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Technology Stocks : Intel Corporation (INTC)

INTC 48.80

+5.0%

Feb 2 3:59 PM EST

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To: Jules B. Garfunkel who wrote (2049)	7/8/1996 2:25:00 PM
From: Burt Masnick	of 186894

Jules - I think its Christmas in July. I just read that Microsoft is standardizing on architectures for Entry level, Office and Home Entertainment PCs. If I read correctly each of these architectures uses as a minimum TWO Pentiums or Pentium Pros. Wow. Think of the volume through those Fab units. I hope I got it right because if that's correct, bring the Jubilee. I absolutely have no clue when it will be the right time to sell INTC. I like your analysis and your conclusions. Apple might be revived from its near death experience by Sun or somebody with deep pockets and a clear vision taking the helm. I heard someone say on the radio that the problem at Apple was that the developers hijacked the company in the sense that they set the schedules and decided on the agenda. However bright they were, they didn't know it all. I am an engineer and I have certainly met more than my share of engineers and computer scientists who give arrogance a bad name. By the way, I believe Sun offered about $25 a share for Apple about 3 months ago. Looks pretty good now. As for Intel, if they pull off the new designs on schedule (a sacred Intel custom), they will definitely make me a potential PC purchaser in about 12 to 18 months. Their architectural decisions sound awesome and the performance of the Microsoft Architecture Systems should tear the roof off sales. Best regards, Burt

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