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: Paul Jamerson who wrote (81179)	5/19/1999 3:06:00 AM
From: Amy J	Respond to of 186894

Paul J, Re: "UMC and TSMC will eventually get business from AMD to produce the low end microprocessors." Interesting post. I'm not familiar with UMC or TSMC. RE: "I personally believe that low end PC will be the internet appliance." It does look like these are coming, especially with AOL's intense mission, but I believe we'll end up with more users indirectly needing more PCs, connections, servers, and I believe the Internet appliance (i-app) will prove to be a good upgrade path to the PC and will gain users who previously would not buy a PC. RE: "The manufacturer will have ever more powerful systems at a lower price in the future canabalizing the home PC market." I think broadband will fuel a wave of demand in the home market. RE: "where consumers are first time PC buyers (similar to the U.S. a couple of years ago) will purchase the most powerful system available." Hotmail does well in India because it is free. I would guess eMachines would do better than a high-end machine here. RE: "In the server world the profit will continue to be good and growth continues." Last year server revenue growth was only 8%. Do you know what Q1-99 PC Server growth was? RE: "but the gross margin will continue to fall. The overall earnings growth rate will stay flat." I disagree. RE: "This will continue Intel develops new markets. Intel has hugh potential in the set top, cable modem, networking market with StrongArm. Especially, Intel's strong technical reputation, manufacturing capabilities." STB chip market doesn't appear to have the type of margins one would want. Networking market intrigues me. Regards, Amy J