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: Dale J. who wrote (65888)	10/6/1998 6:12:00 PM
From: alex pierson	Read Replies (1) \| Respond to of 186894

Dale. Is Moore's law going to rock Intel in the end? In the past, seems like people were just begging for more speed with the software they were using. Now with a dinosaur machine, I can run any business application available. If processing power keeps doubling, will needs keep doubling as fast? It already cost millions to put together a hot video game. 2 to the 5th power is 32. Is someone going to spend 50 to 100 mil to make a video game in a few years? to keep up with the processing power? Seems like processing power is parabolic and need for processing power is more gentle slope. Maybe they intersected finally around now? Maybe processing power was behind all along and has finally caught up for most applications and will soon pass most if not all applications? Sure there will be great apps that will need 3200 megs but will the average engineer/manager/secretary need them? Will a company have any incentive to give every employee with a desk a virtual reality experience? or will most people most of the time get by with something much less than top end? I don't even use all the buttons on my $25 calculator...fwiw Thanks for the enjoyable discussion and honest answers btw. Alex P.

To: Dale J. who wrote (65888)	10/7/1998 3:11:00 AM
From: stak	Read Replies (1) \| Respond to of 186894

Dale, Re: 8) Why allowed AMD to capture 47% of the retail market? Much of the lower end was not profitable for any of the players: Packard Bell, AMD, NSM etc. Intel focused on what produces profits. Interesting that you didn't include Compaq in your list. I haven't seen an update regarding Compaq's earlier statement that the el cheapo PC was their most profitable. Have you come across new info? >>I think the internet is going to continue to drive a massive need for PC's and internet appliances and Intel will be the dominate player<< I don't feel Intel will dominate or even be the largest player in this new field. The new catgory of "internet appliances" will bring about the fall of the traditional PC market with surprising swiftness. These new products will start appearing this Christmas in limited quantities and platforms. By next summer we will be reading about it everywhere. Look to Motorola's "Blackbird" for a peek at the future. stak