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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%3:59 PM EST
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To: miraje who wrote (48307)2/20/1998 8:59:00 PM
From: Paul Engel  Read Replies (6) of 186894
 
Jim - Re: Kurlak

First, Intel's ASPs ROSE last quarter.

Second - Intel dominated the sub $1000 PC market and MADE MONEY on it. Their primary chip was a Pentium MMX (166 - 200 MHz) at 140 sq. mm.

Intel's Covington will be 0.25 micron, 131 sq. mm (before compaction - it may get smaller). Hence, Intel's costs will come DOWN by switching to Covington. They will make MORE MONEY in 1998.

Third - what are the alternative investments in Semiconductors? AMD, Cyrix/NSM, TI, Motorola, Cypress, Micron?

AMD and Cyrix LOST MONEY - their market share is precarious - AMD can't yield enough chips and Cyrix's chips are too slow - even Brian Halla admitted that.

If Brian Halla says Cyrix's chips are too slow to sell, where does Kurlak come off saying that existing chips are powerful enough?

Answer - he's stuck o Wall Street and needs to talk to a few corporations and private citizens to figure out what is going on in the real world.

Intel is the BEST - plain and simple - the best in the best market place.

Intel's stock price rise reflects investors' optimism and hope that Intel knows more about the CPU business than a cloistered wag on Wall Street.

Intel knows more about their business than Kurlak knows about his business (or Intel's business).

Paul
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