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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: gnuman who wrote (75632)	3/6/1999 9:48:00 PM
From: Jeff Fox	Read Replies (2) \| Respond to of 186894

Gene, re:"When Intel refers to a "connected PC" do they mean an X86 box or could it also mean, for example, a StrongArm machine" I am sure this means the sum of Wintel and Apple architecture machines. Why? - because these words are spoken by Andy Grove. Andy is focused on PCs and was talking at the time about PCs. This was clearly intended as a long term stretch goal. I think it could be reached by 2010?? (Gene - correct me on this. What is the average guess on sustained unit growth? Starting from the 280M base how long to quadruple this? Be sure to factor in replacement business using, say, a four year average usage life. Sorry - I don't have a financial calculator handy). Unlike many I do not believe that Intel expects "appliances" to cannibalize the PC product class. Why? - simply because they are among the few that can clear envision future utility of the PC given there continuing exponential performance growth. There is really no end in sight for increasing performance. You might start thinking now about what you can do with your new 50 gigahertz processor with its 1Gbps fibre net connection . This is likely to be the typical machine of 2010! Jeff