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

To: Barry Grossman who wrote (81381)	5/23/1999 5:37:00 PM
From: Amy J	Respond to of 186894

Barry, RE: "Timna is Intel's single chip PCOAC - CPU/Graphics/Audio/ChipSet - all on one chunk of silicon. What market do you think will be targeted by this 2000-2001 chip?" Barry, based upon the description, possibly STB/IA markets. Right now, NSM has a solution in this market space which is commonly known to be less expensive, requires less power, and has good graphics, etc. I don't think anyone expected this industry to accelerate this quickly, then again, it's a lower margin business, so the USA wasn't exactly as motivated to launch into this industry segment like the folks overseas were and are. I'm hoping we won't get broadsided. Meanwhile, we have the Dell's of the world complaining to Intel about chip price, when the reality is: redo your box design. And if they don't, then someone else will. I get this ominous feeling in 5 years we might be entering an era in the PC-based retail market like the car industry experienced in the 80's. Complaining is never how to operate a business: just solve it! Amy J