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

To: Dale J. who wrote (57819)	6/12/1998 10:10:00 AM
From: Home-Run	Respond to of 186894

We need Kurlak to come out downgrade this dog again ...

To: Dale J. who wrote (57819)	6/12/1998 10:27:00 AM
From: Francis Chow	Respond to of 186894

Paul, I tried to buy an AMD K6-266 and motherboard yesterday and neither were in stock. The store said the first motherboards to support the K6-266 would not be in until next week, and the only one he knew of was by Acer. :-(

To: Dale J. who wrote (57819)	6/12/1998 11:13:00 AM
From: gnuman	Read Replies (3) \| Respond to of 186894

Chrome and "Killer Apps", some thoughts. Intel and us investors are searching for the killer app that will drive an upgrade market. Intel has often mentioned "voice" as an example of a future killer app. I think a definition of "killer app" is an application that will be both wanted by a majority of PC users and those who don't currently own a PC. I think you can segment this further into "Legacy Kapp's" and "Upgrade Kapp's". Legacy Kapp's I define this as new software that will run on and be desired by a large percentage of the 100's of millions of installed PC's. This, of course, has little value to Intel, but great for the ISV. Upgrade Kapp's To me this means an app that requires the latest technology to run. MSFT put's Chrome in this category. And this is the segment Intel is looking for. However, I think that in order to achieve the volume required to be a "Killer App", it will have to run on a $1000 PC! For example, if you look at MSFT's PC spec for running Chrome, (and their time frame), I have no doubt those PC's will be what Intel describes as "Basic PC's". ($1000 machines). I think the same is true for "Voice Recognition". (And quite frankly, I don't view "VR" as a killer app. Maybe in five years, but then I think it will run on a sub-0). Chrome could eventually succeed because it's internet related. But the growth in this segment is not driven so much by performance, as it is by price. And there's the "chicken/egg" syndrome. How many providers will create content that won't run on the 100's of millions of legacy machines? I think most will wait till a large percentage of users can view the content. So maybe it's not a "killer app." I think that whatever the next killer app is, it will be internet related. And I think it will run on a majority of the installed base.

To: Dale J. who wrote (57819)	6/12/1998 12:30:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Dale - Re: "Microsoft's Chrome and 350 MHz Pentium II Boxes. This could develop into an interesting scenario. If Chrome becomes the "cool" way to surf the web, then "surfing the web" will now require Intel's fastest hardware - 350 MHz or faster Pentium IIs. I wonder what will happen to all those folks who feel a MediaGX or low end K6 machine is "good enough" to surf the web. The end result is that software, seemingly always lagging behind the hardware, will ultimately evolve into taxing to the limits ALL CPU hardware. Just think - in two years, folks will be saying "Who needs a 700 MHz Willamette - my 400 MHz Pentium II is just fine for surfing the web and writing letters to mom!" Paul