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Technology Stocks : Intel Corporation (INTC)
INTC 46.95-2.8%Jan 16 3:59 PM EST
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To: gnuman who wrote (46942)2/2/1998 2:57:00 PM
From: Shahen Petrosian  Read Replies (2) of 186894
 
Gene, Re: I still think Intel expected the transition to be faster.

Again, having heard their Q4 report and the followup Q&A, I feel comfortable with their enthusiasm in the PII transition. They say it's going better than even the MMX transition.

> Covington seems like a knee jerk reaction to the market

This is interesting, we obviously have different perspectives on Intel. What you see as "knee jerk reaction", I see as swift and speedy adaptation to new market conditions. A couple of months ago Intel announced that they are creating distinct departments to address specific market segments. 2 months later we see the result. It was originally assumed that it would take Intel until Q498 to address the sub-1000 market. Covington however is due out in April. It impresses me to see a giant like Intel move so swiftly.

> The PC makers and the market have much more influence over what Intel produces then ever before.

Not "more than ever before". Historically Intel has seen much worse before. I wouldn't write off Intel's influence either. They ARE the monopoly. Obviously there's some price pressures at this time but I don't see it as menacing as you do. I think the worst is behind us.

Shahen.
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