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: Tony Viola who wrote (56142)	5/28/1998 3:16:00 PM
From: Francis Chow	Read Replies (1) \| Respond to of 186894

Intel and Microsoft are not the same: zdii.com Article compares Intel to Microsoft with respect to monopoly charges. Conclusion: Intel plays hardball, but is ok.

To: Tony Viola who wrote (56142)	5/28/1998 5:19:00 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 186894

John: Tony said it better than I can. I would only add that he didn't list the 17 applications that he can't imagine today, but he'll consider necessities tomorrow. When the pipeline gets bigger, what will pour out of it into my PC at home and work? I don't know exactly, but I do know it'll require a lot of processing. I take it as an article of faith, a semi-religious belief, that more processing power is a Good Thing, and people will pay for it. That's been true since the invention of the computer (one of those consistent long-term historical patterns), and I expect it will continue into the indefinite future. It is one of my basic assumptions, and I'm comfortable with it. I try to minimise the number of assumptions I make in my investing decisions, but I'm comfortable with this one. When I see signs that it's changing (2005?, 2020?), then I'll switch all my money into the next Big Thing, biotech.

To: Tony Viola who wrote (56142)	5/28/1998 7:15:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

Dear Tony: Thanks for the in depth analysis. Read my profile if you want to divine where I went to school. It ain't U of M. Given the rather surface approach of your response I am still not convinced that 64 bits worth of addresses is out there in great numbers ( no pun intended) except in animations and huge data bases. Of course then someone will have to write the apps. to use it. It will be very interesting to see if Moore's Law holds up or whether it is asymptotic. JFD