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

To: Paul Engel who wrote (52480)	4/9/1998 2:39:00 PM
From: BelowTheCrowd	Read Replies (2) \| Respond to of 186894

I would tend to agree on their ideas about integration. And being in the box-building business, I can clearly see the downside. Even in our bottom-end units, we are finding the need to provide some levels of variation in the componenets including audio and video. Having it all built in to a single device significantly reduces that ability. It remains to be seen if there is a REALLY LOW END market ($400?) where it's OK to simply provide the "motherboard on a chip" inside your own case, and call it quits. That may be the market which NSM is going after, and may be suited for those people who want a non-expandable, non-changable, "sealed box" type solution to compete with WebTV. If that market does materialize, I don't doubt Intel's ability to move into it quickly and forcefully. After all, as I said, they've got pretty much all the parts... All this is conjecture on my part, not based on anything I am aware of that is currently going on at my job. mg