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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%3:59 PM EST
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To: gnuman who wrote (41627)12/6/1997 9:54:00 AM
From: Jim McMannis  Read Replies (1) of 186894
 
Gene.
You just asked all the 64 dollar questions. Your concerns are real.
One thing I've noticed about intel and the faithful on this thread is a great change. In the beginning of the sub-$1000 paradigm shift Intel ignored it, then it changed to a state of denial or it was termed a FAD that wouldn't last. Now, it's changed to panic and paranoia and the realization that we better do something. Most talk now is how Intel will address the sub-$1000 market and the set top TV market. Trouble is that they are trying to shift to the Pentium II/slot 1 technology at the same time which as you know is more expensive. It's probably easier to address low price points with Socket 7. One could see this coming 6-9 months ago...what's saved Intel so far is their great process technology, ability to yield chips at high speed ratings and the ability to stay one step ahead of the competion with the Pentium II. Weakness in the stock is likely a reflection of the fear of shrinking margins due to the compression downard of the price of PC's due to technology outpacing
the needs of the consumer. Downward shifts in PC pricing are likely a one way phenomenon...as they get cheaper the market and the consumer will demand even cheaper product. Intel will likely do well but what's fuzzy is whether or not they will do as well as they have in the past.
Jim
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