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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Paul Engel who wrote (36806)11/18/1998 11:09:00 PM
From: Skeeter Bug  Respond to of 132070
 
paul, this is supply oriented. what are the demand drivers to keep up with this nice complement of semiconductors? how will y2k impact intel?



To: Paul Engel who wrote (36806)11/19/1998 1:04:00 AM
From: Michael Bakunin  Respond to of 132070
 
Thanks for the response. I agree that Intel's on top, and trying to stay there. Number one companies often work hard to stay on top. Some succeed (KO), some slip (GM), and some stay on top of their main market, but mangle new opportunities (IBM). I'm not sure about INTC.

There's no profit without risk. I don't understand your confidence; if INTC stock were risk-free, there'd be no profit in it, would there?

mb

PS - I like StrongARM more than their other chips. I'd heard that it fell into Intel's lap (with the Digital/Alpha settlement), and that Intel wasn't pushing it. Know anything about it?



To: Paul Engel who wrote (36806)11/19/1998 5:42:00 PM
From: Michael Bakunin  Read Replies (1) | Respond to of 132070
 
As I said in the PS to my #reply-6476585, I don't think Intel likes StrongARM. Today, they announced an embedded app (a set-top box)... using Pentium.
dailynews.yahoo.com

I don't get it.

mb