Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.67

-0.2%

Jan 29 3:59 PM EST

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To: Burt Masnick who wrote (22934)	5/27/1997 4:31:00 PM
From: derek cao	of 186894

Burt, thanks you for your valuable info. I agree with you 100%. But what i like to see is the evidence that intel's units output indeed increases substantialy.. Ibexx, I did read all intel's annual and quarter reports. what I got from those reports is that there are substantial increase in unit output during the first three quaters of 96, after that almost most of increase of EPS is due to better mixed of products( as higher average sell price burt said in his post). And it is possible that this quater will be the same(I hope not). My theory is that if intel can supply enough CPUs to this market, there will a less possibility that any of intel's competitors will establish a beach head. I like most of people here do not worry about intel's current competitors. But if someone begin to ship 10 million CPUs a year, intel will get a serious problem even if intel make $3 per share per quarter at the same time. The success of intel in 5 years will depend on her monopoly position. IMHO most of us here want to hold INTC for that long. If you have a monopoly, the good margin will come naturally. derek cao

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