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Politics : Formerly About Applied Materials
AMAT 252.34+0.9%Nov 28 12:59 PM EST
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To: akidron who wrote (17439)3/9/1998 6:05:00 PM
From: Big Bucks  Read Replies (2) of 70976
 
Aki,
Jim McMannis is very savvy on CPU/chip stocks. I think he is correct,
Intel is overpriced and will continue to suffer at the hands of
other, less expensive, CPU manufacturers. The general public wants
a computer that is fast and cheap but that has acceptable performance
for home applications. Like I've said before, who needs to have a
Mercedes when a Corsica will do the same thing. It may not be flashy
but it is reliable and cost effective. I think Intel would have been
better off keeping the Pentium series but lowering the profit margin
to kill off the competitors profit margins. They also should get another PR/Advertising firm, their commercials suck!!! Dazzle consumers with technology, show them the inside of a fab,
lose the glitz it just doesn't inspire consumers.

Just my opinion,
BB
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