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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

+2.3%

Nov 19 3:59 PM EST

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To: Mary Cluney who wrote (41106)	11/28/1997 1:43:00 AM
From: Ali Chen	Read Replies (2) of 186894

Mary, <convincing Analysts that this industry is in the forefront of technological importance> This is exactly where the problem is. You continue to think by inertia. Many people think that Intel is no longer on the "forefront". The forefront has shifted into distributed computing, to system-on-chip, sub-priced home PC. They believe the situation is similar to between mainframes and PCs, but Intel now seems to be on the dying side. As a huge monopolistic and non-responsive mechanizm, Intel continues to move by inertia. Early observations of Moore about infinite doubling of transitor count are no longer valid. Even if the count is still growing, the system performance has saturated and cannot be a selling point anymore. With this change in computing rules, the succees or failure of AMD/NSM/IDT becomes less dependent from Intel wrong play. The monster Merced could be the coffin for Intel dominance. Ali

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