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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Jay who wrote (42499)	12/16/1997 11:58:00 PM
From: Fred Fahmy	Read Replies (1) of 186894

Jay, Re: IBM in the 70's Your post is right on. IMO, Paul's comparison provides great insight into his credibility and understanding of the market. IBM ran into rough times for one reason, poor management and poor strategic decisions. You are right about pricing. IBM's fame and fortune came about at a time when they had very little real competition (much less competition than AMD and CYRX have been giving Intel). This lack of competition caused IBM to become arogant with respect to pricing and complacent in general. When the competitive landscape changed they had no idea of how to react or compete. In addition, their management lacked a basic understanding and vision of where computing was heading. It is easy to see why the stumbled so badly; poor management, no vision, and misguided strategies were IBM trademarks in the late 70's to mid 80's. In fact, if they would have had any vision at all, everything that MSFT and INTC have now could have been their's. On the other extreme we have INTC, who as you mentioned has been the leader in reducing prices. We have an extremely sharp management team who is keenly paranoid with respect to competition and is anything but complacent. Indeed, pre Gerstner IBM and INTC are excellent examples of opposite stories. Good luck, FF

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