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

To: Paul Engel who wrote (36833)	11/18/1998 11:24:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

paul, we agree 100% that mucho denaro (sp?) will be spent. i guess my question is why will the money be spent on computers rather than software fixes? will the software fixes be cheap enough to allow for extra, nonessential box purchases? or, rather, will they take so many financial resources that nothing is left over? i've heard absurdly high estimates just for the code. the reason 1/5 companies don't have a budget is b/c it isn't easy to spend this kind of dough. if companies actually go out and buy lots of boxes as part of their solution then intel will do well in 1999. if not, though, then it will be a rough road-a-hoe. another question. if i'm an office manager, why would i buy my assistant anything more than a p200 for $200-400 (next years prices for many name brand boxes)? isn't that good enough? my friend uses a pii400 at work. he has no need for it. a p133 would do fine. do it managers continue overspending to keep their budgets or do they actually begin doing a reasoned cost/benefit analysis and come up with cheap yet powerful boxes?

To: Paul Engel who wrote (36833)	11/18/1998 11:25:00 PM
From: Giuseppe Scalamogna	Read Replies (1) \| Respond to of 132070

Paul, Can INTC weather such a demand shock as you forecast? I would think they'd be hiring more people and committing more investment capital to their production so when the demand shock hits it would be a smooth ramp up. Last I checked they weren't funding higher levels of current assets and were firing people instead. Maybe it wouldn't be a bad idea to buy a FAB and hold on to it until the end of next year. I think you'd find alot of willing sellers out there. MU, ATML, LSI etc. Might be a able to fetch something for it this time next year. Regards, GS