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

To: MONACO who wrote (80769)	5/12/1999 5:02:00 PM
From: Black-Scholes	Respond to of 186894

Any thoughts? Yeah, INTC better get off its arrogant butt and start to realize that Mr. Market is migrating away from it. INTC better start to make acquisitions quick. This is a no-brainer. Look at CSCO - a company at the top of its game. Is CSCO agonizing whether to make acquisitions? No. CSCO is snapping-up companies as fast as it is able.

To: MONACO who wrote (80769)	5/12/1999 5:31:00 PM
From: Tenchusatsu	Respond to of 186894

<any thoughts on Nintendo choosing the Power PC over Intel's pentium or does this maybe set the stage for SONY or SEGA to go to an Intel product> I don't think it's that big of a deal. By the time the new Nintendo platform is released, that 400 MHz PowerPC that will be featured on it will be no less of a commodity than a basic microcontroller. Besides, Sega will be first to market with the next generation Dreamcast, then Sony with the Playstation II, then finally Nintendo. It'll be a very ugly battle between the three since there's absolutely no compatibility between the three platforms. Plus, there isn't much of a chance that a popular game on one platform will be ported over to any of the other two. Because of this, competition will be fierce and bloody. Plus, I still don't know what kind of advantage the PowerPC will have over the graphics engine in Playstation II. The PowerPC's AltiVec instructions may be useful, but they're rather weak compared to the incredible vector engine that Playstation II will feature. Both might be stronger than Dreamcast, but at least Dreamcast will be first to market, and Sega is doing a much better job with software support these days. In the end, it's not really much of a loss for Intel as it is a chance of survival for the floundering PowerPC. But Nintendo's deal with IBM is no sure thing by a longshot. Then again, who knows what could happen in the future? Maybe five years down the road, the Playstation III will feature a Deerfield IA-64 processor. Hey, it could happen. Tenchusatsu

To: MONACO who wrote (80769)	5/12/1999 7:20:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Monaco - Re: "any thoughts on Nintendo choosing the Power PC over Intel's pentium " My impression is that the IBM Design WIn was a CUSTOM VARIANT of the PowerPC - using IBM's most advanced Copper process on 0.18 micron. Thus, IBM would be supplying their BEST product - IBM's "crown Jeweels" - for a relatively LOW MARGIN product. I would assume that Intel would only accept that business if they could include a STANDARD Intel, high volume processor - which would probably NOT BE competitive in the highly graphics oriented game market. Paul