garbage compared to UNIX, and yet it is gaining market share quickly. This will only accelerate as NT closes the performance gap. Tom

To: HJ Wang who wrote (50238)	3/9/1998 1:01:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

HJ,>>>Intel cannot profit too much from the sub $1000 market.<<< Do you have any guesses as to what Intel will charge their OEM's for the Covington or Mendocino chips? Whatever they charge, you could conceivably multiply that by 25-50M units for 2H 1998 and possibly 50-100M units 1999. There's no reason not to believe their guidance for 50% gross margins. Any thoughts? Mary

To: HJ Wang who wrote (50238)	3/9/1998 1:49:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

HJ,>>>In 3-5years PC will be like telephone today.<<< The only comparison between the two (3-5 years out), that I can think of, is its ubiguity - or its acceptance in the business and consumer markets - having a penetration rate of 95+% in the US, Europe, and Japan/Korea. The telephone, for the most part is used only for voice messaging. The computer is used for entertaining (games and perhaps video TV/movies), messaging (email and perhaps voice), knowledge dissemination, myriad business applications, art, and scientific research. IMHO comparing the PC to a telephone, TV, fax machine, toaster, and or washing machine makes very little sense. Mary