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To: greenspirit who wrote (12375)	10/5/1998 3:51:00 AM
From: Savoirman	Read Replies (1) \| Respond to of 13925

To Michael D. Cummings: The situation is still fluid of course. But looking at how things are going (See the CNET post I put up, with Intel losing 30 points of market share at retail in one year, dropping from 84% to 54% y-o-y according to Computer Intelligence). Only 2 of the top 7 best selling computers use Intel chips. Now, these all show a peaking of what has been a very successful company. In fact, I dunno if Intel shares will plunge today, given that the CNET article was posted after market on Friday. Kudos to CNET for writing the article, despite being an Intel investee. Intel has run up against two walls. One is inherent human physical limitations and the other is the fear of the market. These are very real barriers to growth. From this point on, nobody is going to bother if their graphics flash faster or text forms faster, it's already too fast to read/absorb. Also, the influence of Intel on the PC world is slowly crumbling. It already bombed with the PII (that's why we have the Celeron, so people won't realise the PII isn't selling). Some new functions may need more processing power like speech recognition and so on, but that's about it. Like I said, a PII-333 is about all what 99% of the population needs, the one percent are some super scientists (like those at Intel) or high-end gamers. Anybody else who has both a PII-450 and a PII-333 will realise that he has just wasted 150 bucks on nothing. I am not saying you're wrong. It's just that the signs are not good for Intel at the moment, at least from what I can see. All their world-domination plans will come to nought if people just refuse to buy their products. The kind of power Intel has ought to be given over to some government body or something. Sure it will be bureacratic and all, but hey, at least it will be fairer to all players (including consumers). The new system bus proposed by Compaq and gang illustrates this perfectly. Their installed capacity will not be fully utilised and costs will rise. Also, if their stock plunges, then those juicy options paid to their best and brightest may not be exercised, leading to frustration. AMD actually seems like a better bet now.