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Technology Stocks : Intel Corporation (INTC)
INTC 35.75+3.6%Nov 24 3:59 PM EST
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To: gnuman who wrote (40453)11/16/1997 11:02:00 PM
From: Fred Fahmy  Read Replies (1) of 186894
 
Gene,

I can't understand why you continue to focus your analysis only on the low end. Intel's is in a commodity business?? How many people are making chips for the high end/server market or for mobile computing? These are the real areas of revenue/earnings growth and opportunity. The low end is gravy. Intel has plenty of opportunity to gain share at the high end from UNIX based machines, mid size AS400 type boxes, and mainframes. Merced has already been widely endorsed as the next path of migration by all of the key tech companies. An article in the latest PC Magazine said that Intel's strategy is clearly to become as dominant in the server/high end arena as they have become in the desktop arena. While Intel is not ignoring the low end and will get more than their fair share of this segment, I think their strategy of continuing to focus first and foremost on the high end market is obviously the correct strategy.

Finally, everyone may choose to believe or disbelieve what Intel says publically. However remember that Intel clearly stated in the Q3 CC that despite very strong growth in the Segment 0 business, their workstation, server, and mobile businesses grew even more. Of course many Intel bashers simply think Intel is lying to investors and analysts.

BTW, did you ever go long AMD like you were telling me you were thinking about back when it was in the 30's??

Good luck,

FF
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