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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Fred Fahmy who wrote (15867)3/30/1997 9:43:00 PM
From: RayW   of 186894
 
Fred,

If you have to believe a book fully, you better not to read it at all (except Bible, of course!). You must be able think what the author said and what he did not say, and why.

Andy Grove explained very well how he leaded Intel to success that we all know. But, did he mention that he should be resigned now to take the full responsibility for turning Intel into a technology loser? Did Andy explain why Intel failed so miserably in technology innovation? Why the next generation of Intel CPU could not be significantly faster (or more efficient) than its own older version (even without counter the increased transistor numbers)?

Currently, Intel success is build on soft bases (marketing, misleading AD, OEM arm twisting, and legal protection, etc.), not on solid technology. The 120+ billion market cap Intel could collapse in 5 years so could its stock price be crashed below its book value ($16.68) in 5 months.

The coming INTC crashes would be one of most important events in our history.
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