Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-6.1%

3:59 PM EST

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To: C_Johnson who wrote (4708)	10/31/1996 9:01:00 AM
From: Burt Masnick	of 186894

Carl, I think the question that most folks on this thread want to address is the near term (trader) and long term (investor) prospects for Intel the company and INTC the stock. Many folks do take a sports fan approach (Go Yankees!) or (Go to hell, Yankees!) but for the most part we're trying to predict the future path of the equity known as INTC. On the plus side is considerable manufacturing leadership brand identity and good marketing excellent management good (maybe great) products in the pipeline currently running at capacity On the minus side certainly not a secret or overlooked stock credible (but not magnificent) competition The NC question What will christmas sales be like I am personally not too worried about the competition (AMD and Cyrix) at the moment, though that could change. My own evaluation is that the NC could fill a small niche role but I will watch that like a hawk. Finally what will christmas sales be like. I think they will be quite good but you never know. On balance, I have decided that I have an excellent investment in Intel and that chances are good that it will be an excellent investment for the forseeable future. I believe that when we look back on this period five years from now, I will kick myself for not having bought more. I thought that a year ago when INTC was in the low 50s and I think so today. You are always gambling a little when you invest but for the time being I regard INTEL as a one decision stock. You provide a welcome and valuable service here by providing your views and I am absolutely delighted to see you back posting. It is a pleasure to read your fact-filled and reasoned presentations. Best regards, Burt

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