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Technology Stocks : Intel Corporation (INTC)

INTC 46.47

-4.5%

Jan 30 9:30 AM EST

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To: Yaacov who wrote (23416)	5/31/1997 2:50:00 PM
From: Paul Engel	of 186894

Yaacov - Re: "Paul, please let me have your views on the siutation." Basically, I agree with everything you say. However, let me add the following: If business conditions deteriorate (in general) Intel will suffer. And, business conditions always deteriorate from time to time. This is no surprise. Intel investors will be rewarded for patience and perserverance by holding on to their stock because bad times are invariably followed by good times. People who are looking to "get-rich-quick" will always be diappointed. And they will probably never get rich no matter what their investments. As for Intel - right now their main dilemma is their conversion to a 0.25 micron process. This is fundamental to getting their cost structure in line (i.e., reduce die size and improve die per wafer output) as well as giving them a quantum leap in performance and reduced power dissipation to boot. This conversion is going on in at least three wafer fabs that I know of - D2, Fab 12 and possibly Fab 10 or 11. Fab 14 should be online early next year as a 0.25 micron wafer fab. That being said, Intel may be under some additional margin pressure until late this year or early next. Cyrix has announced their M2 and almost like a repeat of the AMD K6 - it may be a credible chip but it cannot keep up with Intel's best. It will compete against Intel Pentium MMX, but at a severe discount. Intel should announce a 233 MHz Pentium MMX next week - and the M2/K6 will be looking at Intel's tail lights again. Intel investors should be prepared, as always, for the "ride of your life". Hang on and you will be rewarded. Bail out, and you will be albert kovalyov. Paul

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