Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

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To: jmac who wrote (18197)	3/8/1998 4:26:00 PM
From: dougjn	Read Replies (1) of 27012

Well, jmac, I've been expecting just such an announcement from Intel for several months. Combination of margin pressures due to sub 1000k computers / competition from AMD & Natl Semi/Cyrix, and demand pressure due to Compaq's channel stuffing problems coming to a head now. Tom Kurlak, as well as Herb Greenberg (formerly the SF Chronicle, now theStreet.com) saw the same thing coming, the later recently. If you didn't, is it just perhaps your own judgment that is a bit faulty? And Intel should be a poor investment on the fundamentals for some time to come as well. As I said here often enough several months ago. (Trippled my money in Intel from Jan 96 to winter 97, traded a bit since.) Doug

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