Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.26

+0.5%

3:59 PM EST

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To: Kashish King who wrote (14724)	3/19/1997 1:53:00 PM
From: Ed (IT Consultant)	of 186894

INTC is in REAL trouble in the desktop market. The desktop microprocessor is in serious danger of becoming a commodity item. As long as it is fast and runs Windows (Microsoft is the only true monopoly in the WinTel partnership), it will be acceptable to the majority of desktop purchasers (starting with home-buyers, followed eventually even by corporate-buyers). I see NO winners in this scenario (including INTC, AMD, CYRX, DEC): look at the memory chip manufacturers of "yesteryear." I recently sold all my stocks (including my beloved INTC at 150: originally bought at 60) thinking I would buy it back after a market correction (I got really worried a few weeks ago about the market in general). Now I fear INTC is actually in fundamental trouble and may not recover for a LONG time (except maybe for a bounce here or there). Their earnings (later this year that is, this quarter will undoubtebly be OK) will be devasted if a desktop microprocessor pricing war ensues: which now looks inevitable...

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