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Technology Stocks : Intel Corporation (INTC)

INTC 36.35

+0.5%

12:29 PM EST

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To: Gary105 who wrote (39325)	11/7/1997 10:17:00 AM
From: daniel dsouza	Read Replies (2) of 186894

Gary and all. Re: ..good Q despite gloomsters. The numbers will be very good, unfortunately the two guys below, the consumer and MSFT are going to be the main beneficiaries, the rest including Intel are still stuck in the middle. I bet Andy Grove is going to preach about the high end today and nirvana for Intel's investor's out there. Unfortunately there will be several moats to cross and dragons to slay along the way. Intel has missed the paradigm shift, and is desperately trying to back pedal. With their marketing and financial muscle, Intel will get there. There is also a short cut via COMPAQ and MSFT. ******************************************************* biz.yahoo.com Compaq, which has attacked the low end of the consumer PC market with several models under $1,000, left unchanged prices on its two least expensive Presario models, which currently retail for $799 and $999 but cut prices on eight other models. ... ''(Compaq and IBM) are creating a two-tiered market, with a high-end and low-end and they're taking the middle right out**,'' Schaub said.

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