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Technology Stocks : Intel Corporation (INTC)

INTC 43.75

+0.6%

Dec 3 3:59 PM EST

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To: Wolff who wrote (170171)	8/27/2002 4:12:56 PM
From: Tenchusatsu	Read Replies (2) of 186894

Wolff, I'll answer just a few of your points, <Barrett first ignored the sub-1000 dollar PCs and now allows the Celeron to cannibalize the higher end segments.> This was Andy Grove, not Barrett. Besides, how many Celerons do you see in the "higher-end segments" anymore? Pentium has come down to the lower-end, for sure, but that's due to overall commoditization, not a failure to divide Celeron out from Pentium. Even AMD is getting rid of its value line, Duron, because Athlon is already being relegated to that low-margin space. <For example what is Intel doing with voice-recognition? Nothing as far as I can tell. What is IBM doing with it?> Voice recognition led nowhere, despite Intel's best efforts to pursue it. There was a lot more that went on in this field than you realized. Hardly anything is going on here anymore because the demand just isn't materializing. After all, do you really need to talk to your PC? Do you even WANT to? <“Spend out of recession” is hardly master plan for a CEO who I expect more of.> Then you are expecting a little too much from one CEO to single-handedly turn around an entire economy. The rest of your points are just bone-picking. Tenchusatsu

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