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: Mary Cluney who wrote (65943)	10/7/1998 6:59:00 PM
From: stak	Read Replies (2) \| Respond to of 186894

Mary, >>The computer hardware business for serious computing and information technology will continue to grow through the year 2003 and beyond. The market that I envision Intel to dominate currently has a potential $600 Billion problem to correct software that assumed that the year could be expressed by two digits.<< That's a nice sized pot of gold to be shooting for. That's a pretty tough nut to crack though. Intel hasn't shown the ability to be the de facto go to guy for this particular market. Intel is getting closer all the time, but I feel that it will be 2003 after McKinley comes out that Intel comes into its own in this segment. Merced won't be the one to open the floodgates, not due to a flaw in its design or execution, but just because IS and IT managers are loath to be the first on the block to flesh out new tech (IA-64). The upside for a CIO is maybe a pat on the back and a raise , while the downside is a permanently tarnished reputation. >>WRT Cisco, even though I am not a computer scientist or anything close to it, I would guess that if you own the the MPU industry that you have the technical expertise to build the connectors, hubs, switches and the routers to have these devices connected.<< Neither am I not a compu sci grad, but I believe that the communications business is a completely different beast from that of the MPU industry. There is much, much more handholding after the sale of the communication's hardware. Basically, Intel loses all contact with their end user after the cpu is sold.(Intel lets the PC manufacturers handle after sales service etc.)( Intel has zero contact with end PC users). Both Mr. Ballmer and Mr. Chambers realize the core value of customer service. The technical engineering skill is in abundance at Intel to perhaps design and build the best communications equipment. However without the end-to-end support all efforts will go for naught. >> And, perhaps, indirectly, when Dell sells a server with Linux OS installed for free.<< Sweet music to my ears! >>For an Analogy, I would equate Intel's consumer PC market to Coca Cola's domestic beverage business. The margins are low but it is important - the real profits are, however, in the overeas markets where Coke generates 85% of it's earnings. In the same way, Intel will generate most of its income from the large organizations in private sector industries (manufacturing, transportation, finance, etc.), Science and education (universities, healthcare, etc), and military, state, and local government agencies. - I'm not confining the market to only those organizations in the United States.<< I agree, but darn it Coke's cost of product is next to nil. With absolutely zero R&D costs!!! THe expenses are all in the marketing. >>Anything that someone like a Tom Kurlak knows about - is already discounted in the market place. The major concerns and issue are usually those that come out of left field.<< This one I disagree with. There are products burbling in the primordial goo that will debut very soon. They will hit the PC market like ebola. For a product that be the new world order there is very little talk of it on the Intel thread. The huge majority of the general tech public has weak knowledge of this coming future shock. BTW, thanks for your thoughtful reply