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Technology Stocks : Intel Corporation (INTC)

INTC 36.20

+0.1%

Dec 26 9:30 AM EST

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To: MichaelW who wrote (38439)	10/30/1997 6:22:00 PM
From: Richard Tuck	Read Replies (2) of 186894

Michael, Read your post the first time through. I agree with what you said and I was lucky to have bought in at 65 and then 51 pre-split in Nov. 1995 and Jan. 1996. The latter was about the only time I ever market-timed correctly. I don't think we are at the equivalent of Jan. 1996 yet. That downturn happened around the time AMD collapsed with the K5 and thus set the stage for a wildly successful year in which INTC did not need to reduce prices much and everyone upgraded their 486 computers to take advantage of Windows 95. Let's draw an obvious parallel: 1. The K6 becomes uncompetitive due to AMD's manufacturing ineptitude. 2. Windows 98 requires 64MB of memory and a 5GB HDD, and has features everybody wants. People think they need a top of the line PII to complement the top-of-the-line OS. 3. People/companies with a P166 or less system decide to upgrade. Could happen and in fact, I'm betting on it. Won't see a turn-around in the stock until the market thinks this way (probably in 2H98). Richard

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