INTEL SUPPORT GROUP - the sky is falling!!!! Message Board

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Technology Stocks : INTEL SUPPORT GROUP - the sky is falling!!!!

INTC 37.04

-6.2%

Nov 4 3:59 PM EST

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To: Stonehenge who wrote (6)	3/7/1996 8:09:00 PM
From: Ken Peterson	of 248

If people are selling MPU stocks because of DRAM pricing then they are completely missing the boat. First of all DRAM has been one of the excessive costs that have kept people from running large programs like Win95 effectively. People have tried to skimp on RAM as much as possible. If the DRAM price drops are passed on to consumers, I believe PC prices will drop significantly spurring more PC sales, thus more MPUs with 'Intel inside'. Why doesn't wall street see this as a POSITIVE for INTC? In addition, Compaq's (and others) price cuts will only add to this phenomenon. Intel will have a great year. Think about who actually makes money on PC sales. The margins are so low for every component now except for the processor. The high margin add on peripherals do OK too, but that doesn't directly affect INTC. Also, as Win95 and NT are 'approved' by corporate america we should see more stimuli for growth. In short these events lead me to believe that PC sales will accelerate soon and INTC will profit more highly than expected because they are so far ahead right now technologically. Any flaws in this logic?

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