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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

Nov 13 3:59 PM EST

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To: fut_trade who wrote (42838)	12/19/1997 9:06:00 AM
From: Mary Cluney	Read Replies (3) of 186894

Peter,>>>The demand and need for high-end Pentium II processors just isn't there yet. Hence, I see downward pressure on ASP, and hence on earnings growth.<<< Software developers normally write code to maximaze cpu resources available. Even if they were to be given unlimited resources, they would without a doubt exceed those limits. The fact that CPU resources currently exceed the requirements of the most popular software is assuredly a *very temporary* phenomenon. Is there any possible doubt that if you came back here twenty years from now and would not be asking how we got along on 300Mhz processors? As far as Wall Street is concerned, Intel is a $25B story stock where the story hasn't gotten out. Most people can understand the potential of Yahoo and the Internet, but who really understands the potential of Merced? After all isn't Intel synonynous with the Internet and more? Also, isn't Wall Street valuing other Internet related equities as if they didn't have competition? And they would all succeed? Mary Cluney

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