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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%Feb 10 3:59 PM EST
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To: Richard Forsythe who wrote (3510)9/23/1996 6:10:00 AM
From: Toby   of 186894
 
If you claim that Intel can do well in lower margin uProc markets, I won't argue with you. But if that's the way they have to go then forget about the gross margins and ROE that has made this stock what it is.

Intel has built a technology wall and we are willing to pay a premium for the better product. Intel will always have a technology wall, but will see a bleed off into higher volume at the low end. Intel can chase this market at the expense of margins, or allow AMD, PowerPC and Cyrix to increase share. Neither is good news for INTC if the prediction bears out.
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