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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (23935)	9/7/1998 11:44:00 PM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

Tony, I take it you are a bit sensitive on INTC, I'm assuming that u own some. I don't, but have been correct on them q-q since spring of '97. True, Celery has finally achieved some performance recognition but as you stated its' price will entice more sales at the low margin end at the expense of the higher performance/priced chips. Not everyone except power users have a need for that much computing power for Xeon and the next generation, especially at the higher cost. Concerning corporations, there are now very good alternatives, at very high speeds, for the sub-zero market that more than meet the needs of 90% of corporate America for spread sheets and basic business applications and of yet there is really no general business applications' program that requires pure horsepower to achieve acceptable results. With businesses/corporations starting to see a potential slow down they will likely curtail extraneous/unnecessary expenses as a cost saving exercise, IMHO. I guess we can agree to disagree on our assessment, but with Asia growth/market at a standstill it is unlikely that INTEL will show any stellar performance for a while. Just my opinion, BB