IS INTC A GROWTH STOCK? Message Board

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Technology Stocks : IS INTC A GROWTH STOCK?

INTC 37.24

-2.8%

Nov 6 3:59 PM EST

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To: Yaacov who wrote (20)	5/2/1997 8:44:00 PM
From: Kevin	of 243

Yaacov, I too am quite nervous about Intel. The example from Serafino tells me something differnt. If this company has waited this long (and still waiting) then once they update they will not be a buyer of new computers for another 5-7 years. How many other company around the world are going to wait 5-7 years from the update they just did over the past 2 years. I feel that the fantastic returns Intel has shown over the last few years was because Intel hit a "sweet spot" in the computer cycle.Lets use the automobile as an example. When autos first were developed they did maybe 2-3 kph. As the technology and roads got better over the years the speed of the average auto went up. Now we have the majority of autos that can do 200 kph and many can do 250 kph but who can use the speed of the car once past 100 kph? In the States the average speed is something like 18 mph because of traffic. In Europe there are mostly tiny little cars that can handle 100 kph no problem. Only the wealthy indulge in larger cars with bigger engines(large tax on that one too. 2 liter+?)which give faster speed. Most people say "who needs it. It is a waste. yes?) I believe the same will happen with computers. At some point most people and companies will say "we don't need the fastest chip on the market". Granted there will always be a large amount of people and companies who need faster computers but they compromise a very small percentage of the total chips market. This is why Intel is trying so hard to find new uses for chips in other applications, etc. Eventually, at some point down the line another "sweet spot" will appear when the next level of revolution in computors and applications evolve and will require super fast chips but this may not happpen for years. I hope I am not spoiling the party. Shabot shalom kevin

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