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

To: Chris who wrote (53640)	4/16/1998 6:13:00 PM
From: Jeff Fox	Read Replies (2) \| Respond to of 186894

Chris, re: Performance Bottlenecks - That damn modem! I think Intel has done its homework. With the new 100MHz bus, AGP and PCI things are rather balanced for PII 400 and 450. The motherboad bottleneck now is DRAM performance. This is being address with RAMBUS-D for the Katmai, Merced and beyond. The "box" bottleneck is still hard disk access time, but the progress here continues to be astounding. For servers the next problem is network input. Intel will address this by adding 1394 serial, 100MHz and Gigabit Ethernet. No real issues here. But... BIG problems in the home market As you know modem internet access sucks big time, and isn't changing very rapidly. ISDN is a dead end. Not enough improvement at too great a cost. xDSL is the next holly grail, but the rollout is incredibly slow. These solutions require massive new telecom infrastructure. Cable modems will fill only a niche. Again only a privileged few can get them. Price is high and support wanting. Somehow I just don't believe there is the incentive for to hussle at the cable companies. They see this as a small side business to TV delivery. And satellite hooks are limited by bandwidth to a "small" set of customers. For the majority the future is bleak! Anyone see a path to the future here? Therefore - I'll state it as a fact. No need for any faster processors at home or small office until internet access speed increases by 20x at the same monthly cost as now. Just my opinion :) Jeff