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 (75625)	3/7/1999 3:04:00 PM
From: Amy J	Respond to of 186894

Mary, Sorry for slow response. I went hiking yesterday and just missed your post. Here are my thoughts: 1. Larry Ellison certainly tried to intimidate everyone into thinking it would. However, I don't think so. I think appliances will ultimately help poliferate Server sales. Although, I think some appliances will have high margins (maybe these should be called specialized devices) while others will be low margins. I also think it will help people "get into" the PC and act as an upgrade path into PCs. 2. I think appliances would accelerate PC adoption rate by getting more consumers into the PC. A family might have a central entertainment PC unit, the parents might have a PC, but maybe the children have the appliances (or the other way around ;) But, more importantly, I think connected low-end units will actually proliferate the server PC sales. The more clients there are, the more servers will be needed. 3. I doubt it. I bet the person who buys an appliance will start feeling limited by it and start wanting to buy a PC. It'll get them hooked. Re: Palm Pilot - I agree with you. In fact, Kmart sells for $15 a device which suits the needs of Palm Pilot wanna bees but is tailored for consumers who don't have PCs. I don't think the Palm Pilot is the right appliance to get people hooked. An email-only better-made appliance would be. I read someone just got funding for this email-only app device. 4. Re: examples of appliances: there's the company which is making the email-only apps, then there's the company who is developing the stock-only app, and then there are others. Re: "dense sometimes, but ... don't understand this appliance thing." You've got fabulous intution and market insight and I learn by your comments. The problem isn't with you, the problem is with the appliances and how these are getting funded - probably by Korean companies. Consequently, there's not too much information floating around in the US on this stuff. I don't think appliances will make many in-roads for a couple of years. A person can kind of figure this stuff out by reading about who gets funding on what products and which parts are selling when; or, by listening to questions which get asked in trade show seminars (e.g. the stock appliance.) Re: "adoption rate of PCs" I think it'll be 1B PCs relatively soon. I'm bullish on Intel (long-term.) I just bought some more this week at 112 3/4. But, realistically, I bet the stock could sit for a bit and maybe even dip. Especially when the analysts have their eyes only on the very short-term (i.e. mood of the day.) And I'm glad they do, because this makes for great buying opportunities. Although, I don't think it is fair for people with no computer knowledge who have to make their decisions from what the analysts say. I think the Server sales with etailing, websighting, and multimedia will make a significant high-margin impact. The Internet will do great things for PC server sales. Got to go. Hiking again. Amy J