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Technology Stocks : Intel Corporation (INTC)

INTC 50.57

+4.8%

3:59 PM EST

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To: Paul Engel who wrote (33527)	10/4/1997 2:18:00 AM
From: daniel dsouza	of 186894

Paul, RE: examples of HIGH PROFIT device that NSM makes. You are too focussed on the tangible product( microprocessors in this case), in marketing it is referred to as the core product. I laud your technical depth, but you need to balance it with the fuzzy world of marketing. Take heart because very few people (we call them geniuses) have that balance. In a past Wall street survey, several business leaders cited Bill Gate as one. The very notion of high profit DEVICE implies a myopic vision in which only devices can have high profit. Microsoft has never made a single device in it's entire history. I don't believe NSM has any intention of building a high profit DEVICE. Andy Grove himself has very carefully defined Intel as in the information business, NOT microprocessor. I have a comdex tape where he carefully articulates this vision. Perhaps INTEL's early success with microprocessors has left an indelible mark in many a consumer's mind like yours. In computer science they refer to it as a danglling reference. Clever garbage collection algorithms are a good antidote. Brian Halla raised LSI's profit margin's not from a device, but from coreware. WIlf Corrigan never talks about LSI's products as processors, the way you know a product, but as coreware. NSM's profit margin rose from 30.8% in the year ago quarter to over 40% in the most recent quarter. I don't believe it is their intention to come up with a high margin DEVICE. Just for the record I am neatral on NSM(have not shorted, nor own any), I am long on INTEL. I have also sold several October 95 puts, Jan 85 and 95 puts. I made money on sept 95 puts. The only time I bought puts on Intel was the day before(I already posted this earlier) it dropped about 45 points(accounting for splits). This was just before they anounced they would not make the numbers. Who said you can't get rich shorting Intel.

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