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

To: Tony Viola who wrote (55958)	5/21/1998 9:44:00 PM
From: Francis Chow	Respond to of 186894

Intel inside - barcoded Australian cows: freerealtime.com:8001/news?symbol=intc&art=141b0147

To: Tony Viola who wrote (55958)	5/21/1998 9:48:00 PM
From: Francis Chow	Respond to of 186894

<What do you mean about AG's response? Were you there, or did you listen to an audio on the stockholders' meeting? I was there and the answer(s) were the right ones.> I listened too, and didn't see the "killer app" for more CPU power. However Grove did show his brilliance by pointing out that we do not need more bandwidth to drive the need for more computing power - with less bandwidth the need for data compression is greater; data compression requires "two jet engines" one at the source to compress, and one at the receipent to decompress . . .

To: Tony Viola who wrote (55958)	5/21/1998 11:11:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Tony - Re: "... why we need fasteer processors." There is a simple answer to this question. That answer is another question - "What CPU company is designing SLOW processors for the big volume market?" The answer to this is -"No company that plans on being in business next year." Paul

To: Tony Viola who wrote (55958)	5/21/1998 11:28:00 PM
From: Larry Ames	Read Replies (1) \| Respond to of 186894

What do you mean about AG's response? Were you there, or did you listen to an audio on the stockholders' meeting? Tony, Unfortunately, I only got to listen to the audio .... as I recall without listening again AG focused on the video handling, speach recognition, and the multi-language aspects of the PC ... the personal use aspects of the PC. Perhaps I have selective hearing, but I think a really bullish case can be made for the need for increased power in workstations and servers as you have done quite well. The point I was trying to make was that I see a strong case for revenue growth in the server market. Intel IS the platform of choice and should be experiencing significant growth with drivers like the growth of the internet, the line of platform builders to adopt Merced, and the convergence of both Unix & NT to Intel based platforms. This thread to some extent and the market as a whole tends to focus on low end PC market, like the guy in the meeting. This view is shortsighted, IMO. Larry