Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.32

+1.8%

3:59 PM EST

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To: scott who wrote (38957)	11/5/1997 11:15:00 AM
From: John Chen	Read Replies (3) of 186894

Scott, exactly, that will be the NEXT BIG PROBLEM. Intel better address it soon. We tend to think corporate has money to burn. To a certain degree, they can afford more. But hopefully, they also manage money/asset. They may not buy Sub-1000 PC, but they will definite think it is better to buy-and-donate a lower price system than buy-and-upgrade- and-buy-and-upgrade-and... 80% of down/right sizing of computer resource coming, that's a whole new ball game. Another problem is the 'network-computing-paradigm'. Corporate will buy servers and cheap/PC as a smart terminal. But INTC should also be successful in that server market, sooner or later. (better be sooner). Afterall, Intel's processors can be used for both window/unix box, I can't see intel is a trouble for a long time. These sub-1000 environment created a bump and intel will go over it. It just takes time. Nobody knows the bottom, but I can't see how one can go wrong with INTC @75. The chance it goes back to over 100 is pretty certain even though the timing is anyone's guess.

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