Intel Corporation (INTC) Message Board

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)

INTC 48.23

+2.3%

Feb 11 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mr. Sam who wrote (7963)	1/13/1997 1:13:00 AM
From: Harve Wolfe	of 186894

Mr. Sam, thanks for your contrarian view. I appreciate the reality check you provide. Your hedging strategy looks well founded to me. As a holder of both INTC and AMD I think there is one factor you are maybe? overlooking. The basic growth rate in the demand for CPUs on a world wide basis going forward. It doesn't matter who makes them, there are going to be a lot more CPUs made in the world 3 years from now. You obviously recognize this trend or you wouldn't have the other investments you indicated. AMD's goal of 12-15% market share can be done. Intel can grow with a smaller market share of a growing market. Both companies (and others?) can be big winners. The emergence of an affordable PCs, IMHO is similar to the industrial revolution in terms of productivity gains for the basic ecomony. Intel doesn't need or want to have 100% of the market. That's called a monopoly. Uncle Sam takes a dim view of that sort of thing. And yes I do believe there is a very "positive future" for Intel and us all via technological progress. My view is that the market has yet to realize how "positive" that future maybe. Again, thanks for your opposing viewpoint.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next