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Technology Stocks : Intel Corporation (INTC)
INTC 49.25+0.9%Feb 3 3:59 PM EST
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To: Fred Fahmy who wrote (36839)10/19/1997 4:19:00 PM
From: Mike Taylor   of 186894
 
FF,

I understand your points. BUT I really think the picture is
changing with the old inventory depleted and strong new products
coming in...don't you think so? Of course, the profitablility of
CYRX/NSM and AMD will depend on the degree of INTC's price cuts.

Even the new mixture of products, CYRX & AMD can continue to
lose money every quarter...but that's what the FTC is looking
into.

Now about that spreadsheet application...does anyone have a
comment? I really like to know.

Mike


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