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

To: Harry Landsiedel who wrote (56012)	5/22/1998 7:42:00 PM
From: Adam Nash	Read Replies (1) \| Respond to of 186894

2) Java vs. MSFT. The idea that, "Java represents a threat to Microsoft because programs written in Java can run on different kinds of machines" also seems a bit exaggerated. Practically speaking who would buy a computer without the capability of using at least some Windows-based programs. It just doesn't seem likely. There are approximately 3 million Americans who did this last year. They are called Macintosh users. As an Intel stockholder, I find it sad that the people here choose to ignore the only other valid major platform as an indicator of technology trends, etc. Believe me, the people at Intel do not. As far as multimedia goes they continue to set Apple as their benchmark in a lot of areas. Intel knows there is trouble this year. PII was never meant to be cheap or low power, and it shows. Why do you think over in the PowerPC camp they are able to put the exact same processor in their desktops as their portables? Nominally, there is now basically no difference between portable performance and desktop performance on the Mac side. (of course, you can always juice a desktop more with PCI cards, etc.) In fact, the 250Mhz G3 laptop even beats the performance of the 266Mhz G3 desktop (higher board speed). Don't confuse this with some random Mac advocacy post - it isn't. I just find personally that it is strange that people draw a lot of conclusions about technology from basically one example pool - Wintel. You can learn alot from other platforms about other options and technology paths. Intel will get there too, but not until late 1999. I own Intel stock because I see great promise in their 1999 chip plans, from PII descendents to Merced. Celeron is the right idea, they just need time to get their technology to match that product line. Xeon is a great idea. I also think their financial management is tops bar none. Nothing these analysts are saying is not already factored into the Intel financial and operational planning machine. Maybe I'll buy more later this year. Intel is a great company.