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: Maxwell who wrote (52689)	4/10/1998 4:35:00 PM
From: Khris Vogel	Respond to of 186894

Re: My friends the "killer applications" these days for the mass are GAMES! What about video (live and canned), audio, and telephonic apps? If you've been reading interviews w/ Andy Grove over the last year and a half, you'll see that he indeed knows that the problem facing Intel is not of supplying the needed CPU's but of demand brought about by the things I mentioned above, that current system demands from current apps are getting close to be fully serviced by the currently marketed CPU's. And while Intel has invested quite heavily in gaming and entertainment development, it has been investing extremely in these other areas. Instead of waiting for some co. to come out of the blue w/ a killer app, Intel is doing all in its power to help create the killer apps itself, therefore creating the demand for its products. Larry could be very correct in that a major upgrade cycle will be delayed for a while, pressuring near-term sales and earnings growth, but it is going to be a relatively shorter period than Intel detractors would like to think, IMO, if Grove has placed his bets correctly.