Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: Mike Taylor who wrote (34221)	10/7/1997 8:30:00 PM
From: Logain Ablar	of 186894

Mike: INTL always responds to competitive threats. IMO the CYRX and AMD camps still haven't posed a significant threat to INTL. INTL is still selling all it can product. I will admit or agree that INTL has dropped prices already to help fend off the competition. They will do so again. As INTC keeps depreciating its FABs against higer production it makes it difficult for CYTX and AMD to plow funds back into next generation, etc. to continue to compete as they have lower margins than INTC. Time will tell but I think INTC has positioned itself well. We'll see next Tuesday but with all the economic reports on electronic sales, etc.. MOTs increase in semi's etc. I would not be short at this time. We're all in this to make money, one way or the other. Best of luck. Tim

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