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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: Road Walker who wrote (46970)	2/3/1998 2:34:00 PM
From: Reginald Middleton	Read Replies (1) of 186894

From a professional investor's perspective, you are correct, but forma business manager's perspective, I think market share is paramount for the smaller manufacturers. Without risk being accounted for, AMD lags INTC's operations considerably: AMD 1996 1997 Pre-Tax ROIC 10.36% 6.37% After-Tax ROIC 2.37% 1.13% After-Tax ROIC (Incl. Goodwill) 2.37% 1.13% INTC 1996 1997 Pre-Tax ROIC 22.51% 23.61% After-Tax ROIC 8.14% 8.71% After-Tax ROIC (Incl. Goodwill) 8.14% 8.71% With risk taken into consideration (the cost of capital) AMD is driven deep into the negatives. The only way out of this dilemma in the tornado environment is the high risk market share capture strategy. Remember, that high rewards are often achieved only by assuming high risks. RCM Figures from rcmfinancial.com

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