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

To: Black-Scholes who wrote (81223)	5/19/1999 1:21:00 PM
From: Process Boy	Respond to of 186894

BS - < I'd say the market, in its collective wisdom, is giving a big thumbs down on INTC's "grand strategy" of doing nothing while the market migrates away from robust processors and into broadband and/or communications.> 1) Intel's "grand strategy" is not to do nothing. Actually, it includes acquisitions, which may, or more probably, may not, include picking up CUBE. 2) The market's short term collective wisdom is often times full of crap. PB

To: Black-Scholes who wrote (81223)	5/19/1999 2:21:00 PM
From: Amy J	Read Replies (2) \| Respond to of 186894

RE: "See, the problem is, Pentium II's were more than adequate for today's processing needs. There's no immediate need for PIII." If PCs do not need more processing power, this implies PCs do not need MPEG2 chips for processing the compression of raw video input data from 27Mbs to 3Mbs. You appear to be contradicting your original premise about Intel needing C-Cube. I will make a strong statement in your favor (hint: I'm helping you here): the PC does not currently have adequate processing power to be able to do all of the processing required for making the PC into an interactive TV (nor does it have the ease-of-use.) However, I am not implying Intel needs to buy C-Cube. That's a different debate. Amy J