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Technology Stocks : Intel Corporation (INTC)
INTC 51.23+6.2%1:20 PM EST
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To: Paul Engel who wrote (1797)6/12/1996 2:42:00 PM
From: Richard Rutenberg   of 186894
 
Very true Paul,

Intel actually does aquire a lot of products from outside
companies- the remote express and part of the ProShare
products came from ISDN systems corporation - (now US Robotics), - the
Landesk management stuff came from a Israeli company they purchased,
the Storage Express product came from Cheyanne Software, some of the
new Fast Ethernet cards came from a joint venture with Novell. The
Fast Ethernet hubs came from Bay (I think). However- you are correct
that most of the semiconductor technology was developed inhouse.
Still, what I'm saying is- when a company get too big to grow quickly
(percentage growth, not in $ sales) then they are not
as good an investment. Simple math huh? And given the track record of
problems with bad products - bugs, and PR screw ups,
and the market they sell to (consumers/individuals/etc.) I think the
stock has more risk than a company like Cisco's. They also have a
reputation for dumping products they see as not profitable - this
really pisses of end users.

I'm not saying that they aren't one of America's finest
corporations- I just think that they set themselves up for
bad consumer sentiment and therefor weak stock performance.

The folks at Prudential tend to agree that 75 is the top for
a while.

Do you agree?

Rich
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