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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: Joey Smith who wrote (6312)	12/12/1996 4:33:00 PM
From: Mark Brophy	of 186894

Re: Price cuts Periodic price cuts are a fact of life in tech businesses. Regarding DEC's price cuts on its Alpha chips, I think this is an act of desperation. PPro/NT is basically taking away market share that always belonged to the UNIX/RISC market. Intel's next "act of desperation" is scheduled for Feb. and they will be 2-3 more price cuts next year. DEC will follow a similar schedule. Cyrix recently demonstrated the value of price cuts. They couldn't sell any chips when their price was the same as Intel. Now, they've cut prices, chips are flying out the door, and their biggest critic bought their stock rather than increasing his position in Intel. You can expect the same phenomenon to occur with DEC, because your Econ 101 prof was right about that "supply-demand" thing. The non-NT (Unix-only) workstation vendors have plenty to worry about on the low end of their market thanks to competition from Intel, Microsoft, DEC, AMD, and Cyrix.

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