INTC Message Board - Msg: 2674605

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : INTC

INTC 39.99

-0.4%

Oct 31 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jules B. Garfunkel who wrote (784)	11/8/1997 3:53:00 PM
From: Mark Brophy	Read Replies (3) of 990

Inventory is irrelevent to the long-term investor. I haven't seen anyone analyze the trade-off between the fall-off in margins from PCs (under $1000 or not) vs. the profit opportunities in workstations (Deschutes) and portables (Tillamook). An interesting point from the conference was that Intel's market share is just as high in $900-1000 PCs as it is in more expensive machines. They also confirmed my suspicion that first-time buyers go for the big name - Intel, and the middle of the line machines. Intel's problems are with established users who know you don't need the most expensive processor and the related under-$900 market.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next