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Technology Stocks : Intel Corporation (INTC)
INTC 40.15-0.5%2:08 PM EST
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To: HoodBuilder who wrote (143043)9/7/2001 10:48:47 AM
From: Elmer  Read Replies (3) of 186894
 
On what basis do you feel so compelled to buy? Is the valuation so attractive that you can't deny yourself the opportunity?

Technology my friend! Technology! Computers may be low priced commodities but Intel microprocessors aren't. The competition is floundering and the barrieries to entry are just too great. At some point the world will once again continue their hunger for silicon and Intel's capacity is probably greater than the rest of the world's combined. Who will supply the microprocessors? The competition has one fab devoted exclusively to MPs and their technology is showing it's age while their financials leave them little opportunity to invest in R&D and new capacity. On the server front competing architectures such as Alpha are throwing in the towel. They have seen the future and realize they can't afford to compete, so they join instead. Compaq/HP is now committed to 100% IA. IBM is hedging their Power architecture with a heavy committment to IA. Who's left? Only Sun stands alone. While they still command major market share, their silicon technology is hopelessly outdated and will only fall further behind. Look to the future. I buy good companies when they're cheap. (Unfortunately I've bought some when they were expensive too, but that's another discussion).

EP
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