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Technology Stocks : Intel Corporation (INTC)

INTC 37.83

-4.3%

Dec 12 3:59 PM EST

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To: Dale J. who wrote (65888)	10/7/1998 3:11:00 AM
From: stak	Read Replies (1) of 186894

Dale, Re: 8) Why allowed AMD to capture 47% of the retail market? Much of the lower end was not profitable for any of the players: Packard Bell, AMD, NSM etc. Intel focused on what produces profits. Interesting that you didn't include Compaq in your list. I haven't seen an update regarding Compaq's earlier statement that the el cheapo PC was their most profitable. Have you come across new info? >>I think the internet is going to continue to drive a massive need for PC's and internet appliances and Intel will be the dominate player<< I don't feel Intel will dominate or even be the largest player in this new field. The new catgory of "internet appliances" will bring about the fall of the traditional PC market with surprising swiftness. These new products will start appearing this Christmas in limited quantities and platforms. By next summer we will be reading about it everywhere. Look to Motorola's "Blackbird" for a peek at the future. stak

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