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

To: Dale J. who wrote (58229)	6/17/1998 11:03:00 PM
From: stak	Respond to of 186894

>>there is no reason to upgrade annually or even biannually like I and others did. My P166 can handle word processing, balancing the checkbook and schmoozing on the Internet about 99.99999% as well as a P400.<< That is somewhat true. For how long will that remain true, nobody can be sure. But ADSL and Cable, as well as more robust applications are on the way. ADSL and cable modems will NOT drive up the demand for higher powered microprocessors. Although fat bandwidth may make PCs more attractive to people who are not using them right now-( it may help to speed up the penetration of PCs from somewhere in the 40% range). In fact there will be an inverse relation between Cpu's and content as bandwidth is increased. That is: the microprocessor will be less important and the content will become the place where the bucks will be made. Many are hoping that more bandwidth will increase demand for the fastest microprocessors but, that won't be the case.

To: Dale J. who wrote (58229)	6/18/1998 12:09:00 PM
From: Ali Chen	Read Replies (1) \| Respond to of 186894

DaleJ <But AMD/Cyrix have been trying to copy Intel for years. If you had let AMD/Cyrix scare you away, then you would have missed out on some...> And you seem to be totally lost here. The BIG difference today is that AMD and Cyrix DO NOT COPY intel. They have their own modular design of microprocessors to run x86 instructions for Windows operating system. This let them proactively change overall design and quickly add new functionality like 3DNow instruction superset, to drive new market demands and/or responding to market turns. Before repeating common nonsense here, you need to grasp the difference between the right to manufacture some chip (without essential know-how of it's internal logic) and completely self-contained design that has been proven to work well in millions of systems.