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Technology Stocks : Intel Corporation (INTC)
INTC 34.32-1.2%Nov 18 3:59 PM EST

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To: Tenchusatsu who wrote (84890)7/4/1999 1:51:00 AM
From: Paul Engel  Read Replies (2) of 186894
 
Tenchusatsu - Re: "one thing that these so-called "experts" forget is that Intel is the company that is best positioned for a brave new world of sub-$1000 PCs. Volume, volume, volume, plus a little market leverage is key. Cost-cutting and integration with Celeron, Whitney, and even Timna in the future will help Intel strengthen its position in the changing PC market where high margins are quickly disappearing. And let's not forget about the 0.18 micron process, the 0.13 micron process, and the 300mm wafer technology that will help Intel "pave the silicon road to the Internet."

Excellent, excellent points.

Thanks for bringing these up.

That reminds me of Tom Kurlak's prediction in early 1998 that AMD and Intel would GLUT the market with CPUs since they were both rapidly transitioning from 0.35 micron to 0.25 micron processes - and the number of CPUs/wafer would "double".

That shortsighted idiot never figured out that NEW CPUs with double the transistor count would rapidly use up all that "extra silicon".

By the time he did figure this out, Intel was soaring and Kurlak was TOAST.

Paul
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