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Technology Stocks : Wind River going up, up, up!
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To: MONACO who wrote (1563)7/20/1997 11:36:00 PM
From: Allen Benn   of 10309
 
>don't you feel they [Intel] are up to the task of re inventing themselves?

I don't think Intel has to re-invent itself. Intel's basic business, microprocessors, should be fine for years, supported by huge R&D spending. Intel's only problem is how to learn to live in a world of competitive pricing once the PC paradigm (WinTel monopoly) gives way. The primary problem is that margins will slim down, possibly reducing EPS for a lengthy period. If so, then the stock would come under pressure for a period of time.

Allen
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