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: Jay who wrote (51892)	4/2/1998 1:35:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Jay, I agree that if CPUs descend to the commodity status of hard-disk drives then the source of the chip becomes irrelevant. But will this happen - what do you think? I think a percentage of the CPUs will become commodity type product. But there are strategies to keep a large percentage of the CPU above commodity level. Real performance increases over competition, and rationing of these high performing CPUs will work. Merced, if successful, will be way above commodity level for a very long time. Things like Slot 2, increased memory bandwidth will help. Even semi-dubious technologies like Slot 1, MMX, MMX2, AGP may help CPUs from descending to commodity level (if public buys into them). Joe