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: George Gotch who wrote (68886)	11/20/1998 5:58:00 PM
From: Len Roselli	Read Replies (1) \| Respond to of 186894

George, "Marketing does have it's limits.." But when it's backed up by solid products and manufacturing capability second to none, you have a winner. I don't own Intel for their products, (my last three CPU's were IBM/Cyrix, IBM/Cyrix, and AMD, respectively; so, in a way, I agree with you), but Intel is my biggest stock holding, and has been for years. Why? Because they own a franchise that no one has been able to (successfully) compete against for over a decade. Same with Microsoft. Eventually both of them will stumble, but I don't see it on the horizon. I agree that the sub 1k (actually, sub 500) computer is here to stay, but it's only one part of a much bigger pie, and Intel is not turning its back on it. "Remember! You don't need a jet fuel funny car to surf the net at 56k!" That 56k modem will soon be replaced by an ADSL or cable modem. Will you be happy driving your Yugo on a 100 mph superhighway? Actually, it's worse than that. Download speed is a deceptive metric. While it's nice to have a fast information pipe, that's not the whole story. For example, JPEG, MPEG, and WAVE files are highly compressed and require decompression. Winmodems rely heavily on CPU cycles. JAVA applets can absorb a lot of CPU resources. And you're navigating the WEB using a voice recognition program. That 450 mHz, 32-bit CPU will be on its knees in no time. "You will realize this as the "appliance" takes root in the next couple years. " I wouldn't hold my breath waiting for that to happen, but even if it does, who says you can't make money on appliances? The most expensive "appliances" we buy are automobiles. Most people will buy the best they can afford, even though they could do the same thing with a Yugo. I bet you flunked Psychology 101, too. Happy investing, len