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: Fred Fahmy who wrote (62161)	8/9/1998 12:46:00 PM
From: gnuman	Read Replies (2) \| Respond to of 186894

Fred, Sure you're not in marketing? ;-) Sounds like the same pitch you gave me fourteen months ago. Yes, great things are happening, but my point is it's happening at ever lower prices. And I think this impacts the PC industry. A year ago last June you stated that " PC ASP's wouldn't come down". But they are. You stated that "Future applications and operating systems will not run on Pentiums or PII's anymore than Win95 runs on a 286." What are these, and how far in the future? You mentioned Merced. When will it be out? In the intervening 14 months revenues, earnings and margins have taken a big hit. And forecasts through 1999 don't look promising. Projections are that 1999 won't surpass 1997. Why haven't these wonderful things changed this trend? My take is still that all the technology increases are coming faster than the need for them. By the time these wonderful new applications and operating systems materialize I think the low-end PC will be more than sufficient to handle them. And I'm talking about the majority of users, not the power users. (BTW, why did you spend $2500 on a PC, less monitor, if you think new operating systems and applications won't run on a PII)? We agreed that digital photography would be one major factor in the need for power, but sub-0's with more RAM are more than sufficient for the average user. Like you, I run Photoshop 5 in the high-res mode, (with a Nikon hi-res film scanner). Also, like you, I keep my D600L in the HQ mode. It works perfectly fine on a PII/266. The biggest improvement I got over my P166 was the upgrade to 128MB of RAM, not the PII/266. And let's face it, the average user of digital photography doesn't need even this power. So my point is, power and price are happening faster than the applications needed by the average consumer. I wonder if they'll ever catch up?